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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.23% | | 5-Year Average Return: | -1.97% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.27% | |
Worst 1-Yr Total Return (2008): | -36.49% | |
Best 3-Yr Total Return (2004-6): | 11.50% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | -16.98% | | 3-Year: | -10.27% | | 5-Year: | -1.64% | | 10-Year: | -1.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGWBX | Category | Diff | Index* | Diff | | Year To Date | 7.23 | 15.79 | -8.56 | 17.05 | -9.82 | | 1-Month | -2.54 | -2.21 | -0.33 | -1.86 | -0.68 | | 3-Month | 3.80 | 5.62 | -1.82 | 5.48 | -1.68 | | 1-Year | 1.23 | 9.52 | -8.29 | 9.80 | -8.57 | | 3-Year | -10.94 | -8.36 | -2.58 | -7.02 | -3.92 | | 5-Year | -1.97 | 0.18 | -2.15 | 0.33 | -2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.00 | 46.84 | -4.84 | 45.76 | -3.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.80 | -16.40 | -4.4 | -18.25 | -2.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGWBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.49 | -37.09 | 0.60 | | 2007 | | | -0.47 | 1.42 | -1.89 | | 2006 | | | 19.27 | 18.15 | 1.12 | | 2005 | | | 4.42 | 5.95 | -1.53 | | 2004 | | | 11.31 | 12.97 | -1.66 | | 2003 | | | 24.77 | 28.44 | -3.67 | | 2002 | | | -22.37 | -18.69 | -3.68 | | 2001 | | | -11.79 | -4.99 | -6.80 | | 2000 | | | -0.22 | 7.87 | -8.09 | | 1999 | | | 15.67 | 6.72 | 8.95 |
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| PAST QUARTERLY RETURNS (%) FOR
MGWBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.91 | 14.25 | 14.52 | N/A | | 2008 | -8.59 | -5.65 | -6.74 | -21.05 | | 2007 | 0.25 | 4.69 | 0.36 | -5.51 | | 2006 | 4.07 | 0.29 | 6.28 | 7.53 | | 2005 | -0.86 | 0.55 | 3.22 | 1.49 | | 2004 | 1.82 | 0.34 | 0.51 | 8.40 | | 2003 | -7.10 | 16.80 | 2.38 | 12.32 | | 2002 | 1.54 | -12.32 | -20.22 | 9.30 | | 2001 | -10.73 | 1.56 | -11.02 | 9.33 | | 2000 | 3.74 | -1.91 | 0.36 | -2.30 | | 1999 | N/A | N/A | N/A | 7.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1201 | 1335 | 89.96 | | 1-Month | 661 | 1379 | 47.93 | | 3-Month | 1272 | 1368 | 92.98 | | 6-Month | 1184 | 1346 | 87.96 | | 1-Year | 1024 | 1318 | 77.69 | | 3-Year | 800 | 1124 | 71.17 | | 5-Year | 685 | 934 | 73.34 |
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