|
| Morningstar Return Rating: | Average | | Year to Date Return: | 19.29% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.94% | |
Worst 1-Yr Total Return (2008): | -18.39% | |
Best 3-Yr Total Return (2006-8): | -2.14% | |
Worst 3-Yr Total Return (2006-8): | -2.14% |
|
| 1-Year: | 5.25% | | 3-Year: | 1.64% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCKCX | Category | Diff | Index* | Diff | | Year To Date | 19.29 | 19.41 | -0.12 | N/A | N/A | | 1-Month | 2.54 | 2.38 | 0.16 | N/A | N/A | | 3-Month | 4.60 | 4.88 | -0.28 | N/A | N/A | | 1-Year | 22.45 | 23.37 | -0.92 | N/A | N/A | | 3-Year | 1.31 | 0.45 | 0.86 | N/A | N/A | | 5-Year | N/A | 2.90 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.93 | 25.19 | -0.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.16 | -3.19 | 1.03 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCKCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.39 | -18.61 | 0.22 | | 2007 | | | 6.38 | 4.53 | 1.85 | | 2006 | | | 7.94 | 8.16 | -0.22 | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MCKCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.29 | 9.37 | 9.41 | N/A | | 2008 | -3.43 | -1.02 | -6.04 | -9.14 | | 2007 | 1.24 | 2.40 | 2.00 | 0.60 | | 2006 | 1.83 | -1.16 | 3.68 | 3.43 | | 2005 | N/A | N/A | 1.49 | 1.01 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 338 | 639 | 52.90 | | 1-Month | 445 | 655 | 67.94 | | 3-Month | 476 | 653 | 72.89 | | 6-Month | 355 | 647 | 54.87 | | 1-Year | 277 | 635 | 43.62 | | 3-Year | 144 | 514 | 28.02 | | 5-Year | | 349 | N/A |
|
|
|
|
|
0.40% Nasdaq 
Performance
