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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.47% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.37% | |
Worst 1-Yr Total Return (2008): | -40.86% | |
Best 3-Yr Total Return (2004-6): | 11.07% | |
Worst 3-Yr Total Return (2006-8): | -10.33% |
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| 1-Year: | -3.94% | | 3-Year: | -3.72% | | 5-Year: | 2.21% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCAGX | Category | Diff | Index* | Diff | | Year To Date | 25.47 | 24.15 | 1.32 | 17.05 | 8.42 | | 1-Month | -2.69 | -2.25 | -0.44 | -1.86 | -0.83 | | 3-Month | 5.94 | 4.52 | 1.42 | 5.48 | 0.46 | | 1-Year | 18.24 | 15.35 | 2.89 | 9.80 | 8.44 | | 3-Year | -5.66 | -4.95 | -0.71 | -7.02 | 1.36 | | 5-Year | 1.06 | 0.99 | 0.07 | 0.33 | 0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.04 | 42.81 | 9.23 | 45.76 | 6.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.89 | -17.14 | -1.75 | -18.25 | -0.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.86 | -40.67 | -0.19 | | 2007 | | | 8.50 | 13.35 | -4.85 | | 2006 | | | 12.36 | 7.05 | 5.31 | | 2005 | | | 6.61 | 6.71 | -0.10 | | 2004 | | | 14.37 | 7.81 | 6.56 | | 2003 | | | 31.02 | 28.66 | 2.36 | | 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
MCAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.49 | 19.66 | 17.76 | N/A | | 2008 | -9.33 | 0.70 | -13.90 | -24.78 | | 2007 | 3.05 | 5.99 | 1.31 | -1.94 | | 2006 | 6.09 | -4.12 | 2.40 | 7.87 | | 2005 | -2.93 | 1.24 | 5.66 | 2.68 | | 2004 | 3.85 | 0.74 | -2.86 | 12.54 | | 2003 | -4.03 | 16.22 | 4.42 | 12.50 | | 2002 | N/A | N/A | -15.80 | 6.06 | | 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 | 720 | 1802 | 39.96 | | 1-Month | 1568 | 1890 | 82.96 | | 3-Month | 810 | 1884 | 42.99 | | 6-Month | 127 | 1827 | 6.95 | | 1-Year | 530 | 1797 | 29.49 | | 3-Year | 847 | 1518 | 55.80 | | 5-Year | 510 | 1251 | 40.77 |
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0.06% Nasdaq 
Performance
