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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.72% | | 5-Year Average Return: | 0.79% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.47% | |
Worst 1-Yr Total Return (2008): | -38.37% | |
Best 3-Yr Total Return (2006-8): | -9.28% | |
Worst 3-Yr Total Return (2006-8): | -9.28% |
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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 | MRGGX | Category | Diff | Index* | Diff | | Year To Date | 27.72 | 25.10 | 2.62 | 24.07 | 3.65 | | 1-Month | 5.33 | 5.28 | 0.05 | 6.00 | -0.67 | | 3-Month | 6.98 | 7.01 | -0.03 | 7.91 | -0.93 | | 1-Year | 33.20 | 28.01 | 5.19 | 25.39 | 7.81 | | 3-Year | -5.04 | -5.87 | 0.83 | -5.79 | 0.75 | | 5-Year | 0.79 | 0.64 | 0.15 | 0.71 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.01 | 46.08 | 0.93 | 45.76 | 1.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.15 | -17.41 | 0.26 | -18.25 | 1.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRGGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.37 | -37.79 | -0.58 | | 2007 | | | 7.71 | 6.16 | 1.55 | | 2006 | | | 12.47 | 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
MRGGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.61 | 17.83 | 15.57 | N/A | | 2008 | -11.43 | 0.20 | -10.27 | -22.61 | | 2007 | 2.23 | 6.17 | 1.37 | -2.11 | | 2006 | 3.04 | -3.24 | 5.27 | 7.16 | | 2005 | N/A | N/A | 3.18 | 2.13 | | 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 | 505 | 2021 | 24.99 | | 1-Month | 528 | 2113 | 24.99 | | 3-Month | 1275 | 2091 | 60.98 | | 6-Month | 743 | 2064 | 36.00 | | 1-Year | 279 | 2011 | 13.87 | | 3-Year | 476 | 1707 | 27.89 | | 5-Year | | 1360 | N/A |
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0.20% Nasdaq 0.00%
Performance
