Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCPBX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS B) | NA | -7.67% | 9.55% | 7.03% | 4.75% | 2.30% | NA | 3.73% |
Data as of 02/26/2016, AR inception is 11/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCPBX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS B) | 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 (%) | 0.00 | -7.67 | 9.55 | 7.03 | 4.75 | 2.30 | NA | 3.73 | -5.71 | -18.59 | 1.35 | 22.74 | 9.92 | -2.25 | 10.73 | 36.53 | -38.08 | 11.07 | 6.50 | 1.38 | 7.67 | 28.12 | -31.94 | -10.03 | 3.00 | 22.55 | 5.79 |
| Sharpe Ratio | NA | -0.83 | -0.11 | -0.01 | 0.02 | NA | NA | 0.01 | -1.70 | -0.71 | 0.09 | 2.07 | 0.76 | -0.09 | 0.61 | 1.54 | -1.00 | 0.53 | 0.30 | -0.08 | 0.61 | 1.61 | -1.23 | -0.55 | -0.04 | 1.25 | 3.57 |
| Standard Deviation(%) | NA | 31.88 | 23.47 | 24.20 | 25.73 | NA | NA | 20.61 | 19.15 | 26.16 | 14.32 | 10.99 | 13.15 | 24.63 | 17.33 | 23.73 | 38.74 | 15.12 | 10.89 | 9.96 | 11.11 | 17.04 | 26.93 | 22.74 | 24.35 | 15.40 | 18.48 |
| Draw Down(%) | NA | 29.52 | 32.96 | 32.96 | 50.28 | NA | NA | 51.23 | 8.78 | 22.73 | 9.73 | 5.27 | 11.45 | 19.62 | 15.14 | 17.77 | 48.24 | 8.13 | 9.89 | 6.58 | 8.17 | 13.88 | 41.82 | 30.70 | 13.06 | 10.94 | 5.01 |
| Yield(%) | 0.00 | 20.00 | 13.70 | 8.80 | 5.00 | 2.96 | 2.94 | 3.46 | 0.00 | 20.88 | 9.56 | 4.82 | 0.21 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 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 |
|---|---|---|---|---|
| MCPBX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS B) |
-16.91%
Mar 2000 - Mar 2003 |
-6.59%
Feb 2004 - Feb 2009 |
-3.18%
Feb 1999 - Feb 2009 |
1.94%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCPBX (LARGE CAP GROWTH FUND LARGE CAP GROWTH FUND CLASS B) |
21.76%
Feb 2009 - Feb 2012 |
18.30%
Feb 2009 - Feb 2014 |
6.55%
Sep 2002 - Sep 2012 |
3.51%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart