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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.02% | | 5-Year Average Return: | 2.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.01% | |
Worst 1-Yr Total Return (2008): | -43.66% | |
Best 3-Yr Total Return (2004-6): | 9.62% | |
Worst 3-Yr Total Return (2006-8): | -11.43% |
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| 1-Year: | -4.17% | | 3-Year: | -1.76% | | 5-Year: | 3.50% | | 10-Year: | 4.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCEBX | Category | Diff | Index* | Diff | | Year To Date | 35.02 | 25.80 | 9.22 | 17.05 | 17.97 | | 1-Month | -2.54 | -4.37 | 1.83 | -1.86 | -0.68 | | 3-Month | 6.67 | 4.09 | 2.58 | 5.48 | 1.19 | | 1-Year | 25.42 | 16.23 | 9.19 | 9.80 | 15.62 | | 3-Year | -3.18 | -5.36 | 2.18 | -7.02 | 3.84 | | 5-Year | 2.56 | 1.68 | 0.88 | 0.33 | 2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.35 | 47.87 | 9.48 | 45.76 | 11.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.30 | -19.87 | -0.43 | -18.25 | -2.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.66 | -43.77 | 0.11 | | 2007 | | | 16.94 | 15.09 | 1.85 | | 2006 | | | 5.45 | 9.00 | -3.55 | | 2005 | | | 6.77 | 9.84 | -3.07 | | 2004 | | | 17.01 | 13.23 | 3.78 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.69 | 20.74 | 16.71 | N/A | | 2008 | -10.95 | 8.82 | -19.95 | -27.37 | | 2007 | 5.63 | 6.89 | 2.19 | 1.35 | | 2006 | 8.61 | -6.23 | -2.41 | 6.10 | | 2005 | -4.53 | 4.41 | 3.83 | 3.17 | | 2004 | 4.93 | -1.28 | -3.46 | 17.01 | | 2003 | N/A | N/A | N/A | 13.95 | | 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 | 144 | 848 | 16.98 | | 1-Month | 225 | 901 | 24.97 | | 3-Month | 89 | 898 | 9.91 | | 6-Month | 164 | 868 | 18.89 | | 1-Year | 117 | 847 | 13.81 | | 3-Year | 168 | 749 | 22.43 | | 5-Year | 228 | 636 | 35.85 |
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1.00% Nasdaq 0.00%
Performance
