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| Morningstar Return Rating: | High | | Year to Date Return: | 12.87% | | 5-Year Average Return: | 3.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.06% | |
Worst 1-Yr Total Return (2008): | -33.28% | |
Best 3-Yr Total Return (2004-6): | 14.48% | |
Worst 3-Yr Total Return (2006-8): | -3.63% |
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| 1-Year: | -9.44% | | 3-Year: | -2.72% | | 5-Year: | 4.00% | | 10-Year: | 4.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCDVX | Category | Diff | Index* | Diff | | Year To Date | 12.87 | 15.79 | -2.92 | 17.05 | -4.18 | | 1-Month | -0.54 | -2.21 | 1.67 | -1.86 | 1.32 | | 3-Month | 4.52 | 5.62 | -1.1 | 5.48 | -0.96 | | 1-Year | 6.53 | 9.52 | -2.99 | 9.80 | -3.27 | | 3-Year | -4.00 | -8.36 | 4.36 | -7.02 | 3.02 | | 5-Year | 3.83 | 0.18 | 3.65 | 0.33 | 3.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.24 | 46.84 | -9.6 | 45.76 | -8.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.13 | -16.40 | -1.73 | -18.25 | 0.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCDVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.28 | -37.09 | 3.81 | | 2007 | | | 13.60 | 1.42 | 12.18 | | 2006 | | | 18.06 | 18.15 | -0.09 | | 2005 | | | 11.49 | 5.95 | 5.54 | | 2004 | | | 13.97 | 12.97 | 1.00 | | 2003 | | | 25.05 | 28.44 | -3.39 | | 2002 | | | -12.21 | -18.69 | 6.48 | | 2001 | | | -5.08 | -4.99 | -0.09 | | 2000 | | | 10.80 | 7.87 | 2.93 | | 1999 | | | 1.83 | 6.72 | -4.89 |
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| PAST QUARTERLY RETURNS (%) FOR
MCDVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 13.08 | 13.05 | N/A | | 2008 | -7.38 | 0.16 | -10.76 | -19.41 | | 2007 | 3.37 | 7.00 | 4.00 | -1.24 | | 2006 | 5.73 | 2.63 | 1.67 | 7.02 | | 2005 | 2.84 | 0.75 | 8.28 | -0.62 | | 2004 | 1.45 | 1.27 | 3.25 | 7.44 | | 2003 | -3.30 | 11.53 | 2.80 | 12.80 | | 2002 | 5.42 | -6.12 | -15.26 | 4.69 | | 2001 | -7.02 | 3.46 | -6.84 | 5.92 | | 2000 | -1.77 | -1.59 | 9.67 | 4.51 | | 1999 | N/A | N/A | N/A | 1.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 787 | 1335 | 58.95 | | 1-Month | 68 | 1379 | 4.93 | | 3-Month | 383 | 1368 | 28.00 | | 6-Month | 888 | 1346 | 65.97 | | 1-Year | 833 | 1318 | 63.20 | | 3-Year | 48 | 1124 | 4.27 | | 5-Year | 17 | 934 | 1.82 |
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0.18% Nasdaq 0.00%
0.02 (0.13%) 
Performance
