Malek Ahmadi2015
Malek Ahmadi2015
To cite this article: Michael Malek-Ahmadi, Jessica J. Powell, Christine M. Belden, Kathy
O’Connor, Linda Evans, David W. Coon & Walter Nieri (2015): Age- and education-adjusted
normative data for the Montreal Cognitive Assessment (MoCA) in older adults age 70–99, Aging,
Neuropsychology, and Cognition: A Journal on Normal and Dysfunctional Development, DOI:
10.1080/13825585.2015.1041449
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Aging, Neuropsychology, and Cognition, 2015
http://dx.doi.org/10.1080/13825585.2015.1041449
The original validation study for the Montreal Cognitive Assessment (MoCA) suggests
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a cutoff score of 26; however, this may be too stringent for older adults, particularly for
those with less education. Given the rapidly increasing number of older adults and
associated risk of dementia, this study aims to provide appropriate age- and education-
adjusted norms for the MoCA. Data from 205 participants in an ongoing longevity
study were used to derive normative data. Individuals were grouped based on age
(70–79, 80–89, 90–99) and education level (≤12 Years, 13–15, ≥16 Years). There were
significant differences between age and education groups with younger and more
educated participants outperforming their counterparts. Forty-six percent of our sample
scored below the suggested cutoff of 26. These normative data may provide a more
accurate representation of MoCA performance in older adults for specific age and
education stratifications.
Keywords: cognitive impairment; cognitive screening; cognitive decline; Alzheimer’s
disease; dementia
Introduction
The Montreal Cognitive Assessment (MoCA) is a brief cognitive screening tool that has
demonstrated good diagnostic accuracy in identifying amnestic Mild Cognitive Impairment
(aMCI) as well as dementias such as Alzheimer’s disease (AD) (Nasreddine et al., 2005).
The original MoCA validation study (sample mean age 74.92 years; mean education
11.88 years) suggested using a cutoff score of 26 to identify “normal” versus “impaired”
performance (Nasreddine et al., 2005). This original cutoff score has been contested by
several researchers who believe that it is too stringent and may misclassify cognitively
normal individuals as being impaired (Coen, Cahill, & Lawlor, 2011; Damian et al., 2011;
Luis, Keegan, & Mullan, 2009; Rossetti, Lacritz, Munro Cullum, & Weiner, 2011). In fact,
Damian et al. (2011) found that a cutoff score of 24 provided optimal diagnostic accuracy
for populations with a high prior probability of cognitive impairment (i.e., elderly popula-
tions) and a cross-validation study by Luis et al. (2009) found that scores below 23 were
most useful. Further, a recent study by Gluhm et al. (2013) found that cognitively normal
older adults aged 70–89, had MoCA scores that ranged from 19 to 30. Taken together, these
studies support the notion that normal performance on the MoCA is relatively wide and that
scores below 26 are quite common among cognitively normal older adults.
In addition to a stringent cutoff score, another potential downfall of the MoCA norms
is the lack of attention to individual education status. The original validation study
suggested a one-point education correction for those with ≤12 years; however, this may
not adequately capture the positive correlation between education and cognitive abilities
(Jefferson et al., 2011). Specifically, Freitas and colleagues (2012) found that 49% of
MoCA score variability was attributed to age and education.
The above studies highlight the need for more accurate MoCA cutoff scores that
incorporate various age groups as well as education levels. Surprisingly, there appears to
be only one study (Rossetti et al., 2011) that has attempted to stratify MoCA norms by age
and education and these researchers found clinically significant differences between
education groups. For example, they found the mean MoCA score for individuals aged
70–80 with less than 12 years of education was 16.07 compared to 20.35 for those with
12 years of education and further compared to 23.60 for those with more than 12 years of
education, resulting in an approximate 7.5 point difference between those with less than
and greater than 12 years of education. Additionally, for this sample, the suggested 26
point cutoff would imply that well over half of the participants were impaired, with
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Inclusion/exclusion criteria
Individuals between the ages 70 and 99 were included in the study. Data from each
individual’s first MoCA administration was used. Participants were excluded if they had a
history of stroke, transient ischemic attack, dementia, or other neurological condition that
could affect their performance. Additional exclusion criteria included scores below 26 on
Aging, Neuropsychology, and Cognition 3
the Mini Mental State Exam (MMSE) (Folstein, Folstein, & McHugh, 1975), and scores
equal to or higher than 16 on the Center for Epidemiologic Studies Depression scale
(CES-D) (Radloff, 1977). Of note, a score of 26 on the MMSE was chosen as this is a
typical standard for aMCI clinical trials (range from 23 to 26; Stephan et al., 2013), and in
an effort to ensure that our sample only included cognitively normal individuals, this score
was deemed most appropriate.
Statistical analysis
Descriptive statistics were derived to provide demographic characteristics of the sample.
A two-sample t-test was conducted to examine gender differences on MoCA scores.
MoCA normative data for age and education was derived by dividing the sample into
nine groups; first by stratifying the sample into three age groups (70–79, 80–89, 90–99)
and then further classifying them into three education groups (≤12, 13–15, and
≥16 Years). A 3 × 3 analysis of variance (ANOVA) was used to examine the relationships
between the age and education groups on MoCA total score. Post-hoc groupwise compar-
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isons were carried out using the Tukey honestly significant difference test. The suggested
one point correction for those with ≤12 years of education was not applied as the aim of
the study was to generate normative data rather than a cutoff score. A post-hoc compar-
ison of the percent of individuals who fell below the cutoff 26, both with and without the
one point education adjustment, was also carried to examine the degree of misclassifica-
tion using the recommended cutoff.
