|
| Morningstar Return Rating: | Low | | Year to Date Return: | 9.85% | | 5-Year Average Return: | 2.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.69% | |
Worst 1-Yr Total Return (2008): | -11.39% | |
Best 3-Yr Total Return (2005-7): | 4.39% | |
Worst 3-Yr Total Return (2006-8): | -1.11% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MIGAX | Category | Diff | Index* | Diff | | Year To Date | 9.85 | 14.86 | -5.01 | 7.61 | 2.24 | | 1-Month | 1.23 | 1.13 | 0.1 | 1.29 | -0.06 | | 3-Month | 3.30 | 3.76 | -0.46 | 2.86 | 0.44 | | 1-Year | 12.64 | 18.84 | -6.2 | 11.63 | 1.01 | | 3-Year | 0.83 | 4.58 | -3.75 | 6.40 | -5.57 | | 5-Year | 2.24 | 4.20 | -1.96 | 5.49 | -3.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.50 | 13.91 | -5.41 | 7.06 | 1.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.06 | 6.57 | -2.51 | 7.94 | -3.88 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MIGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.39 | -4.70 | -6.69 | | 2007 | | | 5.69 | 4.70 | 0.99 | | 2006 | | | 3.24 | 4.15 | -0.91 | | 2005 | | | 4.24 | 1.80 | 2.44 | | 2004 | | | 4.38 | 3.91 | 0.47 | | 2003 | | | 4.37 | 5.10 | -0.73 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MIGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.87 | 2.56 | 3.97 | N/A | | 2008 | -4.24 | -2.99 | -4.52 | -0.10 | | 2007 | 1.55 | -0.40 | 2.54 | 1.91 | | 2006 | -0.89 | 0.28 | 3.04 | 0.82 | | 2005 | 0.35 | 2.77 | -0.08 | 1.16 | | 2004 | 1.84 | -1.04 | 2.39 | 1.14 | | 2003 | 1.14 | 1.67 | 0.61 | 0.88 | | 2002 | N/A | N/A | 2.75 | 1.36 | | 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 | 867 | 1126 | 77.00 | | 1-Month | 654 | 1168 | 55.99 | | 3-Month | 729 | 1158 | 62.95 | | 6-Month | 843 | 1140 | 73.95 | | 1-Year | 746 | 1120 | 66.61 | | 3-Year | 743 | 970 | 76.60 | | 5-Year | 644 | 854 | 75.41 |
|
|
|
|
|