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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.81% | | 5-Year Average Return: | -0.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.75% | |
Worst 1-Yr Total Return (2008): | -40.05% | |
Best 3-Yr Total Return (2005-7): | 6.78% | |
Worst 3-Yr Total Return (2006-8): | -12.01% |
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| 1-Year: | -7.12% | | 3-Year: | -6.47% | | 5-Year: | -0.58% | | 10-Year: | -4.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCSCX | Category | Diff | Index* | Diff | | Year To Date | 22.81 | 24.15 | -1.34 | 17.05 | 5.76 | | 1-Month | -1.10 | -2.25 | 1.15 | -1.86 | 0.76 | | 3-Month | 5.77 | 4.52 | 1.25 | 5.48 | 0.29 | | 1-Year | 14.46 | 15.35 | -0.89 | 9.80 | 4.66 | | 3-Year | -6.41 | -4.95 | -1.46 | -7.02 | 0.61 | | 5-Year | -0.62 | 0.99 | -1.61 | 0.33 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.82 | 42.81 | -4.99 | 45.76 | -7.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.41 | -17.14 | -1.27 | -18.25 | -0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.05 | -40.67 | 0.62 | | 2007 | | | 10.75 | 13.35 | -2.60 | | 2006 | | | 2.59 | 7.05 | -4.46 | | 2005 | | | 7.17 | 6.71 | 0.46 | | 2004 | | | 2.31 | 7.81 | -5.50 | | 2003 | | | 25.70 | 28.66 | -2.96 | | 2002 | | | -32.07 | -27.64 | -4.43 | | 2001 | | | -24.47 | -22.30 | -2.17 | | 2000 | | | -11.85 | -13.05 | 1.20 | | 1999 | | | 23.90 | 38.87 | -14.97 |
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| PAST QUARTERLY RETURNS (%) FOR
MCSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.76 | 13.57 | 13.60 | N/A | | 2008 | -13.38 | 3.84 | -15.35 | -21.26 | | 2007 | 2.99 | 7.08 | 3.05 | -2.54 | | 2006 | 2.45 | -3.90 | 2.07 | 2.09 | | 2005 | -3.77 | 3.42 | 4.31 | 3.24 | | 2004 | 2.08 | -1.89 | -6.45 | 9.20 | | 2003 | -3.71 | 14.26 | 3.54 | 10.34 | | 2002 | -4.84 | -15.02 | -16.64 | 0.77 | | 2001 | -20.08 | 2.85 | -18.95 | 13.38 | | 2000 | 4.06 | -2.82 | 1.79 | -14.36 | | 1999 | N/A | N/A | N/A | 20.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 955 | 1802 | 53.00 | | 1-Month | 378 | 1890 | 20.00 | | 3-Month | 414 | 1884 | 21.97 | | 6-Month | 895 | 1827 | 48.99 | | 1-Year | 845 | 1797 | 47.02 | | 3-Year | 900 | 1518 | 59.29 | | 5-Year | 838 | 1251 | 66.99 |
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0.22% Nasdaq 
0.07 (0.29%) 
Performance
