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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.48% | | 5-Year Average Return: | 4.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.79% | |
Worst 1-Yr Total Return (2008): | -42.50% | |
Best 3-Yr Total Return (2005-7): | 14.02% | |
Worst 3-Yr Total Return (2006-8): | -7.78% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MRSCX | Category | Diff | Index* | Diff | | Year To Date | 28.48 | 21.65 | 6.83 | 17.05 | 11.43 | | 1-Month | -4.96 | -5.90 | 0.94 | -1.86 | -3.1 | | 3-Month | 4.78 | 2.07 | 2.71 | 5.48 | -0.7 | | 1-Year | 23.19 | 13.17 | 10.02 | 9.80 | 13.39 | | 3-Year | -3.53 | -7.45 | 3.92 | -7.02 | 3.49 | | 5-Year | 4.11 | 0.22 | 3.89 | 0.33 | 3.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.06 | 52.20 | 1.86 | 45.76 | 8.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.00 | -18.89 | 2.89 | -18.25 | 2.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MRSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.50 | -41.55 | -0.95 | | 2007 | | | 18.79 | 7.59 | 11.20 | | 2006 | | | 14.84 | 10.81 | 4.03 | | 2005 | | | 8.66 | 6.02 | 2.64 | | 2004 | | | 16.67 | 12.41 | 4.26 | | 2003 | | | 48.68 | 45.54 | 3.14 | | 2002 | | | -28.78 | -27.88 | -0.90 | | 2001 | | | 8.98 | -8.91 | 17.89 | | 2000 | | | -19.66 | -3.85 | -15.81 | | 1999 | | | 34.79 | 64.77 | -29.98 |
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| PAST QUARTERLY RETURNS (%) FOR
MRSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.19 | 18.91 | 18.66 | N/A | | 2008 | -16.44 | 7.71 | -17.66 | -22.42 | | 2007 | 6.08 | 6.85 | 5.25 | -0.42 | | 2006 | 17.50 | -7.18 | -3.37 | 8.97 | | 2005 | -5.65 | 1.14 | 10.58 | 2.97 | | 2004 | 4.96 | -1.62 | -3.59 | 17.19 | | 2003 | -9.58 | 30.45 | 9.52 | 15.09 | | 2002 | -0.86 | -22.07 | -17.46 | 11.69 | | 2001 | -12.57 | 30.72 | -27.21 | 31.02 | | 2000 | 17.49 | -10.45 | -2.09 | -22.01 | | 1999 | N/A | N/A | N/A | 38.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 173 | 790 | 21.90 | | 1-Month | 500 | 820 | 60.98 | | 3-Month | 57 | 819 | 6.96 | | 6-Month | 160 | 800 | 20.00 | | 1-Year | 125 | 783 | 15.96 | | 3-Year | 64 | 669 | 9.57 | | 5-Year | 42 | 554 | 7.58 |
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0.50% Nasdaq 
0.02 (0.15%) 
Performance
