M&B Fund Performance

Monthly data and reports on returns

  • Highest AUM: $222,541 - February 2013
  • Best Year: 2003 - up 39%
  • Best Month: October 2011 - up 14%
  • Lowest AUM: $86,051 - March 2003
  • Worst Year: 2008 - down 41%
  • Worst Month: October 2008 - down 23%

Monthly Performance Reports

Returns

'13 '12 '11 '10 '09 '08 '07 '06 '05 '04 '03 '02 '01 '00
M&B Fund 38.9% 14.8% -8.1% 19.7% 37.6% -41.2% 1.4% 19.7% 10.1% 15.6% 39.2% -14.5% 1.0% 10.6%
S&P Midcap Index
(+ dividends reinvested)
33.1% 17.8% -1.7% 26.6% 37.4% -36.2% 8.0% 10.3% 12.6% 16.5% 35.6% -14.6% -0.6% 12.3%
S&P 500 Index
(+ dividends reinvested)
32.3% 16.0% 1.9% 15.1% 26.4% -36.8% 5.1% 15.8% 4.8% 10.7% 28.2% -21.6% -11.8% -7.6%