|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.48% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.56% | |
Worst 1-Yr Total Return (2008): | -45.87% | |
Best 3-Yr Total Return (2005-7): | 8.53% | |
Worst 3-Yr Total Return (2006-8): | -12.91% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCALX | Category | Diff | Index* | Diff | | Year To Date | 37.48 | 31.20 | 6.28 | 24.07 | 13.41 | | 1-Month | 5.69 | 5.67 | 0.02 | 6.00 | -0.31 | | 3-Month | 8.16 | 8.18 | -0.02 | 7.91 | 0.25 | | 1-Year | 40.82 | 34.04 | 6.78 | 25.39 | 15.43 | | 3-Year | -5.59 | -3.89 | -1.7 | -5.79 | 0.2 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.21 | 43.84 | 3.37 | 45.76 | 1.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.28 | -18.03 | -4.25 | -18.25 | -4.03 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCALX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.87 | -40.67 | -5.20 | | 2007 | | | 13.56 | 13.35 | 0.21 | | 2006 | | | 7.47 | 7.05 | 0.42 | | 2005 | | | 4.75 | 6.71 | -1.96 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
MCALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.63 | 19.13 | 13.53 | N/A | | 2008 | -11.71 | 3.27 | -17.41 | -28.12 | | 2007 | 2.58 | 6.34 | 7.03 | -2.73 | | 2006 | 4.50 | -4.67 | 3.27 | 4.47 | | 2005 | -2.80 | 0.41 | 3.48 | 3.71 | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 327 | 1818 | 17.99 | | 1-Month | 628 | 1906 | 32.95 | | 3-Month | 780 | 1904 | 40.97 | | 6-Month | 1100 | 1866 | 58.95 | | 1-Year | 256 | 1815 | 14.10 | | 3-Year | 946 | 1537 | 61.55 | | 5-Year | | 1273 | N/A |
|
|
|
|
|
0.10% Nasdaq 0.00%
0.04 (0.42%) 
Performance
