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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.02% | | 5-Year Average Return: | 2.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.33% | |
Worst 1-Yr Total Return (2008): | -14.55% | |
Best 3-Yr Total Return (2005-7): | 8.46% | |
Worst 3-Yr Total Return (2006-8): | 1.07% |
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| 1-Year: | 5.57% | | 3-Year: | 1.35% | | 5-Year: | 3.04% | | 10-Year: | -3.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MLSCX | Category | Diff | Index* | Diff | | Year To Date | -3.02 | -1.43 | -1.59 | 0.02 | -3.04 | | 1-Month | -3.02 | -1.43 | -1.59 | 0.02 | -3.04 | | 3-Month | 0.00 | 0.66 | -0.66 | 0.07 | -0.07 | | 1-Year | 2.80 | 11.69 | -8.89 | 0.85 | 1.95 | | 3-Year | -0.02 | -2.05 | 2.03 | 3.31 | -3.33 | | 5-Year | 2.56 | 1.81 | 0.75 | 3.69 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.83 | 14.30 | -8.47 | 0.68 | 5.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.39 | -4.23 | -2.16 | 2.21 | -8.6 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MLSCX | Category | Diff | | 2009 | | | 6.57 | 10.46 | -3.89 | | 2008 | | | -14.55 | -15.40 | 0.85 | | 2007 | | | 14.33 | 4.42 | 9.91 | | 2006 | | | 5.67 | 7.23 | -1.56 | | 2005 | | | 5.60 | 4.77 | 0.83 | | 2004 | | | 4.49 | 5.06 | -0.57 | | 2003 | | | 25.36 | 8.46 | 16.90 | | 2002 | | | -17.47 | 2.05 | -19.52 | | 2001 | | | -22.61 | 5.37 | -27.98 | | 2000 | | | -25.05 | 9.57 | -34.62 |
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| PAST QUARTERLY RETURNS (%) FOR
MLSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.61 | 0.53 | 2.49 | 1.79 | | 2008 | -4.81 | 3.25 | -8.62 | -4.85 | | 2007 | 2.44 | 4.34 | 2.52 | 4.33 | | 2006 | 3.53 | -2.07 | 3.54 | 0.65 | | 2005 | -1.29 | 1.02 | 4.03 | 1.80 | | 2004 | 1.01 | -0.14 | 1.57 | 2.00 | | 2003 | -3.89 | 14.30 | 2.99 | 10.80 | | 2002 | -1.71 | -7.56 | -11.27 | 2.37 | | 2001 | -14.22 | -0.45 | -17.83 | 10.30 | | 2000 | 11.06 | -11.55 | -0.97 | -22.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 200 | 274 | 72.99 | | 1-Month | 191 | 274 | 69.71 | | 3-Month | 131 | 248 | 52.82 | | 6-Month | 177 | 231 | 76.62 | | 1-Year | 122 | 201 | 60.70 | | 3-Year | 37 | 120 | 30.83 | | 5-Year | 19 | 66 | 28.79 |
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1.52% Nasdaq 0.00%
Performance
