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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.41% | | 5-Year Average Return: | 1.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.27% | |
Worst 1-Yr Total Return (2008): | -27.54% | |
Best 3-Yr Total Return (2005-7): | 6.51% | |
Worst 3-Yr Total Return (2006-8): | -5.95% |
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| 1-Year: | -2.44% | | 3-Year: | -3.08% | | 5-Year: | 1.31% | | 10-Year: | -0.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCTRX | Category | Diff | Index* | Diff | | Year To Date | 14.41 | 18.16 | -3.75 | N/A | N/A | | 1-Month | -0.34 | -1.24 | 0.9 | N/A | N/A | | 3-Month | 4.13 | 4.71 | -0.58 | N/A | N/A | | 1-Year | 12.69 | 15.73 | -3.04 | N/A | N/A | | 3-Year | -3.55 | -2.66 | -0.89 | N/A | N/A | | 5-Year | 1.15 | 2.10 | -0.95 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.40 | 33.32 | -9.92 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.13 | -8.51 | -3.62 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.54 | -28.00 | 0.46 | | 2007 | | | 6.03 | 5.99 | 0.04 | | 2006 | | | 8.27 | 11.29 | -3.02 | | 2005 | | | 5.24 | 5.13 | 0.11 | | 2004 | | | 5.63 | 8.86 | -3.23 | | 2003 | | | 18.18 | 20.35 | -2.17 | | 2002 | | | -18.37 | -12.02 | -6.35 | | 2001 | | | -12.61 | -5.05 | -7.56 | | 2000 | | | -5.10 | 1.82 | -6.92 | | 1999 | | | 15.60 | 10.71 | 4.89 |
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| PAST QUARTERLY RETURNS (%) FOR
MCTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.99 | 8.37 | 9.19 | N/A | | 2008 | -6.95 | -1.54 | -7.85 | -14.18 | | 2007 | 1.35 | 4.39 | 1.60 | -1.36 | | 2006 | 2.73 | -1.46 | 3.62 | 3.22 | | 2005 | -1.42 | 2.61 | 2.46 | 1.53 | | 2004 | 1.66 | -0.71 | -1.47 | 6.20 | | 2003 | -1.24 | 9.53 | 2.12 | 6.98 | | 2002 | -3.41 | -9.50 | -8.21 | 1.74 | | 2001 | -11.63 | 1.77 | -9.66 | 7.57 | | 2000 | 4.04 | -1.81 | 1.50 | -8.47 | | 1999 | N/A | N/A | N/A | 13.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 956 | 1211 | 78.94 | | 1-Month | 37 | 1258 | 2.94 | | 3-Month | 477 | 1256 | 37.98 | | 6-Month | 1122 | 1220 | 91.97 | | 1-Year | 707 | 1204 | 58.72 | | 3-Year | 489 | 950 | 51.47 | | 5-Year | 461 | 796 | 57.91 |
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