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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.84% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.67% | |
Worst 1-Yr Total Return (2008): | -27.50% | |
Best 3-Yr Total Return (2005-7): | 7.60% | |
Worst 3-Yr Total Return (2006-8): | -5.09% |
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| 1-Year: | 2.99% | | 3-Year: | -0.46% | | 5-Year: | 3.29% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MOCCX | Category | Diff | Index* | Diff | | Year To Date | 24.84 | 22.21 | 2.63 | N/A | N/A | | 1-Month | 3.62 | 3.58 | 0.04 | N/A | N/A | | 3-Month | 6.19 | 5.74 | 0.45 | N/A | N/A | | 1-Year | 30.37 | 26.14 | 4.23 | N/A | N/A | | 3-Year | -0.99 | -2.18 | 1.19 | N/A | N/A | | 5-Year | 2.93 | 2.20 | 0.73 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.28 | 33.99 | 3.29 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.56 | -9.13 | 1.57 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MOCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.50 | -28.00 | 0.50 | | 2007 | | | 6.55 | 5.99 | 0.56 | | 2006 | | | 10.67 | 11.29 | -0.62 | | 2005 | | | 5.64 | 5.13 | 0.51 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MOCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.52 | 14.43 | 12.67 | N/A | | 2008 | -4.83 | -2.22 | -8.74 | -14.63 | | 2007 | 1.87 | 3.45 | 2.53 | -1.39 | | 2006 | 3.60 | -1.52 | 3.49 | 4.81 | | 2005 | -1.50 | 1.43 | 3.39 | 2.27 | | 2004 | N/A | -0.40 | -0.30 | 6.86 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 390 | 1184 | 32.94 | | 1-Month | 653 | 1233 | 52.96 | | 3-Month | 442 | 1229 | 35.96 | | 6-Month | 616 | 1208 | 50.99 | | 1-Year | 290 | 1183 | 24.51 | | 3-Year | 232 | 932 | 24.89 | | 5-Year | 197 | 784 | 25.13 |
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