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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.29% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.04% | |
Worst 1-Yr Total Return (2008): | -32.64% | |
Best 3-Yr Total Return (2005-7): | 11.29% | |
Worst 3-Yr Total Return (2006-8): | -4.13% |
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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 | MCGFX | Category | Diff | Index* | Diff | | Year To Date | 20.29 | 24.15 | -3.86 | 17.05 | 3.24 | | 1-Month | -0.95 | -2.25 | 1.3 | -1.86 | 0.91 | | 3-Month | 4.72 | 4.52 | 0.2 | 5.48 | -0.76 | | 1-Year | 15.08 | 15.35 | -0.27 | 9.80 | 5.28 | | 3-Year | 0.06 | -4.95 | 5.01 | -7.02 | 7.08 | | 5-Year | 3.30 | 0.99 | 2.31 | 0.33 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.89 | 42.81 | -3.92 | 45.76 | -6.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.85 | -17.14 | 1.29 | -18.25 | 2.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.64 | -40.67 | 8.03 | | 2007 | | | 21.04 | 13.35 | 7.69 | | 2006 | | | 8.07 | 7.05 | 1.02 | | 2005 | | | 5.36 | 6.71 | -1.35 | | 2004 | | | 4.10 | 7.81 | -3.71 | | 2003 | | | 17.24 | 28.66 | -11.42 | | 2002 | | | -22.89 | -27.64 | 4.75 | | 2001 | | | -13.33 | -22.30 | 8.97 | | 2000 | | | -7.36 | -13.05 | 5.69 | | 1999 | | | 22.51 | 38.87 | -16.36 |
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| PAST QUARTERLY RETURNS (%) FOR
MCGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.36 | 14.92 | 11.66 | N/A | | 2008 | -9.94 | 3.69 | -9.44 | -20.35 | | 2007 | 0.36 | 7.04 | 9.30 | 3.09 | | 2006 | 2.42 | -2.22 | 2.02 | 5.77 | | 2005 | -1.77 | 1.08 | 6.38 | -0.25 | | 2004 | 1.70 | 2.26 | -4.55 | 4.87 | | 2003 | -0.59 | 8.92 | -0.50 | 8.82 | | 2002 | -0.12 | -13.62 | -14.08 | 4.03 | | 2001 | -15.56 | 3.62 | -9.98 | 10.04 | | 2000 | -2.86 | -0.62 | -8.52 | 4.90 | | 1999 | N/A | N/A | N/A | 17.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1279 | 1802 | 70.98 | | 1-Month | 340 | 1890 | 17.99 | | 3-Month | 960 | 1884 | 50.96 | | 6-Month | 1351 | 1827 | 73.95 | | 1-Year | 867 | 1797 | 48.25 | | 3-Year | 58 | 1518 | 3.82 | | 5-Year | 145 | 1251 | 11.59 |
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1.48% Nasdaq 
Performance
