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Friday, December 4, 2009, 2:28PM ET - U.S. Markets close in 1 hour and 32 minutes. Dow Down 0.35% Nasdaq Up 0.19%
Morgan Stanley Balanced B (BGRBX)On Dec 3: 11.95  Down 0.08 (0.67%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:12.77%
5-Year Average Return:1.67%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):11.03%
Worst 1-Yr Total Return (2008):-25.26%
Best 3-Yr Total Return (2004-6):9.13%
Worst 3-Yr Total Return (2006-8):-5.12%
LOAD ADJUSTED RETURNS 
1-Year:-4.78%
3-Year:-3.36%
5-Year:2.01%
10-Year:2.65%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnBGRBXCategoryDiffIndex*Diff
Year To Date12.7718.16-5.39N/AN/A
1-Month-1.96-1.24-0.72N/AN/A
3-Month6.384.711.67N/AN/A
1-Year10.2915.73-5.44N/AN/A
3-Year-3.77-2.66-1.11N/AN/A
5-Year1.672.10-0.43N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)34.2833.320.96N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-8.33-8.510.18N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearBGRBXCategoryDiff
2009N/AN/AN/A
2008
 
-25.26-28.002.74
2007
 
2.925.99-3.07
2006
 
11.0311.29-0.26
2005
 
6.765.131.63
2004
 
9.648.860.78
2003
 
18.6020.35-1.75
2002
 
-12.29-12.02-0.27
2001
 
0.41-5.055.46
2000
 
5.091.823.27
1999
 
2.0310.71-8.68
PAST QUARTERLY RETURNS (%) FOR BGRBX 
Q1Q2Q3Q4
2009-9.849.9816.00N/A
2008-7.31-3.51-3.99-12.95
20070.304.82-0.57-1.55
20061.41-0.214.804.69
2005-0.342.333.491.15
20041.490.000.927.04
2003-3.4911.941.078.62
20021.82-6.68-11.624.44
2001-1.013.94-8.246.35
2000-2.11-5.006.476.13
1999N/AN/AN/A2.93
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1017121183.98
1-Month943125874.96
3-Month188125614.97
6-Month439122035.98
1-Year750120462.29
3-Year51195053.79
5-Year37179646.61

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