|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.84% | | 5-Year Average Return: | 8.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.89% | |
Worst 1-Yr Total Return (2008): | -16.46% | |
Best 3-Yr Total Return (2004-6): | 11.55% | |
Worst 3-Yr Total Return (2006-8): | -1.10% |
|
| 1-Year: | 15.71% | | 3-Year: | 4.99% | | 5-Year: | 7.51% | | 10-Year: | 11.81% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGHAX | Category | Diff | Index* | Diff | | Year To Date | 32.84 | 30.28 | 2.56 | 6.24 | 26.6 | | 1-Month | 0.07 | 0.37 | -0.3 | 0.49 | -0.42 | | 3-Month | 8.79 | 7.25 | 1.54 | 2.60 | 6.19 | | 1-Year | 49.04 | 40.66 | 8.38 | 13.79 | 35.25 | | 3-Year | 5.91 | 5.60 | 0.31 | 6.35 | -0.44 | | 5-Year | 8.13 | 7.82 | 0.31 | 5.05 | 3.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.27 | 33.40 | -0.13 | 7.06 | 26.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.06 | 2.73 | 2.33 | 7.94 | -2.88 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.46 | -17.64 | 1.18 | | 2007 | | | 4.22 | 5.36 | -1.14 | | 2006 | | | 11.10 | 10.99 | 0.11 | | 2005 | | | 10.68 | 11.50 | -0.82 | | 2004 | | | 12.89 | 12.31 | 0.58 | | 2003 | | | 31.74 | 30.83 | 0.91 | | 2002 | | | 11.01 | 12.69 | -1.68 | | 2001 | | | 13.59 | 12.83 | 0.76 | | 2000 | | | 9.30 | 12.68 | -3.38 | | 1999 | | | 18.15 | 29.58 | -11.43 |
|
| PAST QUARTERLY RETURNS (%) FOR
MGHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.53 | 13.20 | 13.27 | N/A | | 2008 | -1.39 | 0.26 | -7.42 | -8.73 | | 2007 | 2.22 | -0.76 | 1.09 | 1.63 | | 2006 | 2.32 | -2.69 | 6.41 | 4.86 | | 2005 | -1.75 | 6.26 | 4.22 | 1.72 | | 2004 | 2.57 | -5.85 | 10.46 | 5.82 | | 2003 | 7.55 | 11.29 | 3.53 | 6.31 | | 2002 | 7.02 | -5.33 | -1.32 | 11.04 | | 2001 | 2.08 | 4.06 | -3.87 | 11.25 | | 2000 | 6.44 | -0.47 | 2.83 | 0.34 | | 1999 | N/A | N/A | N/A | 9.75 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 112 | 33.93 | | 1-Month | 55 | 113 | 48.67 | | 3-Month | 33 | 113 | 29.20 | | 6-Month | 39 | 112 | 34.82 | | 1-Year | 26 | 108 | 24.07 | | 3-Year | 30 | 72 | 41.67 | | 5-Year | 25 | 52 | 48.08 |
|
|
|
|
|