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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.79% | | 5-Year Average Return: | 0.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.07% | |
Worst 1-Yr Total Return (2008): | -38.08% | |
Best 3-Yr Total Return (2005-7): | 6.24% | |
Worst 3-Yr Total Return (2006-8): | -9.86% |
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| 1-Year: | -5.04% | | 3-Year: | -3.96% | | 5-Year: | -0.22% | | 10-Year: | -0.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCPBX | Category | Diff | Index* | Diff | | Year To Date | 31.79 | 31.20 | 0.59 | 24.07 | 7.72 | | 1-Month | 5.02 | 5.67 | -0.65 | 6.00 | -0.98 | | 3-Month | 6.86 | 8.18 | -1.32 | 7.91 | -1.05 | | 1-Year | 34.85 | 34.04 | 0.81 | 25.39 | 9.46 | | 3-Year | -3.27 | -3.89 | 0.62 | -5.79 | 2.52 | | 5-Year | 0.13 | 1.25 | -1.12 | 0.71 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.30 | 43.84 | -3.54 | 45.76 | -5.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.01 | -18.03 | 3.02 | -18.25 | 3.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.08 | -40.67 | 2.59 | | 2007 | | | 11.07 | 13.35 | -2.28 | | 2006 | | | 6.50 | 7.05 | -0.55 | | 2005 | | | 1.38 | 6.71 | -5.33 | | 2004 | | | 7.67 | 7.81 | -0.14 | | 2003 | | | 28.12 | 28.66 | -0.54 | | 2002 | | | -31.94 | -27.64 | -4.30 | | 2001 | | | -9.69 | -22.30 | 12.61 | | 2000 | | | 3.00 | -13.05 | 16.05 | | 1999 | | | 22.67 | 38.87 | -16.20 |
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| PAST QUARTERLY RETURNS (%) FOR
MCPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.21 | 14.01 | 11.02 | N/A | | 2008 | -10.67 | 2.22 | -13.51 | -21.60 | | 2007 | 0.14 | 6.31 | 5.13 | -0.76 | | 2006 | 3.10 | -4.84 | 3.16 | 5.23 | | 2005 | -1.92 | 0.86 | 2.48 | 0.00 | | 2004 | -0.74 | 2.41 | -1.14 | 7.14 | | 2003 | -3.70 | 16.25 | 1.89 | 12.33 | | 2002 | -3.96 | -20.60 | -19.43 | 10.77 | | 2001 | -8.41 | 6.57 | -20.29 | 16.08 | | 2000 | 6.27 | -3.32 | 3.18 | -2.83 | | 1999 | N/A | N/A | N/A | 16.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 690 | 1818 | 37.95 | | 1-Month | 247 | 1906 | 12.96 | | 3-Month | 609 | 1904 | 31.99 | | 6-Month | 1586 | 1866 | 84.99 | | 1-Year | 738 | 1815 | 40.66 | | 3-Year | 495 | 1537 | 32.21 | | 5-Year | 735 | 1273 | 57.74 |
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0.51% Nasdaq 
Performance
