|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.33% | | 5-Year Average Return: | -0.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.40% | |
Worst 1-Yr Total Return (2008): | -41.67% | |
Best 3-Yr Total Return (2004-6): | 13.30% | |
Worst 3-Yr Total Return (2006-8): | -10.97% |
|
| 1-Year: | -12.36% | | 3-Year: | -8.93% | | 5-Year: | 0.24% | | 10-Year: | 5.16% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXLBX | Category | Diff | Index* | Diff | | Year To Date | 17.33 | 15.79 | 1.54 | 17.05 | 0.28 | | 1-Month | -3.78 | -2.21 | -1.57 | -1.86 | -1.92 | | 3-Month | 4.97 | 5.62 | -0.65 | 5.48 | -0.51 | | 1-Year | 11.99 | 9.52 | 2.47 | 9.80 | 2.19 | | 3-Year | -10.20 | -8.36 | -1.84 | -7.02 | -3.18 | | 5-Year | -0.58 | 0.18 | -0.76 | 0.33 | -0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.15 | 46.84 | 7.31 | 45.76 | 8.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.87 | -16.40 | -3.47 | -18.25 | -1.62 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.67 | -37.09 | -4.58 | | 2007 | | | 1.32 | 1.42 | -0.10 | | 2006 | | | 19.40 | 18.15 | 1.25 | | 2005 | | | 6.59 | 5.95 | 0.64 | | 2004 | | | 14.29 | 12.97 | 1.32 | | 2003 | | | 39.20 | 28.44 | 10.76 | | 2002 | | | -16.61 | -18.69 | 2.08 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MXLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.79 | 19.32 | 18.54 | N/A | | 2008 | -10.31 | -5.39 | -8.66 | -24.75 | | 2007 | 2.62 | 6.77 | -2.13 | -5.51 | | 2006 | 8.04 | -1.62 | 5.13 | 6.85 | | 2005 | -0.59 | 1.82 | 4.20 | 1.05 | | 2004 | 4.13 | 0.00 | -1.61 | 11.56 | | 2003 | -6.68 | 22.89 | 5.11 | 15.48 | | 2002 | -0.42 | -8.55 | -15.93 | 8.92 | | 2001 | N/A | N/A | N/A | 18.48 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 467 | 1335 | 34.98 | | 1-Month | 1323 | 1379 | 95.94 | | 3-Month | 1108 | 1368 | 80.99 | | 6-Month | 740 | 1346 | 54.98 | | 1-Year | 328 | 1318 | 24.89 | | 3-Year | 739 | 1124 | 65.75 | | 5-Year | 540 | 934 | 57.82 |
|
|
|
|
|
1.23% Nasdaq 0.00%
Performance
