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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.31% | | 5-Year Average Return: | -1.90% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 22.97% | |
Worst 1-Yr Total Return (2008): | -30.69% | |
Best 3-Yr Total Return (2004-6): | 11.18% | |
Worst 3-Yr Total Return (2006-8): | -11.12% |
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| 1-Year: | -11.08% | | 3-Year: | -5.54% | | 5-Year: | -0.50% | | 10-Year: | 8.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXCAX | Category | Diff | Index* | Diff | | Year To Date | 25.31 | 22.92 | 2.39 | 24.07 | 1.24 | | 1-Month | 0.99 | 2.83 | -1.84 | 6.00 | -5.01 | | 3-Month | 0.99 | 2.63 | -1.64 | 7.91 | -6.92 | | 1-Year | 32.64 | 29.66 | 2.98 | 25.39 | 7.25 | | 3-Year | -6.95 | -8.12 | 1.17 | -5.79 | -1.16 | | 5-Year | -1.90 | -0.18 | -1.72 | 0.71 | -2.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.25 | 63.44 | 4.81 | 45.76 | 22.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.23 | -16.13 | 0.9 | -18.25 | 3.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.69 | -32.24 | 1.55 | | 2007 | | | -9.90 | -6.08 | -3.82 | | 2006 | | | 12.43 | 16.27 | -3.84 | | 2005 | | | -0.60 | 6.40 | -7.00 | | 2004 | | | 22.97 | 21.14 | 1.83 | | 2003 | | | 69.16 | 42.38 | 26.78 | | 2002 | | | 0.08 | -10.12 | 10.20 | | 2001 | | | N/A | 15.92 | N/A | | 2000 | | | N/A | 18.64 | N/A | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MXCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.69 | 32.54 | 14.80 | N/A | | 2008 | -4.78 | -3.20 | 4.27 | -27.89 | | 2007 | 3.60 | 3.62 | -6.42 | -10.30 | | 2006 | 10.49 | -4.89 | -2.26 | 9.45 | | 2005 | -3.85 | -4.20 | 6.47 | 1.35 | | 2004 | 8.54 | 2.62 | -2.56 | 13.29 | | 2003 | -1.18 | 31.28 | 11.98 | 16.44 | | 2002 | 10.40 | 0.30 | -20.91 | 14.27 | | 2001 | N/A | N/A | N/A | 13.09 | | 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 | 129 | 361 | 35.73 | | 1-Month | 144 | 380 | 37.89 | | 3-Month | 282 | 377 | 74.80 | | 6-Month | 327 | 368 | 88.86 | | 1-Year | 98 | 358 | 27.37 | | 3-Year | 115 | 293 | 39.25 | | 5-Year | 144 | 233 | 61.80 |
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0.02% Nasdaq 
Performance
