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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.34% | | 5-Year Average Return: | 0.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.96% | |
Worst 1-Yr Total Return (2008): | -32.18% | |
Best 3-Yr Total Return (2004-6): | 12.25% | |
Worst 3-Yr Total Return (2006-8): | -6.29% |
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| 1-Year: | -12.30% | | 3-Year: | -6.35% | | 5-Year: | 1.05% | | 10-Year: | 1.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MUGCX | Category | Diff | Index* | Diff | | Year To Date | 6.34 | 15.79 | -9.45 | 17.05 | -10.71 | | 1-Month | -2.58 | -2.21 | -0.37 | -1.86 | -0.72 | | 3-Month | 3.52 | 5.62 | -2.1 | 5.48 | -1.96 | | 1-Year | 1.70 | 9.52 | -7.82 | 9.80 | -8.1 | | 3-Year | -8.02 | -8.36 | 0.34 | -7.02 | -1 | | 5-Year | 0.20 | 0.18 | 0.02 | 0.33 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.06 | 46.84 | -12.78 | 45.76 | -11.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.68 | -16.40 | -3.28 | -18.25 | -1.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MUGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.18 | -37.09 | 4.91 | | 2007 | | | 3.72 | 1.42 | 2.30 | | 2006 | | | 16.96 | 18.15 | -1.19 | | 2005 | | | 7.00 | 5.95 | 1.05 | | 2004 | | | 13.01 | 12.97 | 0.04 | | 2003 | | | 29.90 | 28.44 | 1.46 | | 2002 | | | -20.11 | -18.69 | -1.42 | | 2001 | | | -4.75 | -4.99 | 0.24 | | 2000 | | | 2.77 | 7.87 | -5.10 | | 1999 | | | -1.04 | 6.72 | -7.76 |
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| PAST QUARTERLY RETURNS (%) FOR
MUGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.96 | 12.14 | 13.13 | N/A | | 2008 | -8.30 | -2.01 | -6.99 | -18.85 | | 2007 | 0.31 | 5.60 | 0.06 | -2.14 | | 2006 | 4.08 | 0.07 | 5.00 | 6.95 | | 2005 | 0.14 | 1.81 | 3.12 | 1.77 | | 2004 | 2.92 | -0.38 | 0.54 | 9.64 | | 2003 | -4.70 | 16.43 | 2.21 | 14.53 | | 2002 | 1.96 | -9.54 | -17.02 | 4.38 | | 2001 | -4.61 | 1.97 | -9.69 | 8.42 | | 2000 | -7.70 | -5.33 | 9.22 | 7.67 | | 1999 | N/A | N/A | N/A | 4.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1254 | 1335 | 93.93 | | 1-Month | 1034 | 1379 | 74.98 | | 3-Month | 1285 | 1368 | 93.93 | | 6-Month | 1265 | 1346 | 93.98 | | 1-Year | 1037 | 1318 | 78.68 | | 3-Year | 419 | 1124 | 37.28 | | 5-Year | 408 | 934 | 43.68 |
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0.01% Nasdaq 
0.22%
Performance