Results
Demographic characteristics of the study sample are presented in Table 1. The mean age
of the study sample was 84.67 years (SD = 7.88). Of the 205 participants, there were 65
males and 140 females. MoCA scores were not significantly different between males and
females, t(203) = −0.84, P = 0.40. MoCA scores correlated moderately with MMSE
scores, r = 0.48, P < 0.001. MoCA scores showed no correlation with CES-D scores,
r = −0.02, P = 0.74 indicating a lack of significant association between MoCA scores and
the presence of depressive symptoms.
The participants were divided into nine groups as described above and a 3 × 3
ANOVA was conducted to evaluate the effects of age and education on MoCA perfor-
mance. The means and standard deviations of MoCA scores as a function of the two
factors (age and education) are presented in Table 2. The ANOVA indicated no significant
interaction between age and education, F(4, 196) = 0.46, P = 0.77, partial η2 = 0.01, but
Table 1. Demographic characteristics by age group with mean CES-D, MMSE, and MoCA scores.
n 53 89 63 205
Males/Females (n) 12/41 28/61 25/38 65/140
CES-D 3.47 (3.36) 4.00 (3.82) 3.81 (3.65) 3.81 (3.64)
MMSE 29.25 (0.96) 28.60 (1.50) 28.28 (1.42) 28.91 (1.18)
MoCA 26.49 (2.46) 25.09 (3.04) 23.73 (3.01) 25.03 (3.06)
Notes: CES-D = Center for Epidemiologic Studies Depression scale; MMSE = Mini Mental State Exam;
MoCA = Montreal Cognitive Assessment; Mean (standard deviation).
4 M. Malek-Ahmadi et al.
yielded significant main effects for age, F(2, 196) = 11.76, P < 0.001, partial η2 = 0.10,
and education, F(2, 196) = 3.22, P = 0.004, partial η2 = 0.05. Post-hoc analyses to the
main effect for age indicated that older participants tended to have lower scores on the
MoCA than their younger counterparts (70–79 > 80–89, P = 0.02; 70–79 > 90–99,
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P < 0.001; 80–89 > 90–99, P = 0.02). Post-hoc analyses for the education main effect
indicated that the ≤12 and the 13–15 groups had significantly lower scores than the ≥16
group (13–15 lower than ≥16 Years, P = 0.01; ≤12 lower than ≥16 Years, P = 0.01). The
≤12 and 13–15 groups were not significantly different (P = 0.89).
In general, the MoCA performance for the entire study sample was relatively low
compared to the standard cutoff of 26. The mean MoCA score for the entire sample was
25.03 (SD = 3.06) which is approximately one point lower than the cutoff score suggested
by Nasreddine et al. (2005). Using the suggested one-point correction for those with
education levels equal to or less than 12 years (Nasreddine et al., 2005), our sample’s
MoCA mean rose slightly to 25.29 (SD = 2.99). When unadjusted scores were used 51%
of the study sample scored below the recommended cutoff of 26 and when using the one-
point correction 46% of our sample still scored below 26.
Discussion
The purpose of this study was to enhance the utility of the MoCA by creating expanded
age- and education-adjusted normative data for older adults aged 70–99. Participants with
more years of education performed better than their less-educated counterparts. Similarly,
there were significant differences on MoCA performances between age groups, with
younger participants outperforming older. When compared to the MMSE there were
larger differences between each of the age-groups on the MoCA, which could suggest
that the MoCA is more sensitive to age-related changes in cognition than the MoCA.
Although a significant interaction between the age and education was not found, our
normative data suggest clinically significant relevance. For example, our data showed that
those aged 70–79 with ≥16 years of education had a mean MoCA score of 27.59
compared to those aged 90–99 with ≤12 years of education who attained a mean score
of 23.00. This difference of over four points emphasizes the need for stratified norms that
include age and education. While cutoff scores are useful for quickly determining whether
an individual might require a more extensive evaluation, age- and education-corrected
normative scores provide a more refined estimate of cognitive performance and may
reduce the occurrence of misclassification at screening. Given that older adults often
worry that subjective memory complaints may be indicative of dementia onset (Ossher,
Flegal, & Lustig, 2013), the use of these normative data will allow clinicians to be more
Aging, Neuropsychology, and Cognition 5
all participants in this study self-identified as non-Hispanic white. Rossetti et al. (2011)
demonstrated that Caucasians had significantly higher MoCA scores than other ethnic
groups, so our normative data should be used with caution when working with
ethnically diverse populations. Related to this, caution should be used when applying
these normative data to individuals whose native tongue is not English.
Another possible limitation of this study is that our sample, as a whole, has higher
educational attainment than the general population, which may limit the generalizability
of these normative data. Nevertheless, approximately half of our highly educated sample
still scored below the original suggested cutoff, underscoring the need for specific age and
education corrected norms. A final potential weakness of these normative data is the small
cell sizes for some the age- and education-stratified groups. Previous studies have noted
similar standard deviations on MoCA scores in older adults (Freitas et al., 2012; Larner,
2012) so it is likely that these data still accurately reflect MoCA performance in this
population.
Taken together, these results highlight the need for precise MoCA normative data,
particularly in light of the widespread use of the instrument with the elderly population. It
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is recommended that caution be used when applying the established cutoff scores as our
data, as well as others, have shown that they may be too stringent and therefore
misclassify cognitively normal people as impaired. Further, the use of demographically
adjusted MoCA scores may provide clinicians with a more accurate estimate of the
severity of cognitive impairment (or lack thereof), thus improving the clinical utility of
the instrument.
Disclosure statement
No potential conflict of interest was reported by the authors.
Funding
Funding for this study was provided by the Arizona Alzheimer’s Research Center [AZDHS
agreement # AGR2009-017] and Arizona State University, College of Human Services
Centenarian Database contract, 2007-2008.
ORCID
Michael Malek-Ahmadi http://orcid.org/0000-0001-9901-3650
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