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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.78% | | 5-Year Average Return: | -0.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.14% | |
Worst 1-Yr Total Return (2008): | -37.34% | |
Best 3-Yr Total Return (2004-6): | 9.71% | |
Worst 3-Yr Total Return (2006-8): | -8.87% |
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| 1-Year: | -10.03% | | 3-Year: | -6.84% | | 5-Year: | -0.11% | | 10-Year: | -1.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCSEX | Category | Diff | Index* | Diff | | Year To Date | 16.78 | 18.65 | -1.87 | 17.05 | -0.27 | | 1-Month | -1.92 | -2.18 | 0.26 | -1.86 | -0.06 | | 3-Month | 5.34 | 5.08 | 0.26 | 5.48 | -0.14 | | 1-Year | 9.48 | 11.86 | -2.38 | 9.80 | -0.32 | | 3-Year | -7.47 | -6.78 | -0.69 | -7.02 | -0.45 | | 5-Year | -0.19 | 0.49 | -0.68 | 0.33 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.60 | 45.26 | 0.34 | 45.76 | -0.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.51 | -15.99 | -2.52 | -18.25 | -0.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCSEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.34 | -37.79 | 0.45 | | 2007 | | | 4.88 | 6.16 | -1.28 | | 2006 | | | 15.14 | 14.17 | 0.97 | | 2005 | | | 4.33 | 5.88 | -1.55 | | 2004 | | | 9.94 | 10.02 | -0.08 | | 2003 | | | 27.40 | 27.05 | 0.35 | | 2002 | | | -22.70 | -22.25 | -0.45 | | 2001 | | | -12.65 | -13.50 | 0.85 | | 2000 | | | -9.73 | -6.31 | -3.42 | | 1999 | | | 20.01 | 20.16 | -0.15 |
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| PAST QUARTERLY RETURNS (%) FOR
MCSEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.02 | 15.90 | 15.45 | N/A | | 2008 | -9.59 | -2.84 | -8.42 | -22.10 | | 2007 | 0.45 | 6.15 | 1.89 | -3.47 | | 2006 | 4.10 | -1.59 | 5.51 | 6.53 | | 2005 | -2.30 | 1.14 | 3.45 | 2.06 | | 2004 | 1.47 | 1.47 | -2.09 | 9.05 | | 2003 | -3.43 | 15.17 | 2.37 | 11.90 | | 2002 | 0.05 | -13.67 | -17.28 | 8.18 | | 2001 | -12.01 | 5.61 | -14.89 | 10.44 | | 2000 | 1.94 | -2.82 | -1.07 | -7.89 | | 1999 | N/A | N/A | N/A | 14.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1167 | 2013 | 57.97 | | 1-Month | 590 | 2110 | 27.96 | | 3-Month | 794 | 2090 | 37.99 | | 6-Month | 942 | 2049 | 45.97 | | 1-Year | 990 | 1999 | 49.52 | | 3-Year | 830 | 1694 | 49.00 | | 5-Year | 698 | 1352 | 51.63 |
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0.22% Nasdaq 
Performance
