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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.20% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.96% | |
Worst 1-Yr Total Return (2008): | -44.73% | |
Best 3-Yr Total Return (2005-7): | 10.23% | |
Worst 3-Yr Total Return (2006-8): | -13.39% |
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| 1-Year: | -8.94% | | 3-Year: | -5.94% | | 5-Year: | 0.81% | | 10-Year: | -3.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAWCX | Category | Diff | Index* | Diff | | Year To Date | 29.20 | 31.20 | -2 | 24.07 | 5.13 | | 1-Month | 4.45 | 5.67 | -1.22 | 6.00 | -1.55 | | 3-Month | 6.28 | 8.18 | -1.9 | 7.91 | -1.63 | | 1-Year | 32.21 | 34.04 | -1.83 | 25.39 | 6.82 | | 3-Year | -6.98 | -3.89 | -3.09 | -5.79 | -1.19 | | 5-Year | 0.07 | 1.25 | -1.18 | 0.71 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.26 | 43.84 | -5.58 | 45.76 | -7.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.30 | -18.03 | -6.27 | -18.25 | -6.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.73 | -40.67 | -4.06 | | 2007 | | | 13.75 | 13.35 | 0.40 | | 2006 | | | 3.32 | 7.05 | -3.73 | | 2005 | | | 13.96 | 6.71 | 7.25 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MAWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 12.91 | 14.41 | N/A | | 2008 | -12.25 | 1.52 | -14.34 | -27.58 | | 2007 | 2.92 | 8.56 | 2.80 | -0.97 | | 2006 | 4.51 | -4.52 | -0.66 | 4.24 | | 2005 | -2.59 | 6.35 | 5.63 | 4.15 | | 2004 | N/A | -1.60 | -5.18 | 10.77 | | 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 | 963 | 1818 | 52.97 | | 1-Month | 991 | 1906 | 51.99 | | 3-Month | 1237 | 1904 | 64.97 | | 6-Month | 1511 | 1866 | 80.98 | | 1-Year | 610 | 1815 | 33.61 | | 3-Year | 1104 | 1537 | 71.83 | | 5-Year | 775 | 1273 | 60.88 |
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