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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.29% | | 5-Year Average Return: | 2.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.75% | |
Worst 1-Yr Total Return (2008): | -34.42% | |
Best 3-Yr Total Return (2004-6): | 10.96% | |
Worst 3-Yr Total Return (2006-8): | -7.02% |
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| 1-Year: | -4.69% | | 3-Year: | -3.13% | | 5-Year: | 2.47% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MAGWX | Category | Diff | Index* | Diff | | Year To Date | 29.29 | 25.10 | 4.19 | 24.07 | 5.22 | | 1-Month | 4.12 | 5.28 | -1.16 | 6.00 | -1.88 | | 3-Month | 7.05 | 7.01 | 0.04 | 7.91 | -0.86 | | 1-Year | 33.24 | 28.01 | 5.23 | 25.39 | 7.85 | | 3-Year | -2.30 | -5.87 | 3.57 | -5.79 | 3.49 | | 5-Year | 2.80 | 0.64 | 2.16 | 0.71 | 2.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.30 | 46.08 | -0.78 | 45.76 | -0.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.06 | -17.41 | 4.35 | -18.25 | 5.19 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MAGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.42 | -37.79 | 3.37 | | 2007 | | | 8.85 | 6.16 | 2.69 | | 2006 | | | 12.61 | 14.17 | -1.56 | | 2005 | | | 6.66 | 5.88 | 0.78 | | 2004 | | | 13.75 | 10.02 | 3.73 | | 2003 | | | 26.16 | 27.05 | -0.89 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MAGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.82 | 17.14 | 16.10 | N/A | | 2008 | -7.31 | 0.43 | -11.71 | -20.20 | | 2007 | 2.64 | 4.95 | 1.89 | -0.83 | | 2006 | 4.94 | -2.60 | 3.32 | 6.63 | | 2005 | -1.98 | 1.32 | 4.84 | 2.44 | | 2004 | 3.51 | 0.50 | -0.90 | 10.35 | | 2003 | -2.68 | 13.22 | 3.50 | 10.62 | | 2002 | N/A | N/A | -11.90 | 5.90 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 404 | 2021 | 19.99 | | 1-Month | 1331 | 2113 | 62.99 | | 3-Month | 1400 | 2091 | 66.95 | | 6-Month | 1093 | 2064 | 52.96 | | 1-Year | 348 | 2011 | 17.30 | | 3-Year | 110 | 1707 | 6.44 | | 5-Year | 134 | 1360 | 9.85 |
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