Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBFBX (TOTAL RETURN BOND FUND CLASS B) | NA | -35.54% | -12.46% | -7.04% | -0.63% | 0.46% | NA | … | … |
Data as of 01/24/2017, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBFBX (TOTAL RETURN BOND FUND CLASS B) | 11/05/2001 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.94 | -35.54 | -12.46 | -7.04 | -0.63 | 0.46 | NA | … | … | 0.00 | 1.49 | -0.60 | 5.00 | -3.01 | 5.36 | 9.83 | 6.14 | 10.28 | 1.89 | 5.38 | 3.13 | 1.09 | 3.31 | 1.98 | 4.59 | -2.49 |
| Sharpe Ratio | NA | 0.21 | 0.48 | 0.51 | 0.89 | NA | NA | … | … | 0.00 | 0.45 | -0.17 | 1.88 | -0.88 | 2.26 | 2.20 | 1.55 | 2.17 | 0.15 | 0.64 | -0.05 | -0.35 | 0.58 | 0.29 | 0.84 | -2.59 |
| Standard Deviation(%) | NA | 2.74 | 3.04 | 3.03 | 3.89 | NA | NA | … | … | NA | 2.83 | 3.65 | 2.65 | 3.48 | 2.37 | 4.46 | 3.91 | 4.69 | 6.28 | 3.70 | 3.15 | 3.11 | 4.07 | 4.43 | 4.15 | 6.42 |
| Draw Down(%) | NA | 3.93 | 3.93 | 5.66 | 6.59 | NA | NA | … | … | 0.00 | 3.93 | 3.06 | 1.23 | 5.66 | 1.21 | 1.65 | 3.67 | 1.90 | 6.60 | 2.52 | 2.64 | 2.62 | 4.58 | 4.72 | 2.69 | 3.92 |
| Yield(%) | 0.00 | 0.56 | 0.68 | 1.76 | 3.37 | 3.11 | 2.28 | … | … | 0.00 | 0.56 | 0.61 | 0.84 | 1.78 | 5.04 | 4.03 | 7.30 | 4.57 | 3.96 | 3.85 | 3.59 | 2.90 | 2.71 | 2.22 | 1.03 | 0.00 |
Data as of 01/24/2017, Common starting date is 11/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFBX (TOTAL RETURN BOND FUND CLASS B) |
0.42%
Dec 2012 – Dec 2015 |
1.61%
Dec 2011 – Dec 2016 |
3.78%
Nov 2006 – Nov 2016 |
3.51%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFBX (TOTAL RETURN BOND FUND CLASS B) |
9.77%
Oct 2008 – Oct 2011 |
6.82%
Jul 2007 – Jul 2012 |
4.75%
Jul 2002 – Jul 2012 |
3.51%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart