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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.27% | | 5-Year Average Return: | 0.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.42% | |
Worst 1-Yr Total Return (2008): | -37.18% | |
Best 3-Yr Total Return (2004-6): | 10.92% | |
Worst 3-Yr Total Return (2006-8): | -8.58% |
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| 1-Year: | -5.17% | | 3-Year: | -6.50% | | 5-Year: | 0.53% | | 10-Year: | 1.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCBAX | Category | Diff | Index* | Diff | | Year To Date | 19.27 | 15.79 | 3.48 | 17.05 | 2.22 | | 1-Month | -1.22 | -2.21 | 0.99 | -1.86 | 0.64 | | 3-Month | 5.65 | 5.62 | 0.03 | 5.48 | 0.17 | | 1-Year | 14.13 | 9.52 | 4.61 | 9.80 | 4.33 | | 3-Year | -7.81 | -8.36 | 0.55 | -7.02 | -0.79 | | 5-Year | 0.15 | 0.18 | -0.03 | 0.33 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.14 | 46.84 | -0.7 | 45.76 | 0.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.61 | -16.40 | 0.79 | -18.25 | 2.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.18 | -37.09 | -0.09 | | 2007 | | | 0.18 | 1.42 | -1.24 | | 2006 | | | 21.42 | 18.15 | 3.27 | | 2005 | | | 2.82 | 5.95 | -3.13 | | 2004 | | | 9.32 | 12.97 | -3.65 | | 2003 | | | 31.34 | 28.44 | 2.90 | | 2002 | | | -17.65 | -18.69 | 1.04 | | 2001 | | | -1.51 | -4.99 | 3.48 | | 2000 | | | 2.08 | 7.87 | -5.79 | | 1999 | | | 9.97 | 6.72 | 3.25 |
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| PAST QUARTERLY RETURNS (%) FOR
MCBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.82 | 17.30 | 15.42 | N/A | | 2008 | -8.47 | -4.80 | -9.10 | -20.68 | | 2007 | 0.95 | 6.39 | -0.91 | -5.87 | | 2006 | 5.81 | -0.48 | 7.20 | 7.55 | | 2005 | -1.91 | -0.57 | 3.03 | 2.32 | | 2004 | 2.29 | 1.50 | -2.73 | 8.25 | | 2003 | -6.64 | 17.86 | 3.46 | 15.38 | | 2002 | 4.26 | -11.55 | -19.86 | 11.43 | | 2001 | -1.17 | 3.61 | -14.33 | 12.27 | | 2000 | -1.46 | -1.78 | 6.13 | -0.62 | | 1999 | N/A | N/A | N/A | 2.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 333 | 1335 | 24.94 | | 1-Month | 289 | 1379 | 20.96 | | 3-Month | 656 | 1368 | 47.95 | | 6-Month | 323 | 1346 | 24.00 | | 1-Year | 273 | 1318 | 20.71 | | 3-Year | 389 | 1124 | 34.61 | | 5-Year | 392 | 934 | 41.97 |
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0.09% Nasdaq 
0.41%
Performance
