Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCAAX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS A) | NA | -7.13% | 10.32% | 7.79% | 5.54% | 3.06% | NA | 4.51% |
Data as of 02/26/2016, AR inception is 11/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCAAX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS A) | 11/20/1998 | 02/26/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | -7.13 | 10.32 | 7.79 | 5.54 | 3.06 | NA | 4.51 | -5.71 | -16.14 | 2.88 | 24.21 | 10.47 | -1.51 | 11.41 | 37.18 | -37.74 | 11.91 | 7.33 | 1.53 | 8.55 | 29.01 | -31.44 | -9.39 | 3.75 | 23.50 | 5.67 |
| Sharpe Ratio | NA | -0.84 | -0.04 | 0.05 | 0.06 | NA | NA | 0.05 | -1.63 | -0.66 | 0.21 | 2.23 | 0.80 | -0.06 | 0.65 | 1.56 | -1.00 | 0.59 | 0.37 | -0.06 | 0.68 | 1.67 | -1.21 | -0.52 | -0.01 | 1.31 | 3.43 |
| Standard Deviation(%) | NA | 28.84 | 21.15 | 21.91 | 23.72 | NA | NA | 20.39 | 19.97 | 24.33 | 13.86 | 10.85 | 13.11 | 24.50 | 17.33 | 23.72 | 38.71 | 15.14 | 10.86 | 10.03 | 11.12 | 16.98 | 26.87 | 22.75 | 24.31 | 15.44 | 18.72 |
| Draw Down(%) | NA | 27.61 | 30.35 | 30.35 | 49.86 | NA | NA | 50.27 | 8.68 | 20.73 | 9.05 | 5.23 | 11.34 | 19.56 | 15.05 | 17.72 | 47.85 | 8.05 | 9.79 | 6.54 | 7.76 | 13.80 | 41.48 | 30.38 | 12.89 | 10.77 | 4.98 |
| Yield(%) | 0.00 | 18.31 | 12.81 | 8.37 | 4.98 | 3.07 | 3.10 | 3.65 | 0.00 | 19.12 | 8.86 | 4.38 | 0.42 | 0.00 | 0.50 | 0.43 | 0.10 | 0.00 | 0.00 | 0.54 | 0.08 | 0.00 | 0.00 | 0.34 | 0.00 | 0.00 | 0.00 |
Data as of 02/26/2016, AR inception is 11/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAAX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS A) |
-16.29%
Mar 2000 - Mar 2003 |
-5.87%
Feb 2004 - Feb 2009 |
-2.45%
Feb 1999 - Feb 2009 |
2.71%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAAX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS A) |
22.70%
Feb 2009 - Feb 2012 |
19.20%
Feb 2009 - Feb 2014 |
7.35%
Sep 2002 - Sep 2012 |
4.29%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart