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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.42% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.90% | |
Worst 1-Yr Total Return (2008): | -36.57% | |
Best 3-Yr Total Return (2005-7): | 10.19% | |
Worst 3-Yr Total Return (2006-8): | -7.27% |
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| 1-Year: | -15.15% | | 3-Year: | -5.14% | | 5-Year: | 0.68% | | 10-Year: | -1.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFCAX | Category | Diff | Index* | Diff | | Year To Date | 14.42 | 24.15 | -9.73 | 17.05 | -2.63 | | 1-Month | -2.38 | -2.25 | -0.13 | -1.86 | -0.52 | | 3-Month | 3.76 | 4.52 | -0.76 | 5.48 | -1.72 | | 1-Year | 5.36 | 15.35 | -9.99 | 9.80 | -4.44 | | 3-Year | -4.92 | -4.95 | 0.03 | -7.02 | 2.1 | | 5-Year | 1.02 | 0.99 | 0.03 | 0.33 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.97 | 42.81 | -8.84 | 45.76 | -11.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.48 | -17.14 | -5.34 | -18.25 | -4.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.57 | -40.67 | 4.10 | | 2007 | | | 14.90 | 13.35 | 1.55 | | 2006 | | | 9.41 | 7.05 | 2.36 | | 2005 | | | 6.42 | 6.71 | -0.29 | | 2004 | | | 10.21 | 7.81 | 2.40 | | 2003 | | | 21.38 | 28.66 | -7.28 | | 2002 | | | -28.94 | -27.64 | -1.30 | | 2001 | | | -23.67 | -22.30 | -1.37 | | 2000 | | | -1.52 | -13.05 | 11.53 | | 1999 | | | 49.62 | 38.87 | 10.75 |
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| PAST QUARTERLY RETURNS (%) FOR
MFCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.98 | 10.59 | 12.72 | N/A | | 2008 | -8.37 | 1.82 | -11.48 | -23.19 | | 2007 | 0.64 | 7.52 | 4.50 | 1.62 | | 2006 | 3.81 | -3.95 | 3.48 | 6.03 | | 2005 | -4.06 | 2.46 | 4.99 | 3.11 | | 2004 | 1.20 | 2.31 | -3.54 | 10.35 | | 2003 | -2.19 | 14.49 | 0.51 | 7.84 | | 2002 | -2.36 | -15.62 | -14.94 | 1.40 | | 2001 | -20.11 | 5.39 | -20.76 | 14.42 | | 2000 | 10.68 | -3.75 | 4.21 | -11.29 | | 1999 | N/A | N/A | N/A | 31.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1639 | 1802 | 90.95 | | 1-Month | 1190 | 1890 | 62.96 | | 3-Month | 1299 | 1884 | 68.95 | | 6-Month | 1680 | 1827 | 91.95 | | 1-Year | 1385 | 1797 | 77.07 | | 3-Year | 677 | 1518 | 44.60 | | 5-Year | 498 | 1251 | 39.81 |
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