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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.39% | | 5-Year Average Return: | 4.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.74% | |
Worst 1-Yr Total Return (2008): | -33.70% | |
Best 3-Yr Total Return (2005-7): | 10.45% | |
Worst 3-Yr Total Return (2006-8): | -5.84% |
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| 1-Year: | 4.90% | | 3-Year: | 0.58% | | 5-Year: | 3.82% | | 10-Year: | 4.86% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCOAX | Category | Diff | Index* | Diff | | Year To Date | 32.39 | 33.01 | -0.62 | N/A | N/A | | 1-Month | -1.29 | -1.69 | 0.4 | N/A | N/A | | 3-Month | 6.06 | 6.40 | -0.34 | N/A | N/A | | 1-Year | 32.11 | 32.21 | -0.1 | N/A | N/A | | 3-Year | 1.04 | -1.28 | 2.32 | N/A | N/A | | 5-Year | 4.87 | 2.75 | 2.12 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.38 | 40.24 | -2.86 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.28 | -6.87 | -1.41 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.70 | -33.38 | -0.32 | | 2007 | | | 14.74 | 7.51 | 7.23 | | 2006 | | | 9.75 | 10.72 | -0.97 | | 2005 | | | 7.00 | 3.59 | 3.41 | | 2004 | | | 5.67 | 9.03 | -3.36 | | 2003 | | | 22.41 | 26.24 | -3.83 | | 2002 | | | -8.88 | -7.77 | -1.11 | | 2001 | | | -4.01 | -6.57 | 2.56 | | 2000 | | | 7.24 | 2.52 | 4.72 | | 1999 | | | 33.91 | 29.21 | 4.70 |
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| PAST QUARTERLY RETURNS (%) FOR
MCOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.83 | 13.63 | 14.78 | N/A | | 2008 | -6.97 | 2.34 | -15.86 | -17.24 | | 2007 | 1.36 | 7.65 | 4.85 | 0.29 | | 2006 | 4.93 | -1.49 | 0.60 | 5.54 | | 2005 | -2.47 | 2.55 | 5.49 | 1.42 | | 2004 | 1.09 | -0.84 | -1.05 | 6.53 | | 2003 | 0.62 | 8.67 | 2.45 | 9.27 | | 2002 | 0.34 | -6.14 | -7.88 | 5.03 | | 2001 | -4.62 | 3.56 | -10.48 | 8.57 | | 2000 | 9.46 | 0.44 | 1.87 | -4.25 | | 1999 | N/A | N/A | N/A | 17.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 80 | 45.00 | | 1-Month | 23 | 86 | 26.74 | | 3-Month | 32 | 86 | 37.21 | | 6-Month | 30 | 86 | 34.88 | | 1-Year | 32 | 79 | 40.51 | | 3-Year | 11 | 66 | 16.67 | | 5-Year | 3 | 61 | 4.92 |
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0.22% Nasdaq 0.00%
Performance
