|
| Morningstar Return Rating: | Low | | Year to Date Return: | -2.53% | | 5-Year Average Return: | -2.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.36% | |
Worst 1-Yr Total Return (2008): | -32.63% | |
Best 3-Yr Total Return (2004-6): | 9.77% | |
Worst 3-Yr Total Return (2006-8): | -8.09% |
|
| 1-Year: | -14.61% | | 3-Year: | -10.13% | | 5-Year: | -2.03% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCPWX | Category | Diff | Index* | Diff | | Year To Date | -2.53 | 18.65 | -21.18 | 17.05 | -19.58 | | 1-Month | -0.76 | -2.18 | 1.42 | -1.86 | 1.1 | | 3-Month | -0.30 | 5.08 | -5.38 | 5.48 | -5.78 | | 1-Year | -4.11 | 11.86 | -15.97 | 9.80 | -13.91 | | 3-Year | -11.44 | -6.78 | -4.66 | -7.02 | -4.42 | | 5-Year | -2.41 | 0.49 | -2.9 | 0.33 | -2.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.07 | 45.26 | -44.19 | 45.76 | -44.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.87 | -15.99 | -4.88 | -18.25 | -2.62 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCPWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.63 | -37.79 | 5.16 | | 2007 | | | 3.48 | 6.16 | -2.68 | | 2006 | | | 11.36 | 14.17 | -2.81 | | 2005 | | | 8.97 | 5.88 | 3.09 | | 2004 | | | 9.00 | 10.02 | -1.02 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MCPWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.68 | 0.15 | 0.76 | N/A | | 2008 | -14.86 | -0.94 | -9.05 | -12.17 | | 2007 | 1.89 | 5.22 | -0.16 | -3.32 | | 2006 | 7.14 | -3.57 | 1.68 | 6.01 | | 2005 | 0.63 | 0.80 | 4.94 | 2.37 | | 2004 | 3.85 | -3.11 | -0.27 | 8.61 | | 2003 | N/A | 7.01 | 0.47 | 6.74 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 2013 | 2013 | 100.00 | | 1-Month | 1983 | 2110 | 93.98 | | 3-Month | 2069 | 2090 | 99.00 | | 6-Month | 2028 | 2049 | 98.98 | | 1-Year | 1578 | 1999 | 78.94 | | 3-Year | 1300 | 1694 | 76.74 | | 5-Year | 1044 | 1352 | 77.22 |
|
|
|
|
|
0.18% Nasdaq 0.00%
Performance
