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
Monthly Performance Reports
Returns
| '12 | '11 | '10 | '09 | '08 | '07 | '06 | '05 | '04 | '03 | '02 | '01 | '00 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M&B Fund | 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) |
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) |
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% |