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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.45% | | 5-Year Average Return: | 2.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.51% | |
Worst 1-Yr Total Return (2008): | -43.55% | |
Best 3-Yr Total Return (2004-6): | 18.53% | |
Worst 3-Yr Total Return (2006-8): | -8.31% |
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| 1-Year: | 0.85% | | 3-Year: | -5.41% | | 5-Year: | 4.39% | | 10-Year: | 3.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCIVX | Category | Diff | Index* | Diff | | Year To Date | 25.45 | 28.50 | -3.05 | 29.91 | -4.46 | | 1-Month | 2.29 | 2.93 | -0.64 | 2.00 | 0.29 | | 3-Month | 2.61 | 4.52 | -1.91 | 4.58 | -1.97 | | 1-Year | 33.99 | 37.87 | -3.88 | 37.72 | -3.73 | | 3-Year | -7.53 | -5.94 | -1.59 | -5.52 | -2.01 | | 5-Year | 2.27 | 3.48 | -1.21 | 4.13 | -1.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.20 | 59.57 | 2.63 | 59.35 | 2.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.49 | -11.44 | -3.05 | -14.95 | 0.46 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCIVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.55 | -42.41 | -1.14 | | 2007 | | | 8.79 | 9.01 | -0.22 | | 2006 | | | 25.51 | 25.98 | -0.47 | | 2005 | | | 10.06 | 13.19 | -3.13 | | 2004 | | | 20.55 | 21.99 | -1.44 | | 2003 | | | 37.10 | 39.07 | -1.97 | | 2002 | | | -15.67 | -12.37 | -3.30 | | 2001 | | | -13.26 | -15.98 | 2.72 | | 2000 | | | N/A | -6.76 | N/A | | 1999 | | | N/A | 30.02 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCIVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.01 | 26.04 | 19.70 | N/A | | 2008 | -11.72 | -0.60 | -19.96 | -19.63 | | 2007 | 1.36 | 8.66 | 1.15 | -2.35 | | 2006 | 10.42 | 1.96 | 2.50 | 8.76 | | 2005 | 0.11 | -1.68 | 10.32 | 1.36 | | 2004 | 2.72 | 1.85 | -0.08 | 15.31 | | 2003 | -10.21 | 20.49 | 6.85 | 18.59 | | 2002 | 3.40 | 1.65 | -23.49 | 4.87 | | 2001 | -8.01 | 1.24 | -13.97 | 8.26 | | 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 | 224 | 340 | 65.88 | | 1-Month | 350 | 354 | 98.87 | | 3-Month | 322 | 354 | 90.96 | | 6-Month | 260 | 352 | 73.86 | | 1-Year | 187 | 338 | 55.33 | | 3-Year | 182 | 265 | 68.68 | | 5-Year | 138 | 199 | 69.35 |
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