Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBFCX (TOTAL RETURN BOND FUND CLASS C) | -0.46% | 3.93% | 3.56% | -0.63% | 0.28% | 1.12% | 2.36% | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBFCX (TOTAL RETURN BOND FUND CLASS C) | 11/05/2001 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.93 | 3.56 | -0.63 | 0.28 | 1.12 | 2.36 | … | … | -0.46 | 6.16 | 2.03 | 5.55 | -14.19 | -3.62 | 2.72 | 7.28 | -1.43 | 2.48 | 1.58 | -0.54 | 5.03 | -2.96 | 5.31 | 7.36 | 6.08 | 10.21 | 1.97 | 5.38 | 3.11 | 1.09 | 3.33 | 1.99 | 4.38 | -2.97 |
| Sharpe Ratio | NA | 0.42 | 0.15 | -0.51 | -0.24 | NA | NA | … | … | -0.70 | 0.74 | -0.28 | 0.25 | -2.03 | -1.04 | 0.37 | 1.78 | -0.99 | 0.64 | 0.45 | -0.16 | 1.84 | -0.86 | 2.20 | 1.84 | 1.57 | 2.16 | 0.16 | 0.60 | -0.10 | -0.36 | 0.58 | 0.29 | 0.79 | -2.99 |
| Standard Deviation(%) | NA | 3.95 | 5.54 | 6.07 | 5.15 | NA | NA | … | … | 4.25 | 4.45 | 5.63 | 7.57 | 7.72 | 3.49 | 6.66 | 3.25 | 2.86 | 2.85 | 3.00 | 3.58 | 2.72 | 3.48 | 2.41 | 3.98 | 3.81 | 4.69 | 6.31 | 3.75 | 3.24 | 3.25 | 4.09 | 4.43 | 4.08 | 6.49 |
| Draw Down(%) | NA | 3.23 | 6.57 | 20.04 | 24.62 | NA | NA | … | … | 3.23 | 2.65 | 4.38 | 7.56 | 17.80 | 3.91 | 7.97 | 2.05 | 3.75 | 1.55 | 4.53 | 3.08 | 1.24 | 5.70 | 1.21 | 1.66 | 3.69 | 1.76 | 6.55 | 2.54 | 2.58 | 2.71 | 4.52 | 4.74 | 2.62 | 4.32 |
| Yield(%) | 0.00 | 3.02 | 3.67 | 2.34 | 1.74 | 1.97 | 2.77 | … | … | 1.04 | 3.36 | 4.62 | 3.43 | 1.18 | 0.11 | 0.71 | 1.73 | 1.47 | 0.92 | 1.12 | 0.61 | 0.84 | 1.79 | 5.07 | 4.05 | 7.33 | 4.57 | 3.97 | 3.86 | 3.59 | 2.91 | 2.74 | 2.23 | 0.89 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MBFCX (TOTAL RETURN BOND FUND CLASS C) |
-8.08%
Oct 2020 – Oct 2023 |
-2.67%
Oct 2017 – Oct 2022 |
-0.83%
Oct 2012 – Oct 2022 |
1.15%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFCX (TOTAL RETURN BOND FUND CLASS C) |
9.75%
Oct 2008 – Oct 2011 |
6.83%
Jul 2007 – Jul 2012 |
4.75%
Jul 2002 – Jul 2012 |
3.88%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart