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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.20% | | 5-Year Average Return: | 0.68% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.23% | |
Worst 1-Yr Total Return (2008): | -39.20% | |
Best 3-Yr Total Return (2005-7): | 8.16% | |
Worst 3-Yr Total Return (2006-8): | -10.80% |
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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 | MCPIX | Category | Diff | Index* | Diff | | Year To Date | 24.20 | 24.15 | 0.05 | 17.05 | 7.15 | | 1-Month | -0.98 | -2.25 | 1.27 | -1.86 | 0.88 | | 3-Month | 6.08 | 4.52 | 1.56 | 5.48 | 0.6 | | 1-Year | 15.99 | 15.35 | 0.64 | 9.80 | 6.19 | | 3-Year | -5.12 | -4.95 | -0.17 | -7.02 | 1.9 | | 5-Year | 0.68 | 0.99 | -0.31 | 0.33 | 0.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.85 | 42.81 | -3.96 | 45.76 | -6.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.24 | -17.14 | -0.1 | -18.25 | 1.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.20 | -40.67 | 1.47 | | 2007 | | | 12.23 | 13.35 | -1.12 | | 2006 | | | 4.02 | 7.05 | -3.03 | | 2005 | | | 8.40 | 6.71 | 1.69 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.35 | 13.86 | 13.97 | N/A | | 2008 | -13.11 | 4.22 | -15.07 | -20.95 | | 2007 | 3.32 | 7.45 | 3.40 | -2.23 | | 2006 | 2.76 | -3.57 | 2.44 | 2.47 | | 2005 | -3.47 | 3.81 | 4.58 | 3.44 | | 2004 | N/A | -1.75 | -6.22 | 9.42 | | 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 | 792 | 1802 | 43.95 | | 1-Month | 302 | 1890 | 15.98 | | 3-Month | 320 | 1884 | 16.99 | | 6-Month | 675 | 1827 | 36.95 | | 1-Year | 680 | 1797 | 37.84 | | 3-Year | 643 | 1518 | 42.36 | | 5-Year | 598 | 1251 | 47.80 |
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0.22% Nasdaq 
0.09 (0.32%) 
Performance
