|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.36% | | 5-Year Average Return: | 2.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.96% | |
Worst 1-Yr Total Return (2008): | -34.86% | |
Best 3-Yr Total Return (2004-6): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -7.63% |
|
| 1-Year: | -3.50% | | 3-Year: | -2.73% | | 5-Year: | 2.66% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MBGWX | Category | Diff | Index* | Diff | | Year To Date | 28.36 | 25.10 | 3.26 | 24.07 | 4.29 | | 1-Month | 3.91 | 5.28 | -1.37 | 6.00 | -2.09 | | 3-Month | 6.79 | 7.01 | -0.22 | 7.91 | -1.12 | | 1-Year | 32.12 | 28.01 | 4.11 | 25.39 | 6.73 | | 3-Year | -2.99 | -5.87 | 2.88 | -5.79 | 2.8 | | 5-Year | 2.11 | 0.64 | 1.47 | 0.71 | 1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.64 | 46.08 | -1.44 | 45.76 | -1.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.70 | -17.41 | 3.71 | -18.25 | 4.55 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MBGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.86 | -37.79 | 2.93 | | 2007 | | | 8.21 | 6.16 | 2.05 | | 2006 | | | 11.82 | 14.17 | -2.35 | | 2005 | | | 5.98 | 5.88 | 0.10 | | 2004 | | | 12.96 | 10.02 | 2.94 | | 2003 | | | 25.44 | 27.05 | -1.61 | | 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
MBGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.98 | 16.97 | 15.79 | N/A | | 2008 | -7.46 | 0.22 | -11.82 | -20.35 | | 2007 | 2.47 | 4.88 | 1.66 | -0.96 | | 2006 | 4.77 | -2.70 | 3.07 | 6.43 | | 2005 | -2.16 | 1.18 | 4.67 | 2.28 | | 2004 | 3.36 | 0.25 | -1.08 | 10.21 | | 2003 | -2.80 | 13.07 | 3.33 | 10.46 | | 2002 | N/A | N/A | -12.10 | 5.69 | | 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 | 464 | 2021 | 22.96 | | 1-Month | 1310 | 2113 | 62.00 | | 3-Month | 1463 | 2091 | 69.97 | | 6-Month | 1300 | 2064 | 62.98 | | 1-Year | 404 | 2011 | 20.09 | | 3-Year | 162 | 1707 | 9.49 | | 5-Year | 212 | 1360 | 15.59 |
|
|
|
|
|
0.01% Nasdaq 0.00%
Performance
