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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.86% | | 5-Year Average Return: | -0.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.75% | |
Worst 1-Yr Total Return (2008): | -40.05% | |
Best 3-Yr Total Return (2005-7): | 6.79% | |
Worst 3-Yr Total Return (2006-8): | -12.01% |
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| 1-Year: | -3.16% | | 3-Year: | -5.57% | | 5-Year: | -0.20% | | 10-Year: | -4.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCACX | Category | Diff | Index* | Diff | | Year To Date | 22.86 | 24.15 | -1.29 | 17.05 | 5.81 | | 1-Month | -1.10 | -2.25 | 1.15 | -1.86 | 0.76 | | 3-Month | 5.76 | 4.52 | 1.24 | 5.48 | 0.28 | | 1-Year | 14.45 | 15.35 | -0.9 | 9.80 | 4.65 | | 3-Year | -6.39 | -4.95 | -1.44 | -7.02 | 0.63 | | 5-Year | -0.61 | 0.99 | -1.6 | 0.33 | -0.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.89 | 42.81 | -4.92 | 45.76 | -7.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.40 | -17.14 | -1.26 | -18.25 | -0.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.05 | -40.67 | 0.62 | | 2007 | | | 10.75 | 13.35 | -2.60 | | 2006 | | | 2.59 | 7.05 | -4.46 | | 2005 | | | 7.21 | 6.71 | 0.50 | | 2004 | | | 2.27 | 7.81 | -5.54 | | 2003 | | | 25.70 | 28.66 | -2.96 | | 2002 | | | -32.10 | -27.64 | -4.46 | | 2001 | | | -24.46 | -22.30 | -2.16 | | 2000 | | | -11.82 | -13.05 | 1.23 | | 1999 | | | 23.90 | 38.87 | -14.97 |
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| PAST QUARTERLY RETURNS (%) FOR
MCACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.70 | 13.51 | 13.65 | N/A | | 2008 | -13.38 | 3.88 | -15.38 | -21.26 | | 2007 | 2.99 | 7.11 | 3.05 | -2.57 | | 2006 | 2.45 | -3.90 | 2.07 | 2.09 | | 2005 | -3.73 | 3.42 | 4.31 | 3.24 | | 2004 | 2.08 | -1.89 | -6.45 | 9.16 | | 2003 | -3.71 | 14.31 | 3.50 | 10.34 | | 2002 | -4.84 | -15.02 | -16.67 | 0.77 | | 2001 | -20.07 | 2.84 | -18.95 | 13.37 | | 2000 | 4.06 | -2.82 | 1.79 | -14.34 | | 1999 | N/A | N/A | N/A | 20.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 937 | 1802 | 52.00 | | 1-Month | 340 | 1890 | 17.99 | | 3-Month | 414 | 1884 | 21.97 | | 6-Month | 895 | 1827 | 48.99 | | 1-Year | 838 | 1797 | 46.63 | | 3-Year | 899 | 1518 | 59.22 | | 5-Year | 834 | 1251 | 66.67 |
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0.01% Nasdaq 0.00%
0.07 (0.29%) 
Performance
