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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.35% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.91% | |
Worst 1-Yr Total Return (2008): | -41.68% | |
Best 3-Yr Total Return (2004-6): | 11.81% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
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| 1-Year: | -11.05% | | 3-Year: | -4.21% | | 5-Year: | 3.18% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCSWX | Category | Diff | Index* | Diff | | Year To Date | 23.35 | 25.65 | -2.3 | 24.07 | -0.72 | | 1-Month | 3.71 | 3.38 | 0.33 | 6.00 | -2.29 | | 3-Month | 3.15 | 3.71 | -0.56 | 7.91 | -4.76 | | 1-Year | 30.63 | 31.83 | -1.2 | 25.39 | 5.24 | | 3-Year | -6.73 | -7.28 | 0.55 | -5.79 | -0.94 | | 5-Year | 0.38 | -0.38 | 0.76 | 0.71 | -0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.38 | 53.06 | -2.68 | 45.76 | 4.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.71 | -19.68 | -6.03 | -18.25 | -7.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCSWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.68 | -41.55 | -0.13 | | 2007 | | | 13.02 | 7.59 | 5.43 | | 2006 | | | 9.52 | 10.81 | -1.29 | | 2005 | | | 12.05 | 6.02 | 6.03 | | 2004 | | | 13.91 | 12.41 | 1.50 | | 2003 | | | 39.10 | 45.54 | -6.44 | | 2002 | | | -25.70 | -27.88 | 2.18 | | 2001 | | | -15.13 | -8.91 | -6.22 | | 2000 | | | -2.93 | -3.85 | 0.92 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCSWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.89 | 26.06 | 13.39 | N/A | | 2008 | -10.06 | 3.03 | -10.78 | -29.46 | | 2007 | 3.42 | 8.37 | 0.09 | 0.75 | | 2006 | 15.41 | -7.62 | -1.87 | 4.68 | | 2005 | -4.32 | 4.51 | 9.77 | 2.08 | | 2004 | 3.34 | 0.54 | -3.39 | 13.49 | | 2003 | -1.68 | 18.50 | 10.08 | 8.45 | | 2002 | -0.86 | -14.12 | -13.51 | 0.91 | | 2001 | -23.60 | 17.57 | -21.38 | 20.16 | | 2000 | 20.75 | -6.42 | 0.31 | -14.36 | | 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 | 432 | 786 | 54.96 | | 1-Month | 612 | 816 | 75.00 | | 3-Month | 350 | 815 | 42.94 | | 6-Month | 609 | 802 | 75.94 | | 1-Year | 370 | 781 | 47.38 | | 3-Year | 250 | 667 | 37.48 | | 5-Year | 173 | 563 | 30.73 |
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0.51% Nasdaq 
Performance
