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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.68% | | 5-Year Average Return: | -0.21% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.75% | |
Worst 1-Yr Total Return (2008): | -41.71% | |
Best 3-Yr Total Return (2005-7): | 7.75% | |
Worst 3-Yr Total Return (2006-8): | -10.48% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCEYX | Category | Diff | Index* | Diff | | Year To Date | 32.68 | 21.73 | 10.95 | 24.07 | 8.61 | | 1-Month | 3.86 | 5.16 | -1.3 | 6.00 | -2.14 | | 3-Month | 5.39 | 6.45 | -1.06 | 7.91 | -2.52 | | 1-Year | 34.54 | 24.67 | 9.87 | 25.39 | 9.15 | | 3-Year | -5.98 | -7.33 | 1.35 | -5.79 | -0.19 | | 5-Year | -0.21 | 0.27 | -0.48 | 0.71 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.83 | 47.53 | 3.3 | 45.76 | 5.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.11 | -16.99 | 0.88 | -18.25 | 2.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCEYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.71 | -37.09 | -4.62 | | 2007 | | | 6.32 | 1.42 | 4.90 | | 2006 | | | 15.75 | 18.15 | -2.40 | | 2005 | | | 1.65 | 5.95 | -4.30 | | 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
MCEYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.06 | 19.58 | 16.19 | N/A | | 2008 | -11.11 | 0.20 | -10.77 | -26.65 | | 2007 | 4.48 | 8.25 | 0.92 | -6.85 | | 2006 | 2.73 | -0.64 | 6.16 | 6.82 | | 2005 | -0.18 | -1.36 | 2.46 | 0.76 | | 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 | 129 | 1293 | 9.98 | | 1-Month | 1271 | 1338 | 94.99 | | 3-Month | 1196 | 1329 | 89.99 | | 6-Month | 752 | 1320 | 56.97 | | 1-Year | 96 | 1280 | 7.50 | | 3-Year | 263 | 1088 | 24.17 | | 5-Year | 455 | 917 | 49.62 |
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