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Fund Report - Simple Annual Returns
For Middlefield Group Limited
Funds 1 to 25 from 27 found.   Reports Help
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StandardShort-termLong-termSimple Annual ReturnsQuartile Rankings5-Star RatingsKey Facts

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As of August 31, 2017

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Incep  (mm/yy)

Charts
/Info
ACTIVEnergy Income Fund Series A   -21.40 28.61 -26.19 -16.31 22.08 -5.83 2.68 29.92
Chart   Price History        
ACTIVEnergy Income Fund Series F   -23.02 22.30 -33.89 -21.95 13.03 -12.37 -3.89 16.29
Chart   Price History        
Global Healthcare Dividend Series A   7.98 -4.85 27.91




10.12 (10/14) Chart   Price History        
Global Healthcare Dividend Series F  







8.77 (01/17) Chart   Price History        
INDEXPLUS Income Fund Series A   -1.39 19.37 -15.82 2.04 16.08 2.30 8.43 30.54
Chart   Price History        
INDEXPLUS Income Fund Series F  








Chart   Price History        
Middlefield Cdn Div Growers Cl Sr A -4.85 11.04 -1.03 3.59 21.96 -13.96 -8.75 9.74 -0.36 (02/92) Chart   Price History        
Middlefield Cdn Div Growers Cl Sr F -4.16 12.83 0.01 4.63 23.19 3.59 -7.87 10.40 7.24 (07/09) Chart   Price History        
Middlefield Gl Div Growers A -0.48 0.29 21.59




7.65 (05/14) Chart   Price History        
Middlefield Gl Div Growers F 0.26 1.47 22.81




8.63 (05/14) Chart   Price History        
Middlefield Global Agriculture Cl-A   2.47 5.15 5.23 14.59 10.36 14.11 -15.03 32.25 8.62 (05/09) Chart   Price History        
Middlefield Global Agriculture Cl-F   3.23 6.26 6.35 15.78 11.52 15.27

7.94 (06/11) Chart   Price History        
Middlefield Global Energy Cl Sr A -26.13 32.90 -35.51 -20.41 20.51 -11.86 6.60 7.75 -3.37 (07/09) Chart   Price History        
Middlefield Global Energy Cl Sr F -25.54 34.70 -34.83 -19.48 21.79 -10.90 7.74 8.90 -2.28 (07/09) Chart   Price History        
Middlefield Global Infra Srs A   5.42 -0.47 1.87 10.22



6.27 (06/13) Chart   Price History        
Middlefield Global Infra Srs F   6.19 0.44 3.10 11.47



7.43 (06/13) Chart   Price History        
Middlefield High Yield Cl A 0.80 7.87 -8.31 -2.02 0.66 4.69 -0.81 10.15 3.63 (07/01) Chart   Price History        
Middlefield High Yield Cl F 1.55 9.13 -7.31 -1.02 1.75 5.83


Chart   Price History        
Middlefield Income Plus-A -1.03 10.38 -0.78 8.36 11.22 4.45 2.75 13.49 8.69 (09/00) Chart   Price History        
Middlefield Income Plus-F -0.31 11.60 0.28 9.55 11.02 5.47

6.30 (06/11) Chart   Price History        
Middlefield Real Estate Cl A 7.65 -6.36 15.90 17.09 4.68 18.83

9.76 (06/11) Chart   Price History        
Middlefield Real Estate Cl F 8.44 -5.48 17.17 18.38 5.94 20.05

11.20 (10/11) Chart   Price History        
Middlefield Short-Term Inc Cl Srs A 0.23 0.43 0.62 0.70 0.51 0.50 0.19 0.16 1.20 (06/04) Chart   Price History        
Middlefield US Div Growers Cl Srs A -6.03 1.04 17.94




5.67 (05/14) Chart   Price History        
Middlefield US Div Growers Cl Srs F -5.35 2.15 19.07




6.56 (05/14) Chart   Price History        
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