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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.66% | | 5-Year Average Return: | 1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.53% | |
Worst 1-Yr Total Return (2008): | -36.64% | |
Best 3-Yr Total Return (2005-7): | 9.82% | |
Worst 3-Yr Total Return (2006-8): | -7.49% |
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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 | MCRRX | Category | Diff | Index* | Diff | | Year To Date | 20.66 | 31.20 | -10.54 | 24.07 | -3.41 | | 1-Month | 5.68 | 5.67 | 0.01 | 6.00 | -0.32 | | 3-Month | 7.82 | 8.18 | -0.36 | 7.91 | -0.09 | | 1-Year | 18.83 | 34.04 | -15.21 | 25.39 | -6.56 | | 3-Year | -4.14 | -3.89 | -0.25 | -5.79 | 1.65 | | 5-Year | 1.04 | 1.25 | -0.21 | 0.71 | 0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.73 | 43.84 | -10.11 | 45.76 | -12.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.63 | -18.03 | -4.6 | -18.25 | -4.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.64 | -40.67 | 4.03 | | 2007 | | | 14.53 | 13.35 | 1.18 | | 2006 | | | 9.09 | 7.05 | 2.04 | | 2005 | | | 6.02 | 6.71 | -0.69 | | 2004 | | | 9.89 | 7.81 | 2.08 | | 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
MCRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.08 | 10.53 | 12.65 | N/A | | 2008 | -8.40 | 1.80 | -11.56 | -23.16 | | 2007 | 0.54 | 7.45 | 4.41 | 1.54 | | 2006 | 3.67 | -3.98 | 3.40 | 5.99 | | 2005 | -4.13 | 2.28 | 4.90 | 3.07 | | 2004 | 1.14 | 2.25 | -3.68 | 10.33 | | 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 | 1618 | 1818 | 89.00 | | 1-Month | 648 | 1906 | 34.00 | | 3-Month | 1028 | 1904 | 53.99 | | 6-Month | 1511 | 1866 | 80.98 | | 1-Year | 1419 | 1815 | 78.18 | | 3-Year | 731 | 1537 | 47.56 | | 5-Year | 579 | 1273 | 45.48 |
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0.99% Nasdaq 
0.02 (0.13%) 
Performance
