|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.08% | | 5-Year Average Return: | 4.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.65% | |
Worst 1-Yr Total Return (2008): | -16.60% | |
Best 3-Yr Total Return (2005-7): | 6.62% | |
Worst 3-Yr Total Return (2006-8): | -0.92% |
|
| 1-Year: | 1.48% | | 3-Year: | 1.18% | | 5-Year: | 3.48% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MACFX | Category | Diff | Index* | Diff | | Year To Date | 18.08 | 16.51 | 1.57 | N/A | N/A | | 1-Month | -0.52 | -0.33 | -0.19 | N/A | N/A | | 3-Month | 5.09 | 4.50 | 0.59 | N/A | N/A | | 1-Year | 17.65 | 15.92 | 1.73 | N/A | N/A | | 3-Year | 2.51 | 0.19 | 2.32 | N/A | N/A | | 5-Year | 4.32 | 2.75 | 1.57 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.55 | 25.13 | 2.42 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.61 | -3.25 | 2.64 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MACFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.60 | -18.61 | 2.01 | | 2007 | | | 7.33 | 4.53 | 2.80 | | 2006 | | | 8.65 | 8.16 | 0.49 | | 2005 | | | 3.94 | 2.97 | 0.97 | | 2004 | | | 7.23 | 5.46 | 1.77 | | 2003 | | | 11.65 | 12.34 | -0.69 | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MACFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.17 | 10.76 | 10.67 | N/A | | 2008 | -3.26 | -0.17 | -4.81 | -9.28 | | 2007 | 1.67 | 2.78 | 1.99 | 0.71 | | 2006 | 2.08 | -0.60 | 3.51 | 3.44 | | 2005 | -0.61 | 1.33 | 1.92 | 1.28 | | 2004 | 2.03 | -0.45 | 0.64 | 4.91 | | 2003 | -1.12 | 6.67 | 0.96 | 4.84 | | 2002 | N/A | N/A | -4.50 | 3.14 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 248 | 637 | 38.93 | | 1-Month | 367 | 644 | 56.99 | | 3-Month | 122 | 644 | 18.94 | | 6-Month | 242 | 638 | 37.93 | | 1-Year | 157 | 633 | 24.80 | | 3-Year | 42 | 506 | 8.30 | | 5-Year | 27 | 343 | 7.87 |
|
|
|
|
|
0.18% Nasdaq 
0.42%
Performance
