|
| Morningstar Return Rating: | | | Year to Date Return: | 11.63% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -36.21% | |
Worst 1-Yr Total Return (2008): | -36.21% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MYCIX | Category | Diff | Index* | Diff | | Year To Date | 11.63 | 18.65 | -7.02 | 17.05 | -5.42 | | 1-Month | -2.28 | -2.18 | -0.1 | -1.86 | -0.42 | | 3-Month | 3.71 | 5.08 | -1.37 | 5.48 | -1.77 | | 1-Year | 7.05 | 11.86 | -4.81 | 9.80 | -2.75 | | 3-Year | N/A | -6.78 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.37 | 45.26 | -7.89 | 45.76 | -8.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.26 | -15.99 | -6.27 | -18.25 | -4.01 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MYCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.21 | -37.79 | 1.58 | | 2007 | | | N/A | 6.16 | N/A | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MYCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.72 | 10.00 | 15.03 | N/A | | 2008 | -8.51 | 2.29 | -12.51 | -22.09 | | 2007 | N/A | N/A | -3.90 | -5.62 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1711 | 2013 | 85.00 | | 1-Month | 358 | 2110 | 16.97 | | 3-Month | 1065 | 2090 | 50.96 | | 6-Month | 1680 | 2049 | 81.99 | | 1-Year | 1247 | 1999 | 62.38 | | 3-Year | | 1694 | N/A | | 5-Year | | 1352 | N/A |
|
|
|
|
|