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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.37% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.22% | |
Worst 1-Yr Total Return (2008): | -17.59% | |
Best 3-Yr Total Return (2006-8): | -1.07% | |
Worst 3-Yr Total Return (2006-8): | -1.07% |
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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 | MCKIX | Category | Diff | Index* | Diff | | Year To Date | 20.37 | 19.41 | 0.96 | N/A | N/A | | 1-Month | 2.61 | 2.38 | 0.23 | N/A | N/A | | 3-Month | 4.81 | 4.88 | -0.07 | N/A | N/A | | 1-Year | 23.71 | 23.37 | 0.34 | N/A | N/A | | 3-Year | 2.35 | 0.45 | 1.9 | 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) | 25.74 | 25.19 | 0.55 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.04 | -3.19 | 2.15 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.59 | -18.61 | 1.02 | | 2007 | | | 7.58 | 4.53 | 3.05 | | 2006 | | | 9.22 | 8.16 | 1.06 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MCKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.03 | 9.56 | 9.83 | N/A | | 2008 | -3.28 | -0.74 | -5.84 | -8.84 | | 2007 | 1.56 | 2.63 | 2.26 | 0.94 | | 2006 | 2.24 | -0.92 | 4.11 | 3.56 | | 2005 | N/A | N/A | 2.04 | 1.11 | | 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 | 293 | 639 | 45.85 | | 1-Month | 425 | 655 | 64.89 | | 3-Month | 385 | 653 | 58.96 | | 6-Month | 284 | 647 | 43.89 | | 1-Year | 243 | 635 | 38.27 | | 3-Year | 83 | 514 | 16.15 | | 5-Year | | 349 | N/A |
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