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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.01% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 63.83% | |
Worst 1-Yr Total Return (2008): | -50.10% | |
Best 3-Yr Total Return (2007-9): | -6.63% | |
Worst 3-Yr Total Return (2007-9): | -6.63% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JMCAX | Category | Diff | Index* | Diff | | Year To Date | -2.01 | -4.40 | 2.39 | -3.60 | 1.59 | | 1-Month | -2.01 | -4.40 | 2.39 | -3.60 | 1.59 | | 3-Month | 7.79 | 6.57 | 1.22 | 4.16 | 3.63 | | 1-Year | 76.60 | 39.62 | 36.98 | 33.14 | 43.46 | | 3-Year | -7.33 | -6.96 | -0.37 | -7.24 | -0.09 | | 5-Year | N/A | 0.25 | N/A | 0.18 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 96.30 | 52.98 | 43.32 | 45.76 | 50.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.09 | -19.59 | 6.5 | -18.25 | 5.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JMCAX | Category | Diff | | 2009 | | | 63.83 | 35.46 | 28.37 | | 2008 | | | -50.10 | -41.55 | -8.55 | | 2007 | | | -0.43 | 7.59 | -8.02 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JMCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.35 | 36.95 | 29.57 | -0.35 | | 2008 | -18.44 | -1.30 | -1.92 | -36.80 | | 2007 | 2.03 | 1.74 | -3.26 | -0.85 | | 2006 | N/A | N/A | N/A | 12.05 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 807 | 4.96 | | 1-Month | 104 | 807 | 12.89 | | 3-Month | 80 | 803 | 9.96 | | 6-Month | 47 | 798 | 5.89 | | 1-Year | 6 | 769 | 0.78 | | 3-Year | 351 | 670 | 52.39 | | 5-Year | | 554 | N/A |
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1.52% Nasdaq 0.00%
Performance
