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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.47% | | 5-Year Average Return: | -1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.91% | |
Worst 1-Yr Total Return (2008): | -46.92% | |
Best 3-Yr Total Return (2004-6): | 11.16% | |
Worst 3-Yr Total Return (2006-8): | -14.76% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MCGYX | Category | Diff | Index* | Diff | | Year To Date | 29.47 | 31.59 | -2.12 | 24.07 | 5.4 | | 1-Month | 5.37 | 4.49 | 0.88 | 6.00 | -0.63 | | 3-Month | 5.79 | 6.16 | -0.37 | 7.91 | -2.12 | | 1-Year | 33.78 | 35.24 | -1.46 | 25.39 | 8.39 | | 3-Year | -8.73 | -5.04 | -3.69 | -5.79 | -2.94 | | 5-Year | -1.29 | 1.47 | -2.76 | 0.71 | -2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.96 | 48.99 | 2.97 | 45.76 | 6.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.92 | -20.53 | -3.39 | -18.25 | -5.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MCGYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.92 | -43.77 | -3.15 | | 2007 | | | 10.17 | 15.09 | -4.92 | | 2006 | | | 5.90 | 9.00 | -3.10 | | 2005 | | | 12.86 | 9.84 | 3.02 | | 2004 | | | 14.91 | 13.23 | 1.68 | | 2003 | | | 30.76 | 35.96 | -5.20 | | 2002 | | | -27.97 | -27.24 | -0.73 | | 2001 | | | -29.67 | -19.98 | -9.69 | | 2000 | | | -7.11 | -4.78 | -2.33 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MCGYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.92 | 15.92 | 21.34 | N/A | | 2008 | -15.13 | 5.54 | -18.80 | -27.03 | | 2007 | 4.90 | 2.78 | 4.80 | -2.50 | | 2006 | 12.78 | -5.71 | -5.41 | 5.27 | | 2005 | 1.45 | 1.32 | 5.44 | 4.13 | | 2004 | 1.93 | -0.76 | 0.13 | 13.45 | | 2003 | -1.51 | 16.21 | 4.70 | 9.12 | | 2002 | -4.24 | -12.01 | -13.36 | -1.33 | | 2001 | -24.68 | 9.27 | -27.40 | 17.72 | | 2000 | 13.41 | -7.21 | 6.64 | -17.22 | | 1999 | N/A | N/A | N/A | 36.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 463 | 827 | 55.99 | | 1-Month | 237 | 881 | 26.90 | | 3-Month | 492 | 879 | 55.97 | | 6-Month | 163 | 862 | 18.91 | | 1-Year | 387 | 825 | 46.91 | | 3-Year | 521 | 734 | 70.98 | | 5-Year | 429 | 632 | 67.88 |
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0.26% Nasdaq 
0.01 (0.11%) 
Performance
