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| Morningstar Return Rating: | | | Year to Date Return: | 28.29% | | 5-Year Average Return: | 3.62% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -41.15% | |
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 | 28.29 | 23.00 | 5.29 | 17.05 | 11.24 | | 1-Month | -3.90 | -3.83 | -0.07 | -1.86 | -2.04 | | 3-Month | 8.61 | 6.04 | 2.57 | 5.48 | 3.13 | | 1-Year | 16.08 | 17.86 | -1.78 | 9.80 | 6.28 | | 3-Year | -4.86 | -6.76 | 1.9 | -7.02 | 2.16 | | 5-Year | 3.62 | 1.68 | 1.94 | 0.33 | 3.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.40 | 55.15 | 6.25 | 45.76 | 15.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.60 | -15.15 | -3.45 | -18.25 | -0.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.44 | 19.28 | 23.59 | N/A | | 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 | | 1999 | 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 | 84 | 424 | 19.81 | | 1-Month | 235 | 445 | 52.81 | | 3-Month | 110 | 440 | 25.00 | | 6-Month | 82 | 433 | 18.94 | | 1-Year | 144 | 419 | 34.37 | | 3-Year | | 339 | N/A | | 5-Year | | 249 | N/A |
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1.23% Nasdaq 
Performance
