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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.25% | | 5-Year Average Return: | 0.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.20% | |
Worst 1-Yr Total Return (2008): | -38.34% | |
Best 3-Yr Total Return (2004-6): | 10.30% | |
Worst 3-Yr Total Return (2006-8): | -9.23% |
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| 1-Year: | -4.59% | | 3-Year: | -3.95% | | 5-Year: | 1.79% | | 10-Year: | 0.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MRGCX | Category | Diff | Index* | Diff | | Year To Date | 21.25 | 18.65 | 2.6 | 17.05 | 4.2 | | 1-Month | -2.56 | -2.18 | -0.38 | -1.86 | -0.7 | | 3-Month | 4.60 | 5.08 | -0.48 | 5.48 | -0.88 | | 1-Year | 16.25 | 11.86 | 4.39 | 9.80 | 6.45 | | 3-Year | -5.80 | -6.78 | 0.98 | -7.02 | 1.22 | | 5-Year | 0.71 | 0.49 | 0.22 | 0.33 | 0.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.01 | 45.26 | 1.75 | 45.76 | 1.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.10 | -15.99 | -1.11 | -18.25 | 1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.34 | -37.79 | -0.55 | | 2007 | | | 7.77 | 6.16 | 1.61 | | 2006 | | | 12.55 | 14.17 | -1.62 | | 2005 | | | 5.33 | 5.88 | -0.55 | | 2004 | | | 13.20 | 10.02 | 3.18 | | 2003 | | | 26.72 | 27.05 | -0.33 | | 2002 | | | -22.27 | -22.25 | -0.02 | | 2001 | | | -12.20 | -13.50 | 1.30 | | 2000 | | | 1.94 | -6.31 | 8.25 | | 1999 | | | 7.49 | 20.16 | -12.67 |
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| PAST QUARTERLY RETURNS (%) FOR
MRGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.71 | 17.95 | 15.57 | N/A | | 2008 | -11.37 | 0.13 | -10.28 | -22.55 | | 2007 | 2.24 | 6.23 | 1.37 | -2.11 | | 2006 | 2.99 | -3.14 | 5.28 | 7.17 | | 2005 | -2.70 | 2.59 | 3.25 | 2.19 | | 2004 | 2.04 | 1.67 | -2.10 | 11.45 | | 2003 | -4.22 | 16.74 | 2.62 | 10.44 | | 2002 | 0.71 | -13.17 | -16.17 | 6.03 | | 2001 | -11.21 | 2.41 | -13.16 | 11.20 | | 2000 | 1.83 | -1.04 | 4.04 | -2.75 | | 1999 | N/A | N/A | N/A | 8.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 603 | 2013 | 29.96 | | 1-Month | 1688 | 2110 | 80.00 | | 3-Month | 1295 | 2090 | 61.96 | | 6-Month | 778 | 2049 | 37.97 | | 1-Year | 262 | 1999 | 13.11 | | 3-Year | 424 | 1694 | 25.03 | | 5-Year | 430 | 1352 | 31.80 |
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0.67% Nasdaq 
Performance
