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| Morningstar Return Rating: | Below average | | Year to Date Return: | -5.64% | | 5-Year Average Return: | -0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 43.90% | |
Worst 1-Yr Total Return (2008): | -45.75% | |
Best 3-Yr Total Return (2005-7): | 8.81% | |
Worst 3-Yr Total Return (2006-8): | -12.68% |
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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 | MCASX | Category | Diff | Index* | Diff | | Year To Date | -5.64 | -4.87 | -0.77 | -3.60 | -2.04 | | 1-Month | -5.64 | -4.87 | -0.77 | -3.60 | -2.04 | | 3-Month | 4.10 | 3.82 | 0.28 | 4.16 | -0.06 | | 1-Year | 40.33 | 35.76 | 4.57 | 33.14 | 7.19 | | 3-Year | -6.48 | -5.20 | -1.28 | -7.24 | 0.76 | | 5-Year | -0.50 | 0.87 | -1.37 | 0.18 | -0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.48 | 44.07 | 3.41 | 45.76 | 1.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.10 | -18.03 | -4.07 | -18.25 | -3.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCASX | Category | Diff | | 2009 | | | 43.90 | 35.68 | 8.22 | | 2008 | | | -45.75 | -40.67 | -5.08 | | 2007 | | | 13.80 | 13.35 | 0.45 | | 2006 | | | 7.84 | 7.05 | 0.79 | | 2005 | | | 4.98 | 6.71 | -1.73 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MCASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 19.10 | 13.66 | 7.88 | | 2008 | -11.63 | 3.34 | -17.36 | -28.11 | | 2007 | 2.57 | 6.40 | 7.15 | -2.68 | | 2006 | 4.59 | -4.66 | 3.45 | 4.54 | | 2005 | -2.70 | 0.41 | 3.58 | 3.73 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1580 | 1882 | 83.95 | | 1-Month | 1562 | 1882 | 83.00 | | 3-Month | 1064 | 1867 | 56.99 | | 6-Month | 1023 | 1860 | 55.00 | | 1-Year | 440 | 1787 | 24.62 | | 3-Year | 929 | 1545 | 60.13 | | 5-Year | 811 | 1265 | 64.11 |
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0.03% Nasdaq 
0.00%
Performance
