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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.00% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.87% | |
Worst 1-Yr Total Return (2008): | -37.87% | |
Best 3-Yr Total Return (2006-8): | -7.53% | |
Worst 3-Yr Total Return (2006-8): | -7.53% |
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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 | MGXIX | Category | Diff | Index* | Diff | | Year To Date | 25.00 | 25.10 | -0.1 | 24.07 | 0.93 | | 1-Month | 4.86 | 5.28 | -0.42 | 6.00 | -1.14 | | 3-Month | 6.62 | 7.01 | -0.39 | 7.91 | -1.29 | | 1-Year | 28.79 | 28.01 | 0.78 | 25.39 | 3.4 | | 3-Year | -4.62 | -5.87 | 1.25 | -5.79 | 1.17 | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.69 | 46.08 | -1.39 | 45.76 | -1.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.04 | -17.41 | 0.37 | -18.25 | 1.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MGXIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.87 | -37.79 | -0.08 | | 2007 | | | 9.83 | 6.16 | 3.67 | | 2006 | | | 15.87 | 14.17 | 1.70 | | 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
MGXIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.95 | 15.32 | 16.04 | N/A | | 2008 | -9.43 | -1.14 | -12.48 | -20.72 | | 2007 | 1.57 | 7.14 | 2.42 | -1.46 | | 2006 | 6.07 | -2.25 | 4.61 | 6.83 | | 2005 | N/A | N/A | 5.28 | 2.49 | | 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 | 949 | 2021 | 46.96 | | 1-Month | 1901 | 2113 | 89.97 | | 3-Month | 1735 | 2091 | 82.97 | | 6-Month | 1011 | 2064 | 48.98 | | 1-Year | 798 | 2011 | 39.68 | | 3-Year | 444 | 1707 | 26.01 | | 5-Year | | 1360 | N/A |
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