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| Morningstar Return Rating: | Low | | Year to Date Return: | 7.97% | | 5-Year Average Return: | 1.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.56% | |
Worst 1-Yr Total Return (2008): | -9.21% | |
Best 3-Yr Total Return (2005-7): | 3.04% | |
Worst 3-Yr Total Return (2006-8): | -0.79% |
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| 1-Year: | 6.62% | | 3-Year: | 0.45% | | 5-Year: | 1.17% | | 10-Year: | 3.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MTGCX | Category | Diff | Index* | Diff | | Year To Date | 7.97 | 6.47 | 1.5 | 7.61 | 0.36 | | 1-Month | 1.08 | 1.23 | -0.15 | 1.29 | -0.21 | | 3-Month | 2.80 | 2.69 | 0.11 | 2.86 | -0.06 | | 1-Year | 8.07 | 9.04 | -0.97 | 11.63 | -3.56 | | 3-Year | 0.72 | 5.62 | -4.9 | 6.40 | -5.68 | | 5-Year | 1.49 | 4.68 | -3.19 | 5.49 | -4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.56 | 4.86 | -0.3 | 7.06 | -2.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.64 | 7.38 | 0.26 | 7.94 | -0.3 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MTGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.21 | 4.76 | -13.97 | | 2007 | | | 4.56 | 6.09 | -1.53 | | 2006 | | | 2.88 | 3.47 | -0.59 | | 2005 | | | 1.71 | 1.91 | -0.20 | | 2004 | | | 3.11 | 3.01 | 0.10 | | 2003 | | | 1.05 | 1.90 | -0.85 | | 2002 | | | 9.05 | 9.23 | -0.18 | | 2001 | | | 5.69 | 6.81 | -1.12 | | 2000 | | | 10.31 | 10.86 | -0.55 | | 1999 | | | -4.31 | -1.35 | -2.96 |
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| PAST QUARTERLY RETURNS (%) FOR
MTGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.91 | 0.31 | 2.49 | N/A | | 2008 | -4.84 | -2.83 | -3.47 | 1.72 | | 2007 | 1.37 | -0.53 | 1.95 | 1.71 | | 2006 | -0.30 | -0.36 | 2.63 | 0.92 | | 2005 | -0.19 | 1.81 | -0.21 | 0.30 | | 2004 | 1.20 | -0.90 | 1.92 | 0.88 | | 2003 | 0.12 | -0.40 | 0.50 | 0.84 | | 2002 | -0.48 | 3.93 | 4.77 | 0.64 | | 2001 | 1.54 | -0.16 | 4.68 | -0.41 | | 2000 | 1.93 | 1.57 | 2.82 | 3.63 | | 1999 | N/A | N/A | N/A | -0.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 110 | 367 | 29.97 | | 1-Month | 172 | 374 | 45.99 | | 3-Month | 112 | 374 | 29.95 | | 6-Month | 142 | 374 | 37.97 | | 1-Year | 94 | 358 | 26.26 | | 3-Year | 289 | 345 | 83.77 | | 5-Year | 262 | 318 | 82.39 |
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0.51% Nasdaq 
0.02 (0.25%) 
Performance
