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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.83% | | 5-Year Average Return: | -0.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.09% | |
Worst 1-Yr Total Return (2008): | -37.38% | |
Best 3-Yr Total Return (2005-7): | 6.29% | |
Worst 3-Yr Total Return (2006-8): | -9.89% |
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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 | MFGIX | Category | Diff | Index* | Diff | | Year To Date | 21.83 | 24.15 | -2.32 | 17.05 | 4.78 | | 1-Month | -1.13 | -2.25 | 1.12 | -1.86 | 0.73 | | 3-Month | 4.80 | 4.52 | 0.28 | 5.48 | -0.68 | | 1-Year | 11.78 | 15.35 | -3.57 | 9.80 | 1.98 | | 3-Year | -4.40 | -4.95 | 0.55 | -7.02 | 2.62 | | 5-Year | -0.20 | 0.99 | -1.19 | 0.33 | -0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.57 | 42.81 | -4.24 | 45.76 | -7.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.92 | -17.14 | -1.78 | -18.25 | -0.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MFGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.38 | -40.67 | 3.29 | | 2007 | | | 14.09 | 13.35 | 0.74 | | 2006 | | | 2.41 | 7.05 | -4.64 | | 2005 | | | 2.77 | 6.71 | -3.94 | | 2004 | | | 4.11 | 7.81 | -3.70 | | 2003 | | | 20.20 | 28.66 | -8.46 | | 2002 | | | -20.72 | -27.64 | 6.92 | | 2001 | | | -15.82 | -22.30 | 6.48 | | 2000 | | | -5.66 | -13.05 | 7.39 | | 1999 | | | 24.44 | 38.87 | -14.43 |
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| PAST QUARTERLY RETURNS (%) FOR
MFGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.11 | 13.73 | 11.83 | N/A | | 2008 | -8.34 | 0.35 | -10.48 | -23.95 | | 2007 | 2.35 | 5.68 | 5.60 | -0.11 | | 2006 | 2.41 | -4.08 | 1.80 | 2.41 | | 2005 | -3.08 | 0.94 | 2.79 | 2.20 | | 2004 | -1.08 | 0.82 | -5.23 | 10.15 | | 2003 | -2.44 | 10.71 | 2.41 | 8.66 | | 2002 | 1.67 | -13.42 | -14.77 | 5.66 | | 2001 | -15.20 | 5.86 | -13.46 | 8.37 | | 2000 | 8.16 | -2.07 | 0.53 | -11.40 | | 1999 | N/A | N/A | N/A | 16.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1099 | 1802 | 60.99 | | 1-Month | 321 | 1890 | 16.98 | | 3-Month | 734 | 1884 | 38.96 | | 6-Month | 1297 | 1827 | 70.99 | | 1-Year | 1030 | 1797 | 57.32 | | 3-Year | 488 | 1518 | 32.15 | | 5-Year | 761 | 1251 | 60.83 |
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