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| Morningstar Return Rating: | Low | | Year to Date Return: | 35.03% | | 5-Year Average Return: | -4.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.99% | |
Worst 1-Yr Total Return (2008): | -51.24% | |
Best 3-Yr Total Return (2004-6): | 5.82% | |
Worst 3-Yr Total Return (2006-8): | -18.53% |
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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 | MCPRX | Category | Diff | Index* | Diff | | Year To Date | 35.03 | 31.59 | 3.44 | 24.07 | 10.96 | | 1-Month | 5.41 | 4.49 | 0.92 | 6.00 | -0.59 | | 3-Month | 7.63 | 6.16 | 1.47 | 7.91 | -0.28 | | 1-Year | 37.55 | 35.24 | 2.31 | 25.39 | 12.16 | | 3-Year | -10.25 | -5.04 | -5.21 | -5.79 | -4.46 | | 5-Year | -4.80 | 1.47 | -6.27 | 0.71 | -5.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.53 | 48.99 | -0.46 | 45.76 | 2.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.63 | -20.53 | -11.1 | -18.25 | -13.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCPRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.24 | -43.77 | -7.47 | | 2007 | | | 9.10 | 15.09 | -5.99 | | 2006 | | | 1.65 | 9.00 | -7.35 | | 2005 | | | 2.25 | 9.84 | -7.59 | | 2004 | | | 13.99 | 13.23 | 0.76 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCPRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.07 | 16.99 | 18.87 | N/A | | 2008 | -11.12 | 4.36 | -19.38 | -34.79 | | 2007 | 4.33 | 6.44 | 1.17 | -2.89 | | 2006 | 5.84 | -7.91 | -2.82 | 7.33 | | 2005 | -7.09 | 2.67 | 4.60 | 2.48 | | 2004 | 6.93 | 1.20 | -7.71 | 14.14 | | 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 | 339 | 827 | 40.99 | | 1-Month | 466 | 881 | 52.89 | | 3-Month | 246 | 879 | 27.99 | | 6-Month | 172 | 862 | 19.95 | | 1-Year | 339 | 825 | 41.09 | | 3-Year | 580 | 734 | 79.02 | | 5-Year | 523 | 632 | 82.75 |
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