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| Morningstar Return Rating: | Above average | | Year to Date Return: | 46.37% | | 5-Year Average Return: | 6.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.59% | |
Worst 1-Yr Total Return (2008): | -47.37% | |
Best 3-Yr Total Return (2005-7): | 16.72% | |
Worst 3-Yr Total Return (2006-8): | -10.84% |
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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 | MACGX | Category | Diff | Index* | Diff | | Year To Date | 46.37 | 25.80 | 20.57 | 17.05 | 29.32 | | 1-Month | -4.28 | -4.37 | 0.09 | -1.86 | -2.42 | | 3-Month | 6.87 | 4.09 | 2.78 | 5.48 | 1.39 | | 1-Year | 31.32 | 16.23 | 15.09 | 9.80 | 21.52 | | 3-Year | -0.46 | -5.36 | 4.9 | -7.02 | 6.56 | | 5-Year | 6.07 | 1.68 | 4.39 | 0.33 | 5.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.25 | 47.87 | 22.38 | 45.76 | 24.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.15 | -19.87 | 7.72 | -18.25 | 6.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MACGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.37 | -43.77 | -3.60 | | 2007 | | | 22.59 | 15.09 | 7.50 | | 2006 | | | 9.87 | 9.00 | 0.87 | | 2005 | | | 18.07 | 9.84 | 8.23 | | 2004 | | | 21.70 | 13.23 | 8.47 | | 2003 | | | 42.24 | 35.96 | 6.28 | | 2002 | | | -31.01 | -27.24 | -3.77 | | 2001 | | | -29.78 | -19.98 | -9.80 | | 2000 | | | -7.57 | -4.78 | -2.79 | | 1999 | | | 67.89 | 60.49 | 7.40 |
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| PAST QUARTERLY RETURNS (%) FOR
MACGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.35 | 26.62 | 22.43 | N/A | | 2008 | -12.25 | 3.40 | -20.83 | -26.74 | | 2007 | 2.93 | 9.25 | 9.67 | -0.60 | | 2006 | 9.03 | -4.99 | -2.31 | 8.57 | | 2005 | -2.39 | 5.64 | 8.50 | 5.53 | | 2004 | 5.45 | 2.75 | -0.88 | 13.30 | | 2003 | 1.35 | 17.39 | 7.23 | 11.50 | | 2002 | -4.36 | -15.21 | -17.79 | 3.49 | | 2001 | -24.71 | 9.44 | -27.66 | 17.82 | | 2000 | 13.26 | -6.84 | 6.36 | -17.64 | | 1999 | N/A | N/A | N/A | 39.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 848 | 1.89 | | 1-Month | 567 | 901 | 62.93 | | 3-Month | 98 | 898 | 10.91 | | 6-Month | 34 | 868 | 3.92 | | 1-Year | 38 | 847 | 4.49 | | 3-Year | 42 | 749 | 5.61 | | 5-Year | 19 | 636 | 2.99 |
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1.23% Nasdaq 
Performance
