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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.75% | | 5-Year Average Return: | 4.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.75% | |
Worst 1-Yr Total Return (2008): | -38.82% | |
Best 3-Yr Total Return (2005-7): | 14.87% | |
Worst 3-Yr Total Return (2006-8): | -5.68% |
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| 1-Year: | -4.71% | | 3-Year: | -2.25% | | 5-Year: | 4.84% | | 10-Year: | 1.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSGBX | Category | Diff | Index* | Diff | | Year To Date | 27.75 | 31.75 | -4 | 29.91 | -2.16 | | 1-Month | 5.01 | 4.47 | 0.54 | 2.00 | 3.01 | | 3-Month | 7.63 | 7.37 | 0.26 | 4.58 | 3.05 | | 1-Year | 33.40 | 38.36 | -4.96 | 37.72 | -4.32 | | 3-Year | -2.49 | -4.57 | 2.08 | -5.52 | 3.03 | | 5-Year | 4.16 | 3.09 | 1.07 | 4.13 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.35 | 51.30 | 0.05 | 59.35 | -8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.60 | -13.15 | -1.45 | -14.95 | 0.35 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.82 | -41.91 | 3.09 | | 2007 | | | 15.50 | 11.28 | 4.22 | | 2006 | | | 18.75 | 19.72 | -0.97 | | 2005 | | | 10.52 | 11.61 | -1.09 | | 2004 | | | 12.08 | 15.27 | -3.19 | | 2003 | | | 27.89 | 34.49 | -6.60 | | 2002 | | | -18.99 | -19.36 | 0.37 | | 2001 | | | -15.58 | -17.51 | 1.93 | | 2000 | | | -9.99 | -9.14 | -0.85 | | 1999 | | | 22.53 | 41.13 | -18.60 |
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| PAST QUARTERLY RETURNS (%) FOR
MSGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.87 | 20.65 | 16.87 | N/A | | 2008 | -9.52 | -1.40 | -15.00 | -19.32 | | 2007 | 2.71 | 8.90 | 4.30 | -1.00 | | 2006 | 6.79 | -1.85 | 3.44 | 9.53 | | 2005 | -1.32 | 0.08 | 7.93 | 3.69 | | 2004 | 2.00 | 0.09 | -1.28 | 11.21 | | 2003 | -5.78 | 14.27 | 4.33 | 13.85 | | 2002 | 0.99 | -7.40 | -17.61 | 5.14 | | 2001 | -11.32 | 1.46 | -11.99 | 6.62 | | 2000 | -0.17 | -3.75 | -2.83 | -3.60 | | 1999 | N/A | N/A | N/A | 17.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 473 | 751 | 62.98 | | 1-Month | 506 | 830 | 60.96 | | 3-Month | 377 | 820 | 45.98 | | 6-Month | 395 | 776 | 50.90 | | 1-Year | 396 | 729 | 54.32 | | 3-Year | 143 | 528 | 27.08 | | 5-Year | 143 | 430 | 33.26 |
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0.67% Nasdaq 0.00%
Performance
