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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.88% | | 5-Year Average Return: | 11.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.38% | |
Worst 1-Yr Total Return (2008): | -32.07% | |
Best 3-Yr Total Return (2005-7): | 20.18% | |
Worst 3-Yr Total Return (2006-8): | 0.62% |
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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 | MACSX | Category | Diff | Index* | Diff | | Year To Date | 34.88 | 56.85 | -21.97 | 27.36 | 7.52 | | 1-Month | -0.59 | -0.01 | -0.58 | -1.25 | 0.66 | | 3-Month | 4.38 | 3.46 | 0.92 | 8.10 | -3.72 | | 1-Year | 45.59 | 67.45 | -21.86 | 27.71 | 17.88 | | 3-Year | 6.72 | 8.60 | -1.88 | -5.22 | 11.94 | | 5-Year | 11.55 | 15.34 | -3.79 | 5.10 | 6.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.93 | 75.47 | -28.54 | 59.35 | -12.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.74 | 2.18 | -2.92 | -14.95 | 14.21 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MACSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.07 | -53.50 | 21.43 | | 2007 | | | 21.54 | 47.53 | -25.99 | | 2006 | | | 23.38 | 45.36 | -21.98 | | 2005 | | | 15.76 | 21.30 | -5.54 | | 2004 | | | 21.44 | 13.21 | 8.23 | | 2003 | | | 38.62 | 53.64 | -15.02 | | 2002 | | | 9.01 | -8.76 | 17.77 | | 2001 | | | 14.29 | -2.63 | 16.92 | | 2000 | | | 3.73 | -25.36 | 29.09 | | 1999 | | | 48.88 | 73.61 | -24.73 |
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| PAST QUARTERLY RETURNS (%) FOR
MACSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.00 | 21.57 | 13.88 | N/A | | 2008 | -4.25 | -3.96 | -13.70 | -14.41 | | 2007 | 2.46 | 8.89 | 5.67 | 3.10 | | 2006 | 6.24 | 0.80 | 3.42 | 11.40 | | 2005 | 0.63 | 4.26 | 8.05 | 2.11 | | 2004 | 6.15 | -2.14 | 6.06 | 10.23 | | 2003 | -1.45 | 11.73 | 13.01 | 11.40 | | 2002 | 9.57 | 1.85 | -3.43 | 1.16 | | 2001 | 0.90 | 7.46 | -8.61 | 15.33 | | 2000 | 3.78 | 1.11 | -1.56 | 0.42 | | 1999 | N/A | N/A | N/A | 12.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 155 | 160 | 96.88 | | 1-Month | 126 | 171 | 73.68 | | 3-Month | 138 | 171 | 80.70 | | 6-Month | 157 | 164 | 95.73 | | 1-Year | 113 | 148 | 76.35 | | 3-Year | 60 | 106 | 56.60 | | 5-Year | 57 | 79 | 72.15 |
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1.07% Nasdaq 
Performance
