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| Morningstar Return Rating: | Below average | | Year to Date Return: | 48.17% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -0.14% | |
Worst 1-Yr Total Return (2008): | -49.86% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | JMCIX | Category | Diff | Index* | Diff | | Year To Date | 48.17 | 25.65 | 22.52 | 24.07 | 24.1 | | 1-Month | -0.77 | 3.38 | -4.15 | 6.00 | -6.77 | | 3-Month | -0.65 | 3.71 | -4.36 | 7.91 | -8.56 | | 1-Year | 54.73 | 31.83 | 22.9 | 25.39 | 29.34 | | 3-Year | -9.03 | -7.28 | -1.75 | -5.79 | -3.24 | | 5-Year | N/A | -0.38 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 96.77 | 53.06 | 43.71 | 45.76 | 51.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.74 | -19.68 | 6.94 | -18.25 | 5.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JMCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.86 | -41.55 | -8.31 | | 2007 | | | -0.14 | 7.59 | -7.73 | | 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 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JMCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.32 | 37.01 | 29.59 | N/A | | 2008 | -18.36 | -1.30 | -1.68 | -36.71 | | 2007 | 2.12 | 1.82 | -3.17 | -0.81 | | 2006 | N/A | N/A | N/A | 12.04 | | 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 | | 1999 | 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 | 23 | 786 | 2.93 | | 1-Month | 155 | 816 | 19.00 | | 3-Month | 806 | 815 | 98.90 | | 6-Month | 88 | 802 | 10.97 | | 1-Year | 31 | 781 | 3.97 | | 3-Year | 383 | 667 | 57.42 | | 5-Year | | 563 | N/A |
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0.47% Nasdaq 0.00%
Performance
