|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.76% | | 5-Year Average Return: | 4.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.92% | |
Worst 1-Yr Total Return (2008): | -16.13% | |
Best 3-Yr Total Return (2004-6): | 11.18% | |
Worst 3-Yr Total Return (2006-8): | 1.59% |
|
| 1-Year: | 5.53% | | 3-Year: | 2.40% | | 5-Year: | 6.04% | | 10-Year: | 5.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MFWCX | Category | Diff | Index* | Diff | | Year To Date | 14.76 | 23.53 | -8.77 | N/A | N/A | | 1-Month | 3.33 | 3.25 | 0.08 | N/A | N/A | | 3-Month | 4.84 | 6.12 | -1.28 | N/A | N/A | | 1-Year | 21.19 | 29.33 | -8.14 | N/A | N/A | | 3-Year | 1.44 | -0.02 | 1.46 | N/A | N/A | | 5-Year | 4.83 | 5.42 | -0.59 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.03 | 31.76 | 1.27 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.72 | -4.11 | 1.39 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFWCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.13 | -28.98 | 12.85 | | 2007 | | | 7.83 | 11.39 | -3.56 | | 2006 | | | 15.92 | 16.61 | -0.69 | | 2005 | | | 2.57 | 6.56 | -3.99 | | 2004 | | | 15.59 | 15.24 | 0.35 | | 2003 | | | 21.67 | 25.32 | -3.65 | | 2002 | | | -0.61 | -2.16 | 1.55 | | 2001 | | | -7.50 | -3.23 | -4.27 | | 2000 | | | 0.78 | 0.23 | 0.55 | | 1999 | | | 6.89 | 21.83 | -14.94 |
|
| PAST QUARTERLY RETURNS (%) FOR
MFWCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.05 | 12.01 | 11.90 | N/A | | 2008 | -0.76 | -3.12 | -7.68 | -5.50 | | 2007 | 1.79 | 2.23 | 3.17 | 0.44 | | 2006 | 4.54 | 2.03 | 3.20 | 5.31 | | 2005 | -0.90 | -0.86 | 3.90 | 0.48 | | 2004 | 2.68 | -0.26 | 2.07 | 10.59 | | 2003 | -2.16 | 11.04 | 1.44 | 10.41 | | 2002 | 0.34 | 0.93 | -6.15 | 4.57 | | 2001 | -6.64 | 1.27 | -4.66 | 2.62 | | 2000 | 0.94 | 0.67 | -2.07 | 1.27 | | 1999 | N/A | N/A | N/A | 8.58 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 226 | 260 | 86.92 | | 1-Month | 205 | 307 | 66.78 | | 3-Month | 268 | 305 | 87.87 | | 6-Month | 192 | 296 | 64.86 | | 1-Year | 184 | 234 | 78.63 | | 3-Year | 45 | 130 | 34.62 | | 5-Year | 32 | 86 | 37.21 |
|
|
|
|
|
0.51% Nasdaq 
Performance
