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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.37% | | 5-Year Average Return: | -6.46% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.70% | |
Worst 1-Yr Total Return (2008): | -47.64% | |
Best 3-Yr Total Return (2004-6): | 13.26% | |
Worst 3-Yr Total Return (2006-8): | -19.60% |
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| 1-Year: | -13.02% | | 3-Year: | -13.83% | | 5-Year: | -4.53% | | 10-Year: | 5.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCVCX | Category | Diff | Index* | Diff | | Year To Date | 23.37 | 22.72 | 0.65 | 24.07 | -0.7 | | 1-Month | 3.27 | 3.14 | 0.13 | 6.00 | -2.73 | | 3-Month | 1.87 | 3.09 | -1.22 | 7.91 | -6.04 | | 1-Year | 30.04 | 29.36 | 0.68 | 25.39 | 4.65 | | 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) | 60.07 | 57.49 | 2.58 | 45.76 | 14.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.78 | -19.40 | -5.38 | -18.25 | -6.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.64 | -36.56 | -11.08 | | 2007 | | | -9.53 | -1.10 | -8.43 | | 2006 | | | 9.71 | 15.03 | -5.32 | | 2005 | | | 7.06 | 6.75 | 0.31 | | 2004 | | | 23.70 | 18.94 | 4.76 | | 2003 | | | 52.22 | 43.41 | 8.81 | | 2002 | | | -10.17 | -16.22 | 6.05 | | 2001 | | | 23.17 | 8.92 | 14.25 | | 2000 | | | 14.76 | 11.89 | 2.87 | | 1999 | | | -5.80 | 19.95 | -25.75 |
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| PAST QUARTERLY RETURNS (%) FOR
MCVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.21 | 25.23 | 16.31 | N/A | | 2008 | -10.47 | -5.31 | -11.14 | -30.50 | | 2007 | -0.32 | 5.70 | -5.12 | -9.50 | | 2006 | 9.82 | -2.95 | -3.66 | 6.83 | | 2005 | -5.37 | 6.47 | 5.04 | 1.16 | | 2004 | 7.74 | -0.93 | 2.77 | 12.77 | | 2003 | -1.89 | 21.57 | 7.50 | 18.72 | | 2002 | 8.35 | -0.66 | -20.19 | 4.56 | | 2001 | 4.52 | 15.56 | -12.53 | 16.59 | | 2000 | 0.98 | 1.81 | 7.05 | 4.28 | | 1999 | N/A | N/A | N/A | 4.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 229 | 657 | 34.86 | | 1-Month | 108 | 679 | 15.91 | | 3-Month | 281 | 671 | 41.88 | | 6-Month | 497 | 663 | 74.96 | | 1-Year | 186 | 646 | 28.79 | | 3-Year | 475 | 573 | 82.90 | | 5-Year | 397 | 475 | 83.58 |
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0.51% Nasdaq 0.00%
Performance
