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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.96% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.60% | |
Worst 1-Yr Total Return (2008): | -39.43% | |
Best 3-Yr Total Return (2005-7): | 7.59% | |
Worst 3-Yr Total Return (2006-8): | -11.27% |
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| 1-Year: | -6.54% | | 3-Year: | -6.47% | | 5-Year: | -0.47% | | 10-Year: | -4.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCSAX | Category | Diff | Index* | Diff | | Year To Date | 23.96 | 24.15 | -0.19 | 17.05 | 6.91 | | 1-Month | -1.00 | -2.25 | 1.25 | -1.86 | 0.86 | | 3-Month | 6.02 | 4.52 | 1.5 | 5.48 | 0.54 | | 1-Year | 15.76 | 15.35 | 0.41 | 9.80 | 5.96 | | 3-Year | -5.52 | -4.95 | -0.57 | -7.02 | 1.5 | | 5-Year | 0.24 | 0.99 | -0.75 | 0.33 | -0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.65 | 42.81 | -4.16 | 45.76 | -7.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.44 | -17.14 | -0.3 | -18.25 | 0.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.43 | -40.67 | 1.24 | | 2007 | | | 11.60 | 13.35 | -1.75 | | 2006 | | | 3.34 | 7.05 | -3.71 | | 2005 | | | 7.97 | 6.71 | 1.26 | | 2004 | | | 3.09 | 7.81 | -4.72 | | 2003 | | | 26.63 | 28.66 | -2.03 | | 2002 | | | -31.56 | -27.64 | -3.92 | | 2001 | | | -23.85 | -22.30 | -1.55 | | 2000 | | | -11.17 | -13.05 | 1.88 | | 1999 | | | 24.90 | 38.87 | -13.97 |
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| PAST QUARTERLY RETURNS (%) FOR
MCSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.42 | 13.83 | 13.90 | N/A | | 2008 | -13.26 | 4.14 | -15.10 | -21.02 | | 2007 | 3.21 | 7.28 | 3.23 | -2.35 | | 2006 | 2.62 | -3.72 | 2.27 | 2.28 | | 2005 | -3.61 | 3.64 | 4.50 | 3.43 | | 2004 | 2.28 | -1.72 | -6.29 | 9.43 | | 2003 | -3.51 | 14.47 | 3.74 | 10.52 | | 2002 | -4.69 | -14.85 | -16.50 | 0.99 | | 2001 | -19.95 | 2.99 | -18.78 | 13.73 | | 2000 | 4.25 | -2.65 | 2.00 | -14.19 | | 1999 | N/A | N/A | N/A | 20.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 810 | 1802 | 44.95 | | 1-Month | 321 | 1890 | 16.98 | | 3-Month | 339 | 1884 | 17.99 | | 6-Month | 730 | 1827 | 39.96 | | 1-Year | 713 | 1797 | 39.68 | | 3-Year | 732 | 1518 | 48.22 | | 5-Year | 692 | 1251 | 55.32 |
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0.32%
Performance
