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| Morningstar Return Rating: | Above average | | Year to Date Return: | 31.18% | | 5-Year Average Return: | 4.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.95% | |
Worst 1-Yr Total Return (2008): | -34.24% | |
Best 3-Yr Total Return (2005-7): | 9.63% | |
Worst 3-Yr Total Return (2006-8): | -6.55% |
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| 1-Year: | 8.95% | | 3-Year: | 1.63% | | 5-Year: | 4.16% | | 10-Year: | 4.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCCVX | Category | Diff | Index* | Diff | | Year To Date | 31.18 | 33.01 | -1.83 | N/A | N/A | | 1-Month | -1.44 | -1.69 | 0.25 | N/A | N/A | | 3-Month | 5.74 | 6.40 | -0.66 | N/A | N/A | | 1-Year | 30.73 | 32.21 | -1.48 | N/A | N/A | | 3-Year | 0.18 | -1.28 | 1.46 | N/A | N/A | | 5-Year | 4.01 | 2.75 | 1.26 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.59 | 40.24 | -3.65 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.15 | -6.87 | -2.28 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.24 | -33.38 | -0.86 | | 2007 | | | 13.95 | 7.51 | 6.44 | | 2006 | | | 8.90 | 10.72 | -1.82 | | 2005 | | | 6.18 | 3.59 | 2.59 | | 2004 | | | 4.86 | 9.03 | -4.17 | | 2003 | | | 21.46 | 26.24 | -4.78 | | 2002 | | | -9.50 | -7.77 | -1.73 | | 2001 | | | -4.76 | -6.57 | 1.81 | | 2000 | | | 6.51 | 2.52 | 3.99 | | 1999 | | | 32.90 | 29.21 | 3.69 |
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| PAST QUARTERLY RETURNS (%) FOR
MCCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.58 | 13.33 | 14.48 | N/A | | 2008 | -7.20 | 2.17 | -16.05 | -17.39 | | 2007 | 1.23 | 7.43 | 4.65 | 0.11 | | 2006 | 4.80 | -1.68 | 0.41 | 5.26 | | 2005 | -2.62 | 2.31 | 5.36 | 1.16 | | 2004 | 0.82 | -0.95 | -1.24 | 6.32 | | 2003 | 0.35 | 8.46 | 2.25 | 9.15 | | 2002 | 0.15 | -6.33 | -8.07 | 4.93 | | 2001 | -4.81 | 3.36 | -10.66 | 8.36 | | 2000 | 9.26 | 0.26 | 1.74 | -4.43 | | 1999 | N/A | N/A | N/A | 16.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 80 | 55.00 | | 1-Month | 29 | 86 | 33.72 | | 3-Month | 43 | 86 | 50.00 | | 6-Month | 40 | 86 | 46.51 | | 1-Year | 39 | 79 | 49.37 | | 3-Year | 17 | 66 | 25.76 | | 5-Year | 9 | 61 | 14.75 |
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