|
| Morningstar Return Rating: | Average | | Year to Date Return: | 27.74% | | 5-Year Average Return: | 4.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.49% | |
Worst 1-Yr Total Return (2008): | -38.81% | |
Best 3-Yr Total Return (2005-7): | 14.80% | |
Worst 3-Yr Total Return (2006-8): | -5.76% |
|
| 1-Year: | -5.73% | | 3-Year: | -3.22% | | 5-Year: | 3.81% | | 10-Year: | 1.49% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSGAX | Category | Diff | Index* | Diff | | Year To Date | 27.74 | 31.75 | -4.01 | 29.91 | -2.17 | | 1-Month | 4.95 | 4.47 | 0.48 | 2.00 | 2.95 | | 3-Month | 7.53 | 7.37 | 0.16 | 4.58 | 2.95 | | 1-Year | 33.34 | 38.36 | -5.02 | 37.72 | -4.38 | | 3-Year | -2.50 | -4.57 | 2.07 | -5.52 | 3.02 | | 5-Year | 4.12 | 3.09 | 1.03 | 4.13 | -0.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.32 | 51.30 | 0.02 | 59.35 | -8.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.77 | -13.15 | -1.62 | -14.95 | 0.18 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.81 | -41.91 | 3.10 | | 2007 | | | 15.46 | 11.28 | 4.18 | | 2006 | | | 18.49 | 19.72 | -1.23 | | 2005 | | | 10.59 | 11.61 | -1.02 | | 2004 | | | 12.12 | 15.27 | -3.15 | | 2003 | | | 28.20 | 34.49 | -6.29 | | 2002 | | | -18.37 | -19.36 | 0.99 | | 2001 | | | -14.97 | -17.51 | 2.54 | | 2000 | | | -9.26 | -9.14 | -0.12 | | 1999 | | | 23.48 | 41.13 | -17.65 |
|
| PAST QUARTERLY RETURNS (%) FOR
MSGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.88 | 20.78 | 16.82 | N/A | | 2008 | -9.48 | -1.20 | -14.96 | -19.55 | | 2007 | 2.70 | 8.87 | 4.37 | -1.06 | | 2006 | 6.80 | -2.10 | 3.47 | 9.52 | | 2005 | -1.30 | 0.07 | 7.92 | 3.75 | | 2004 | 2.03 | 0.08 | -1.19 | 11.13 | | 2003 | -5.57 | 14.43 | 4.30 | 13.76 | | 2002 | 1.18 | -7.24 | -17.41 | 5.33 | | 2001 | -11.17 | 1.69 | -11.90 | 6.84 | | 2000 | 0.00 | -3.53 | -2.65 | -3.37 | | 1999 | N/A | N/A | N/A | 18.08 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 495 | 751 | 65.91 | | 1-Month | 605 | 830 | 72.89 | | 3-Month | 377 | 820 | 45.98 | | 6-Month | 411 | 776 | 52.96 | | 1-Year | 435 | 729 | 59.67 | | 3-Year | 151 | 528 | 28.60 | | 5-Year | 147 | 430 | 34.19 |
|
|
|
|
|
0.20% Nasdaq 
Performance
