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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.69% | | 5-Year Average Return: | 3.80% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.18% | |
Worst 1-Yr Total Return (2005): | 1.04% | |
Best 3-Yr Total Return (2006-8): | 5.52% | |
Worst 3-Yr Total Return (2004-6): | 1.98% |
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| 1-Year: | 2.72% | | 3-Year: | 4.45% | | 5-Year: | 3.56% | | 10-Year: | 4.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCSGX | Category | Diff | Index* | Diff | | Year To Date | 1.69 | 5.18 | -3.49 | 6.24 | -4.55 | | 1-Month | 0.15 | 0.57 | -0.42 | 0.49 | -0.34 | | 3-Month | 1.66 | 2.42 | -0.76 | 2.60 | -0.94 | | 1-Year | 9.62 | 10.54 | -0.92 | 13.79 | -4.17 | | 3-Year | 5.22 | 5.52 | -0.3 | 6.35 | -1.13 | | 5-Year | 3.80 | 4.28 | -0.48 | 5.05 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.97 | 4.85 | -1.88 | 7.06 | -4.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.84 | 7.28 | -0.44 | 7.94 | -1.1 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.18 | 4.76 | 3.42 | | 2007 | | | 5.42 | 6.09 | -0.67 | | 2006 | | | 3.01 | 3.47 | -0.46 | | 2005 | | | 1.04 | 1.91 | -0.87 | | 2004 | | | 1.92 | 3.01 | -1.09 | | 2003 | | | 0.53 | 1.90 | -1.37 | | 2002 | | | 8.94 | 9.23 | -0.29 | | 2001 | | | 5.54 | 6.81 | -1.27 | | 2000 | | | 11.49 | 10.86 | 0.63 | | 1999 | | | -3.60 | -1.35 | -2.25 |
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| PAST QUARTERLY RETURNS (%) FOR
MCSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.21 | -0.95 | 2.30 | N/A | | 2008 | 2.41 | -1.44 | 1.05 | 6.08 | | 2007 | 1.09 | -1.07 | 2.50 | 2.84 | | 2006 | -0.72 | -0.41 | 3.15 | 1.00 | | 2005 | -0.71 | 2.64 | -1.02 | 0.17 | | 2004 | 2.13 | -2.95 | 2.33 | 0.49 | | 2003 | 0.64 | 1.31 | -0.92 | -0.48 | | 2002 | -0.68 | 3.40 | 5.62 | 0.43 | | 2001 | 2.12 | -0.69 | 5.12 | -1.01 | | 2000 | 2.51 | 1.59 | 2.34 | 4.61 | | 1999 | N/A | N/A | N/A | -0.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 282 | 367 | 76.84 | | 1-Month | 317 | 374 | 84.76 | | 3-Month | 306 | 374 | 81.82 | | 6-Month | 283 | 373 | 75.87 | | 1-Year | 193 | 357 | 54.06 | | 3-Year | 185 | 345 | 53.62 | | 5-Year | 175 | 318 | 55.03 |
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