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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.83% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.39% | |
Worst 1-Yr Total Return (2008): | -38.49% | |
Best 3-Yr Total Return (2006-8): | -8.54% | |
Worst 3-Yr Total Return (2006-8): | -8.54% |
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| 1-Year: | -5.48% | | 3-Year: | -4.86% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MGXCX | Category | Diff | Index* | Diff | | Year To Date | 23.83 | 25.10 | -1.27 | 24.07 | -0.24 | | 1-Month | 4.64 | 5.28 | -0.64 | 6.00 | -1.36 | | 3-Month | 6.32 | 7.01 | -0.69 | 7.91 | -1.59 | | 1-Year | 27.52 | 28.01 | -0.49 | 25.39 | 2.13 | | 3-Year | -5.56 | -5.87 | 0.31 | -5.79 | 0.23 | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.79 | 46.08 | -2.29 | 45.76 | -1.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.90 | -17.41 | -0.49 | -18.25 | 0.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.49 | -37.79 | -0.70 | | 2007 | | | 8.73 | 6.16 | 2.57 | | 2006 | | | 14.39 | 14.17 | 0.22 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
MGXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.10 | 14.87 | 15.77 | N/A | | 2008 | -9.60 | -1.34 | -12.67 | -21.03 | | 2007 | 1.34 | 6.86 | 2.24 | -1.80 | | 2006 | 5.55 | -2.54 | 4.40 | 6.52 | | 2005 | N/A | N/A | 4.80 | 2.33 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1192 | 2021 | 58.98 | | 1-Month | 1986 | 2113 | 93.99 | | 3-Month | 1860 | 2091 | 88.95 | | 6-Month | 1279 | 2064 | 61.97 | | 1-Year | 935 | 2011 | 46.49 | | 3-Year | 668 | 1707 | 39.13 | | 5-Year | | 1360 | N/A |
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