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| Morningstar Return Rating: | High | | Year to Date Return: | -4.19% | | 5-Year Average Return: | 3.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 20.96% | |
Worst 1-Yr Total Return (2008): | -33.28% | |
Best 3-Yr Total Return (2005-7): | 14.35% | |
Worst 3-Yr Total Return (2006-8): | -3.63% |
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| 1-Year: | 19.96% | | 3-Year: | -2.85% | | 5-Year: | 3.83% | | 10-Year: | 4.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCDVX | Category | Diff | Index* | Diff | | Year To Date | -4.19 | -2.97 | -1.22 | -3.60 | -0.59 | | 1-Month | -4.19 | -2.97 | -1.22 | -3.60 | -0.59 | | 3-Month | 2.68 | 3.98 | -1.3 | 4.16 | -1.48 | | 1-Year | 25.66 | 32.89 | -7.23 | 33.14 | -7.48 | | 3-Year | -4.44 | -8.60 | 4.16 | -7.24 | 2.8 | | 5-Year | 3.08 | -0.19 | 3.27 | 0.18 | 2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.24 | 47.48 | -10.24 | 45.76 | -8.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.13 | -17.06 | -1.07 | -18.25 | 0.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCDVX | Category | Diff | | 2009 | | | 20.96 | 24.13 | -3.17 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MCDVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 13.08 | 13.05 | 6.59 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1245 | 1325 | 93.96 | | 1-Month | 1046 | 1325 | 78.94 | | 3-Month | 1155 | 1313 | 87.97 | | 6-Month | 1179 | 1296 | 90.97 | | 1-Year | 910 | 1268 | 71.77 | | 3-Year | 68 | 1104 | 6.16 | | 5-Year | 34 | 914 | 3.72 |
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1.52% Nasdaq 0.00%
Performance
