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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.27% | | 5-Year Average Return: | -6.46% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.73% | |
Worst 1-Yr Total Return (2008): | -47.61% | |
Best 3-Yr Total Return (2004-6): | 13.27% | |
Worst 3-Yr Total Return (2006-8): | -19.59% |
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| 1-Year: | -16.54% | | 3-Year: | -14.57% | | 5-Year: | -4.84% | | 10-Year: | 5.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCVBX | Category | Diff | Index* | Diff | | Year To Date | 23.27 | 22.72 | 0.55 | 24.07 | -0.8 | | 1-Month | 3.26 | 3.14 | 0.12 | 6.00 | -2.74 | | 3-Month | 1.86 | 3.09 | -1.23 | 7.91 | -6.05 | | 1-Year | 29.90 | 29.36 | 0.54 | 25.39 | 4.51 | | 3-Year | -16.60 | -8.14 | -8.46 | -5.79 | -10.81 | | 5-Year | -6.46 | -0.30 | -6.16 | 0.71 | -7.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.02 | 57.49 | 2.53 | 45.76 | 14.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.79 | -19.40 | -5.39 | -18.25 | -6.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.61 | -36.56 | -11.05 | | 2007 | | | -9.53 | -1.10 | -8.43 | | 2006 | | | 9.67 | 15.03 | -5.36 | | 2005 | | | 7.08 | 6.75 | 0.33 | | 2004 | | | 23.73 | 18.94 | 4.79 | | 2003 | | | 52.21 | 43.41 | 8.80 | | 2002 | | | -10.20 | -16.22 | 6.02 | | 2001 | | | 23.18 | 8.92 | 14.26 | | 2000 | | | 14.91 | 11.89 | 3.02 | | 1999 | | | -5.86 | 19.95 | -25.81 |
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| PAST QUARTERLY RETURNS (%) FOR
MCVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.24 | 25.22 | 16.32 | N/A | | 2008 | -10.47 | -5.30 | -11.10 | -30.49 | | 2007 | -0.29 | 5.68 | -5.10 | -9.54 | | 2006 | 9.79 | -2.90 | -3.71 | 6.85 | | 2005 | -5.35 | 6.44 | 5.03 | 1.20 | | 2004 | 7.77 | -0.93 | 2.77 | 12.77 | | 2003 | -1.89 | 21.58 | 7.54 | 18.65 | | 2002 | 8.33 | -0.66 | -20.19 | 4.55 | | 2001 | 4.58 | 15.50 | -12.55 | 16.61 | | 2000 | 1.06 | 1.89 | 7.03 | 4.26 | | 1999 | N/A | N/A | N/A | 3.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 236 | 657 | 35.92 | | 1-Month | 95 | 679 | 13.99 | | 3-Month | 281 | 671 | 41.88 | | 6-Month | 503 | 663 | 75.87 | | 1-Year | 185 | 646 | 28.64 | | 3-Year | 474 | 573 | 82.72 | | 5-Year | 396 | 475 | 83.37 |
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0.02% Nasdaq 
Performance
