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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.52% | | 5-Year Average Return: | 3.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.42% | |
Worst 1-Yr Total Return (2008): | -32.48% | |
Best 3-Yr Total Return (2005-7): | 11.61% | |
Worst 3-Yr Total Return (2006-8): | -3.87% |
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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 | MCGIX | Category | Diff | Index* | Diff | | Year To Date | 20.52 | 24.15 | -3.63 | 17.05 | 3.47 | | 1-Month | -0.90 | -2.25 | 1.35 | -1.86 | 0.96 | | 3-Month | 4.80 | 4.52 | 0.28 | 5.48 | -0.68 | | 1-Year | 15.36 | 15.35 | 0.01 | 9.80 | 5.56 | | 3-Year | 0.31 | -4.95 | 5.26 | -7.02 | 7.33 | | 5-Year | 3.58 | 0.99 | 2.59 | 0.33 | 3.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.03 | 42.81 | -3.78 | 45.76 | -6.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.63 | -17.14 | 1.51 | -18.25 | 2.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.48 | -40.67 | 8.19 | | 2007 | | | 21.42 | 13.35 | 8.07 | | 2006 | | | 8.37 | 7.05 | 1.32 | | 2005 | | | 5.66 | 6.71 | -1.05 | | 2004 | | | 4.39 | 7.81 | -3.42 | | 2003 | | | 17.57 | 28.66 | -11.09 | | 2002 | | | -22.67 | -27.64 | 4.97 | | 2001 | | | -13.11 | -22.30 | 9.19 | | 2000 | | | -7.07 | -13.05 | 5.98 | | 1999 | | | 22.90 | 38.87 | -15.97 |
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| PAST QUARTERLY RETURNS (%) FOR
MCGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.29 | 14.99 | 11.66 | N/A | | 2008 | -9.91 | 3.76 | -9.36 | -20.31 | | 2007 | 0.46 | 7.10 | 9.36 | 3.19 | | 2006 | 2.52 | -2.16 | 2.08 | 5.84 | | 2005 | -1.72 | 1.19 | 6.45 | -0.19 | | 2004 | 1.80 | 2.34 | -4.46 | 4.89 | | 2003 | -0.53 | 9.03 | -0.47 | 8.93 | | 2002 | -0.04 | -13.60 | -13.99 | 4.09 | | 2001 | -15.53 | 3.69 | -9.92 | 10.14 | | 2000 | -2.77 | -0.56 | -8.45 | 4.99 | | 1999 | N/A | N/A | N/A | 17.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1243 | 1802 | 68.98 | | 1-Month | 283 | 1890 | 14.97 | | 3-Month | 923 | 1884 | 48.99 | | 6-Month | 1315 | 1827 | 71.98 | | 1-Year | 835 | 1797 | 46.47 | | 3-Year | 53 | 1518 | 3.49 | | 5-Year | 119 | 1251 | 9.51 |
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1.00% Nasdaq 
Performance
