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| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.71% | | 5-Year Average Return: | 3.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.98% | |
Worst 1-Yr Total Return (2008): | -1.19% | |
Best 3-Yr Total Return (2005-7): | 4.10% | |
Worst 3-Yr Total Return (2006-8): | 2.73% |
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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 | MGSDX | Category | Diff | Index* | Diff | | Year To Date | 5.71 | 7.47 | -1.76 | 6.24 | -0.53 | | 1-Month | 0.53 | 0.61 | -0.08 | 0.49 | 0.04 | | 3-Month | 1.27 | 1.92 | -0.65 | 2.60 | -1.33 | | 1-Year | 4.05 | 4.56 | -0.51 | 13.79 | -9.74 | | 3-Year | 3.35 | 0.77 | 2.58 | 6.35 | -3 | | 5-Year | 3.50 | 1.83 | 1.67 | 5.05 | -1.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.41 | 5.89 | -2.48 | 7.06 | -3.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.48 | -0.08 | 2.56 | 7.94 | -5.46 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.19 | -7.89 | 6.70 | | 2007 | | | 4.98 | 2.42 | 2.56 | | 2006 | | | 4.51 | 4.70 | -0.19 | | 2005 | | | 2.84 | 2.53 | 0.31 | | 2004 | | | 2.04 | 1.27 | 0.77 | | 2003 | | | 2.47 | 1.75 | 0.72 | | 2002 | | | 4.14 | 2.90 | 1.24 | | 2001 | | | 7.55 | 5.53 | 2.02 | | 2000 | | | 4.95 | 6.82 | -1.87 | | 1999 | | | 4.10 | 4.39 | -0.29 |
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| PAST QUARTERLY RETURNS (%) FOR
MGSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.82 | 2.14 | 1.11 | N/A | | 2008 | 0.05 | 1.05 | -0.08 | -2.18 | | 2007 | 1.51 | 0.91 | 1.14 | 1.32 | | 2006 | 0.99 | 0.99 | 1.36 | 1.09 | | 2005 | 0.83 | 0.52 | 0.62 | 0.84 | | 2004 | 0.26 | 0.05 | 0.83 | 0.88 | | 2003 | 0.72 | 0.82 | 0.28 | 0.62 | | 2002 | 1.08 | 1.45 | 0.62 | 0.93 | | 2001 | 2.50 | 1.70 | 1.86 | 1.29 | | 2000 | 0.21 | 1.31 | 1.78 | 1.57 | | 1999 | N/A | N/A | N/A | 1.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 65 | 122 | 53.28 | | 1-Month | 53 | 124 | 42.74 | | 3-Month | 65 | 124 | 52.42 | | 6-Month | 67 | 122 | 54.92 | | 1-Year | 57 | 122 | 46.72 | | 3-Year | 27 | 114 | 23.68 | | 5-Year | 22 | 101 | 21.78 |
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