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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.48% | | 5-Year Average Return: | 2.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.93% | |
Worst 1-Yr Total Return (2008): | -44.00% | |
Best 3-Yr Total Return (2004-6): | 14.47% | |
Worst 3-Yr Total Return (2006-8): | -9.45% |
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| 1-Year: | -7.87% | | 3-Year: | -3.89% | | 5-Year: | 2.92% | | 10-Year: | 8.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGOTX | Category | Diff | Index* | Diff | | Year To Date | 21.48 | 25.80 | -4.32 | 17.05 | 4.43 | | 1-Month | -2.67 | -4.37 | 1.7 | -1.86 | -0.81 | | 3-Month | 5.63 | 4.09 | 1.54 | 5.48 | 0.15 | | 1-Year | 15.94 | 16.23 | -0.29 | 9.80 | 6.14 | | 3-Year | -5.82 | -5.36 | -0.46 | -7.02 | 1.2 | | 5-Year | 2.49 | 1.68 | 0.81 | 0.33 | 2.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.93 | 47.87 | -2.94 | 45.76 | -0.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.18 | -19.87 | -3.31 | -18.25 | -4.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGOTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.00 | -43.77 | -0.23 | | 2007 | | | 19.75 | 15.09 | 4.66 | | 2006 | | | 10.73 | 9.00 | 1.73 | | 2005 | | | 12.02 | 9.84 | 2.18 | | 2004 | | | 20.93 | 13.23 | 7.70 | | 2003 | | | 35.86 | 35.96 | -0.10 | | 2002 | | | -16.08 | -27.24 | 11.16 | | 2001 | | | -3.55 | -19.98 | 16.43 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MGOTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.10 | 15.62 | 16.20 | N/A | | 2008 | -11.55 | 1.43 | -16.28 | -25.44 | | 2007 | 4.93 | 11.17 | 3.02 | -0.34 | | 2006 | 10.82 | -4.59 | -1.26 | 6.06 | | 2005 | -0.62 | 7.08 | 4.83 | 0.41 | | 2004 | 7.45 | 3.12 | -1.91 | 11.26 | | 2003 | -0.59 | 15.87 | 5.05 | 12.27 | | 2002 | 0.64 | -7.32 | -12.00 | 2.24 | | 2001 | -11.07 | 11.60 | -15.90 | 15.55 | | 2000 | N/A | N/A | N/A | -1.55 | | 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 | 593 | 848 | 69.93 | | 1-Month | 144 | 901 | 15.98 | | 3-Month | 332 | 898 | 36.97 | | 6-Month | 416 | 868 | 47.93 | | 1-Year | 430 | 847 | 50.77 | | 3-Year | 361 | 749 | 48.20 | | 5-Year | 242 | 636 | 38.05 |
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