|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.47% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.13% | |
Worst 1-Yr Total Return (2008): | -41.69% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -11.84% | | 3-Year: | -7.78% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAGSX | Category | Diff | Index* | Diff | | Year To Date | 20.47 | 18.65 | 1.82 | 17.05 | 3.42 | | 1-Month | -2.17 | -2.18 | 0.01 | -1.86 | -0.31 | | 3-Month | 4.37 | 5.08 | -0.71 | 5.48 | -1.11 | | 1-Year | 14.00 | 11.86 | 2.14 | 9.80 | 4.2 | | 3-Year | -7.80 | -6.78 | -1.02 | -7.02 | -0.78 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.85 | 45.26 | -1.41 | 45.76 | -1.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.20 | -15.99 | -5.21 | -18.25 | -2.95 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.69 | -37.79 | -3.90 | | 2007 | | | 7.13 | 6.16 | 0.97 | | 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
MAGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.86 | 16.91 | 14.33 | N/A | | 2008 | -9.38 | 1.23 | -16.32 | -24.05 | | 2007 | 2.08 | 5.93 | 1.76 | -2.64 | | 2006 | N/A | N/A | 3.60 | 8.18 | | 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 | 825 | 2013 | 40.98 | | 1-Month | 1793 | 2110 | 84.98 | | 3-Month | 1839 | 2090 | 87.99 | | 6-Month | 1495 | 2049 | 72.96 | | 1-Year | 722 | 1999 | 36.12 | | 3-Year | 1041 | 1694 | 61.45 | | 5-Year | | 1352 | N/A |
|
|
|
|
|