|
| Morningstar Return Rating: | Average | | Year to Date Return: | 24.83% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.19% | |
Worst 1-Yr Total Return (2008): | -38.03% | |
Best 3-Yr Total Return (2006-8): | -7.88% | |
Worst 3-Yr Total Return (2006-8): | -7.88% |
|
| 1-Year: | -8.97% | | 3-Year: | -5.89% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGXAX | Category | Diff | Index* | Diff | | Year To Date | 24.83 | 25.10 | -0.27 | 24.07 | 0.76 | | 1-Month | 4.79 | 5.28 | -0.49 | 6.00 | -1.21 | | 3-Month | 6.58 | 7.01 | -0.43 | 7.91 | -1.33 | | 1-Year | 28.51 | 28.01 | 0.5 | 25.39 | 3.12 | | 3-Year | -4.82 | -5.87 | 1.05 | -5.79 | 0.97 | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.64 | 46.08 | -1.44 | 45.76 | -1.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.23 | -17.41 | 0.18 | -18.25 | 1.02 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGXAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.03 | -37.79 | -0.24 | | 2007 | | | 9.51 | 6.16 | 3.35 | | 2006 | | | 15.19 | 14.17 | 1.02 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MGXAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.90 | 15.16 | 16.08 | N/A | | 2008 | -9.43 | -1.15 | -12.50 | -20.90 | | 2007 | 1.50 | 7.12 | 2.37 | -1.61 | | 2006 | 5.62 | -2.27 | 4.55 | 6.73 | | 2005 | N/A | N/A | 4.99 | 2.48 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 949 | 2021 | 46.96 | | 1-Month | 1732 | 2113 | 81.97 | | 3-Month | 1777 | 2091 | 84.98 | | 6-Month | 1032 | 2064 | 50.00 | | 1-Year | 684 | 2011 | 34.01 | | 3-Year | 463 | 1707 | 27.12 | | 5-Year | | 1360 | N/A |
|
|
|
|
|
0.67% Nasdaq 0.00%
Performance
