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| Morningstar Return Rating: | | | Year to Date Return: | -2.55% | | 5-Year Average Return: | 3.15% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 38.91% | |
Worst 1-Yr Total Return (2008): | -41.15% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | MSARX | Category | Diff | Index* | Diff | | Year To Date | -2.55 | -2.66 | 0.11 | -3.60 | 1.05 | | 1-Month | -2.55 | -2.66 | 0.11 | -3.60 | 1.05 | | 3-Month | 5.52 | 6.60 | -1.08 | 4.16 | 1.36 | | 1-Year | 45.91 | 43.98 | 1.93 | 33.14 | 12.77 | | 3-Year | -5.55 | -6.98 | 1.43 | -7.24 | 1.69 | | 5-Year | 3.15 | 1.33 | 1.82 | 0.18 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.40 | 57.47 | 3.93 | 45.76 | 15.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.60 | -16.40 | -2.2 | -18.25 | -0.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSARX | Category | Diff | | 2009 | | | 38.91 | 35.41 | 3.50 | | 2008 | | | -41.15 | -36.77 | -4.38 | | 2007 | | | N/A | 0.83 | N/A | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.44 | 19.28 | 23.59 | 4.05 | | 2008 | -9.24 | -4.89 | -4.85 | -28.35 | | 2007 | N/A | 8.55 | 0.13 | -3.57 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 75 | 442 | 16.97 | | 1-Month | 83 | 442 | 18.78 | | 3-Month | 243 | 442 | 54.98 | | 6-Month | 117 | 435 | 26.90 | | 1-Year | 119 | 418 | 28.47 | | 3-Year | | 357 | N/A | | 5-Year | | 253 | N/A |
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1.52% Nasdaq 0.00%
Performance
