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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.68% | | 5-Year Average Return: | 1.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.28% | |
Worst 1-Yr Total Return (2008): | -36.34% | |
Best 3-Yr Total Return (2005-7): | 10.56% | |
Worst 3-Yr Total Return (2006-8): | -6.94% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFCIX | Category | Diff | Index* | Diff | | Year To Date | 14.68 | 24.15 | -9.47 | 17.05 | -2.37 | | 1-Month | -2.36 | -2.25 | -0.11 | -1.86 | -0.5 | | 3-Month | 3.83 | 4.52 | -0.69 | 5.48 | -1.65 | | 1-Year | 5.69 | 15.35 | -9.66 | 9.80 | -4.11 | | 3-Year | -4.59 | -4.95 | 0.36 | -7.02 | 2.43 | | 5-Year | 1.36 | 0.99 | 0.37 | 0.33 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.15 | 42.81 | -8.66 | 45.76 | -11.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.26 | -17.14 | -5.12 | -18.25 | -4.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.34 | -40.67 | 4.33 | | 2007 | | | 15.28 | 13.35 | 1.93 | | 2006 | | | 9.81 | 7.05 | 2.76 | | 2005 | | | 6.77 | 6.71 | 0.06 | | 2004 | | | 10.64 | 7.81 | 2.83 | | 2003 | | | 21.84 | 28.66 | -6.82 | | 2002 | | | -28.73 | -27.64 | -1.09 | | 2001 | | | -23.37 | -22.30 | -1.07 | | 2000 | | | -1.17 | -13.05 | 11.88 | | 1999 | | | 49.65 | 38.87 | 10.78 |
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| PAST QUARTERLY RETURNS (%) FOR
MFCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.92 | 10.62 | 12.85 | N/A | | 2008 | -8.30 | 1.92 | -11.45 | -23.08 | | 2007 | 0.67 | 7.63 | 4.56 | 1.75 | | 2006 | 3.84 | -3.80 | 3.56 | 6.15 | | 2005 | -3.98 | 2.47 | 5.13 | 3.21 | | 2004 | 1.31 | 2.40 | -3.54 | 10.56 | | 2003 | -2.08 | 14.62 | 0.57 | 7.94 | | 2002 | -2.28 | -15.58 | -14.86 | 1.46 | | 2001 | -20.10 | 5.52 | -20.67 | 14.57 | | 2000 | 10.78 | -3.62 | 4.31 | -11.25 | | 1999 | N/A | N/A | N/A | 31.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1621 | 1802 | 89.96 | | 1-Month | 1190 | 1890 | 62.96 | | 3-Month | 1243 | 1884 | 65.98 | | 6-Month | 1662 | 1827 | 90.97 | | 1-Year | 1374 | 1797 | 76.46 | | 3-Year | 604 | 1518 | 39.79 | | 5-Year | 417 | 1251 | 33.33 |
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0.22% Nasdaq 
Performance
