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| Morningstar Return Rating: | High | | Year to Date Return: | 18.27% | | 5-Year Average Return: | 4.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.95% | |
Worst 1-Yr Total Return (2008): | -16.27% | |
Best 3-Yr Total Return (2005-7): | 6.97% | |
Worst 3-Yr Total Return (2006-8): | -0.57% |
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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 | MACIX | Category | Diff | Index* | Diff | | Year To Date | 18.27 | 16.51 | 1.76 | N/A | N/A | | 1-Month | -0.51 | -0.33 | -0.18 | N/A | N/A | | 3-Month | 5.14 | 4.50 | 0.64 | N/A | N/A | | 1-Year | 17.96 | 15.92 | 2.04 | N/A | N/A | | 3-Year | 2.83 | 0.19 | 2.64 | N/A | N/A | | 5-Year | 4.66 | 2.75 | 1.91 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.70 | 25.13 | 2.57 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.21 | -3.25 | 3.04 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MACIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.27 | -18.61 | 2.34 | | 2007 | | | 7.74 | 4.53 | 3.21 | | 2006 | | | 8.95 | 8.16 | 0.79 | | 2005 | | | 4.26 | 2.97 | 1.29 | | 2004 | | | 7.59 | 5.46 | 2.13 | | 2003 | | | 12.07 | 12.34 | -0.27 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MACIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.05 | 10.79 | 10.68 | N/A | | 2008 | -3.08 | -0.17 | -4.69 | -9.21 | | 2007 | 1.82 | 2.85 | 2.14 | 0.73 | | 2006 | 2.16 | -0.51 | 3.57 | 3.50 | | 2005 | -0.61 | 1.49 | 1.99 | 1.34 | | 2004 | 2.12 | -0.45 | 0.72 | 5.08 | | 2003 | -1.11 | 6.76 | 1.05 | 5.05 | | 2002 | N/A | N/A | -4.30 | 3.24 | | 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 | 235 | 637 | 36.89 | | 1-Month | 379 | 644 | 58.85 | | 3-Month | 122 | 644 | 18.94 | | 6-Month | 229 | 638 | 35.89 | | 1-Year | 145 | 633 | 22.91 | | 3-Year | 32 | 506 | 6.32 | | 5-Year | 18 | 343 | 5.25 |
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0.01% Nasdaq 
0.22%
Performance
