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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.17% | | 5-Year Average Return: | -0.61% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.23% | |
Worst 1-Yr Total Return (2008): | -41.95% | |
Best 3-Yr Total Return (2005-7): | 7.32% | |
Worst 3-Yr Total Return (2006-8): | -10.85% |
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| 1-Year: | -10.05% | | 3-Year: | -6.97% | | 5-Year: | -0.57% | | 10-Year: | 2.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCEAX | Category | Diff | Index* | Diff | | Year To Date | 32.17 | 21.73 | 10.44 | 24.07 | 8.1 | | 1-Month | 3.79 | 5.16 | -1.37 | 6.00 | -2.21 | | 3-Month | 5.24 | 6.45 | -1.21 | 7.91 | -2.67 | | 1-Year | 33.92 | 24.67 | 9.25 | 25.39 | 8.53 | | 3-Year | -6.36 | -7.33 | 0.97 | -5.79 | -0.57 | | 5-Year | -0.61 | 0.27 | -0.88 | 0.71 | -1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.48 | 47.53 | 2.95 | 45.76 | 4.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.42 | -16.99 | 0.57 | -18.25 | 1.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.95 | -37.09 | -4.86 | | 2007 | | | 5.93 | 1.42 | 4.51 | | 2006 | | | 15.23 | 18.15 | -2.92 | | 2005 | | | 1.28 | 5.95 | -4.67 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.17 | 19.50 | 16.13 | N/A | | 2008 | -11.19 | 0.07 | -10.88 | -26.70 | | 2007 | 4.37 | 8.17 | 0.82 | -6.94 | | 2006 | 2.61 | -0.75 | 6.06 | 6.68 | | 2005 | -0.29 | -1.42 | 2.34 | 0.68 | | 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 | | 1999 | 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 | 142 | 1293 | 10.98 | | 1-Month | 1284 | 1338 | 95.96 | | 3-Month | 1209 | 1329 | 90.97 | | 6-Month | 805 | 1320 | 60.98 | | 1-Year | 107 | 1280 | 8.36 | | 3-Year | 328 | 1088 | 30.15 | | 5-Year | 532 | 917 | 58.02 |
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0.19% Nasdaq 
0.04%
Performance
