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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.03% | | 5-Year Average Return: | 3.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.78% | |
Worst 1-Yr Total Return (2008): | -32.76% | |
Best 3-Yr Total Return (2005-7): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -4.32% |
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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 | MCRGX | Category | Diff | Index* | Diff | | Year To Date | 20.03 | 24.15 | -4.12 | 17.05 | 2.98 | | 1-Month | -0.91 | -2.25 | 1.34 | -1.86 | 0.95 | | 3-Month | 4.70 | 4.52 | 0.18 | 5.48 | -0.78 | | 1-Year | 14.87 | 15.35 | -0.48 | 9.80 | 5.07 | | 3-Year | -0.16 | -4.95 | 4.79 | -7.02 | 6.86 | | 5-Year | 3.08 | 0.99 | 2.09 | 0.33 | 2.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.63 | 42.81 | -4.18 | 45.76 | -7.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.05 | -17.14 | 1.09 | -18.25 | 2.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCRGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.76 | -40.67 | 7.91 | | 2007 | | | 20.78 | 13.35 | 7.43 | | 2006 | | | 7.86 | 7.05 | 0.81 | | 2005 | | | 5.10 | 6.71 | -1.61 | | 2004 | | | 3.87 | 7.81 | -3.94 | | 2003 | | | 16.97 | 28.66 | -11.69 | | 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
MCRGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.44 | 14.88 | 11.51 | N/A | | 2008 | -10.00 | 3.68 | -9.51 | -20.37 | | 2007 | 0.32 | 6.99 | 9.18 | 3.07 | | 2006 | 2.41 | -2.31 | 1.98 | 5.72 | | 2005 | -1.86 | 1.08 | 6.30 | -0.34 | | 2004 | 1.66 | 2.22 | -4.61 | 4.79 | | 2003 | -0.65 | 8.88 | -0.55 | 8.73 | | 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 | 1297 | 1802 | 71.98 | | 1-Month | 321 | 1890 | 16.98 | | 3-Month | 998 | 1884 | 52.97 | | 6-Month | 1351 | 1827 | 73.95 | | 1-Year | 898 | 1797 | 49.97 | | 3-Year | 62 | 1518 | 4.08 | | 5-Year | 162 | 1251 | 12.95 |
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1.00% Nasdaq 
Performance
