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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.39% | | 5-Year Average Return: | -0.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.43% | |
Worst 1-Yr Total Return (2008): | -41.71% | |
Best 3-Yr Total Return (2004-6): | 13.30% | |
Worst 3-Yr Total Return (2006-8): | -10.98% |
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| 1-Year: | -9.02% | | 3-Year: | -8.33% | | 5-Year: | 0.47% | | 10-Year: | 5.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MXLCX | Category | Diff | Index* | Diff | | Year To Date | 17.39 | 15.79 | 1.6 | 17.05 | 0.34 | | 1-Month | -3.79 | -2.21 | -1.58 | -1.86 | -1.93 | | 3-Month | 4.97 | 5.62 | -0.65 | 5.48 | -0.51 | | 1-Year | 12.02 | 9.52 | 2.5 | 9.80 | 2.22 | | 3-Year | -10.19 | -8.36 | -1.83 | -7.02 | -3.17 | | 5-Year | -0.57 | 0.18 | -0.75 | 0.33 | -0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.18 | 46.84 | 7.34 | 45.76 | 8.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.85 | -16.40 | -3.45 | -18.25 | -1.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MXLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.71 | -37.09 | -4.62 | | 2007 | | | 1.32 | 1.42 | -0.10 | | 2006 | | | 19.43 | 18.15 | 1.28 | | 2005 | | | 6.59 | 5.95 | 0.64 | | 2004 | | | 14.25 | 12.97 | 1.28 | | 2003 | | | 39.14 | 28.44 | 10.70 | | 2002 | | | -16.56 | -18.69 | 2.13 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MXLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.73 | 19.38 | 18.48 | N/A | | 2008 | -10.33 | -5.40 | -8.68 | -24.76 | | 2007 | 2.59 | 6.83 | -2.15 | -5.52 | | 2006 | 8.03 | -1.61 | 5.13 | 6.88 | | 2005 | -0.63 | 1.82 | 4.25 | 1.06 | | 2004 | 4.09 | 0.04 | -1.66 | 11.57 | | 2003 | -6.68 | 22.89 | 5.00 | 15.55 | | 2002 | -0.37 | -8.55 | -15.93 | 8.92 | | 2001 | N/A | N/A | N/A | 18.37 | | 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 | 467 | 1335 | 34.98 | | 1-Month | 1323 | 1379 | 95.94 | | 3-Month | 1108 | 1368 | 80.99 | | 6-Month | 753 | 1346 | 55.94 | | 1-Year | 327 | 1318 | 24.81 | | 3-Year | 734 | 1124 | 65.30 | | 5-Year | 538 | 934 | 57.60 |
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0.01% Nasdaq 0.00%
Performance
