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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.86% | | 5-Year Average Return: | -1.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.16% | |
Worst 1-Yr Total Return (2008): | -35.98% | |
Best 3-Yr Total Return (2004-6): | 12.34% | |
Worst 3-Yr Total Return (2006-8): | -8.28% |
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| 1-Year: | -17.59% | | 3-Year: | -10.37% | | 5-Year: | -1.69% | | 10-Year: | -1.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGWAX | Category | Diff | Index* | Diff | | Year To Date | 7.86 | 15.79 | -7.93 | 17.05 | -9.19 | | 1-Month | -2.40 | -2.21 | -0.19 | -1.86 | -0.54 | | 3-Month | 4.04 | 5.62 | -1.58 | 5.48 | -1.44 | | 1-Year | 2.08 | 9.52 | -7.44 | 9.80 | -7.72 | | 3-Year | -10.27 | -8.36 | -1.91 | -7.02 | -3.25 | | 5-Year | -1.23 | 0.18 | -1.41 | 0.33 | -1.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.50 | 46.84 | -4.34 | 45.76 | -3.26 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.15 | -16.40 | -3.75 | -18.25 | -1.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGWAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.98 | -37.09 | 1.11 | | 2007 | | | 0.29 | 1.42 | -1.13 | | 2006 | | | 20.16 | 18.15 | 2.01 | | 2005 | | | 5.16 | 5.95 | -0.79 | | 2004 | | | 12.19 | 12.97 | -0.78 | | 2003 | | | 25.73 | 28.44 | -2.71 | | 2002 | | | -21.77 | -18.69 | -3.08 | | 2001 | | | -11.09 | -4.99 | -6.10 | | 2000 | | | 0.50 | 7.87 | -7.37 | | 1999 | | | 16.55 | 6.72 | 9.83 |
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| PAST QUARTERLY RETURNS (%) FOR
MGWAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.82 | 14.42 | 14.72 | N/A | | 2008 | -8.42 | -5.44 | -6.56 | -20.88 | | 2007 | 0.44 | 4.88 | 0.60 | -5.36 | | 2006 | 4.24 | 0.50 | 6.54 | 7.66 | | 2005 | -0.70 | 0.70 | 3.48 | 1.62 | | 2004 | 1.97 | 0.59 | 0.67 | 8.65 | | 2003 | -6.93 | 17.07 | 2.54 | 12.53 | | 2002 | 1.70 | -12.11 | -20.07 | 9.50 | | 2001 | -10.53 | 1.72 | -10.81 | 9.54 | | 2000 | 3.95 | -1.72 | 0.50 | -2.11 | | 1999 | N/A | N/A | N/A | 8.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1174 | 1335 | 87.94 | | 1-Month | 634 | 1379 | 45.98 | | 3-Month | 1244 | 1368 | 90.94 | | 6-Month | 1117 | 1346 | 82.99 | | 1-Year | 997 | 1318 | 75.64 | | 3-Year | 730 | 1124 | 64.95 | | 5-Year | 609 | 934 | 65.20 |
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0.22% Nasdaq 
Performance
