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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.21% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.95% | |
Worst 1-Yr Total Return (2008): | -43.57% | |
Best 3-Yr Total Return (2004-6): | 15.35% | |
Worst 3-Yr Total Return (2006-8): | -8.75% |
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| 1-Year: | -11.38% | | 3-Year: | -4.97% | | 5-Year: | 2.54% | | 10-Year: | 8.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGOAX | Category | Diff | Index* | Diff | | Year To Date | 22.21 | 25.80 | -3.59 | 17.05 | 5.16 | | 1-Month | -2.65 | -4.37 | 1.72 | -1.86 | -0.79 | | 3-Month | 5.81 | 4.09 | 1.72 | 5.48 | 0.33 | | 1-Year | 16.79 | 16.23 | 0.56 | 9.80 | 6.99 | | 3-Year | -5.12 | -5.36 | 0.24 | -7.02 | 1.9 | | 5-Year | 3.26 | 1.68 | 1.58 | 0.33 | 2.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.59 | 47.87 | -2.28 | 45.76 | -0.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.58 | -19.87 | -2.71 | -18.25 | -4.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.57 | -43.77 | 0.20 | | 2007 | | | 20.64 | 15.09 | 5.55 | | 2006 | | | 11.58 | 9.00 | 2.58 | | 2005 | | | 12.79 | 9.84 | 2.95 | | 2004 | | | 21.95 | 13.23 | 8.72 | | 2003 | | | 36.85 | 35.96 | 0.89 | | 2002 | | | -15.44 | -27.24 | 11.80 | | 2001 | | | -2.93 | -19.98 | 17.05 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MGOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.95 | 15.89 | 16.41 | N/A | | 2008 | -11.38 | 1.62 | -16.12 | -25.30 | | 2007 | 5.13 | 11.35 | 3.23 | -0.16 | | 2006 | 11.03 | -4.43 | -1.04 | 6.26 | | 2005 | -0.50 | 7.30 | 5.08 | 0.54 | | 2004 | 7.70 | 3.32 | -1.74 | 11.54 | | 2003 | -0.41 | 16.17 | 5.16 | 12.48 | | 2002 | 0.84 | -7.17 | -11.84 | 2.47 | | 2001 | -10.90 | 11.77 | -15.80 | 15.76 | | 2000 | N/A | N/A | 6.27 | -1.22 | | 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 | 576 | 848 | 67.92 | | 1-Month | 126 | 901 | 13.98 | | 3-Month | 296 | 898 | 32.96 | | 6-Month | 390 | 868 | 44.93 | | 1-Year | 416 | 847 | 49.11 | | 3-Year | 295 | 749 | 39.39 | | 5-Year | 176 | 636 | 27.67 |
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