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| Morningstar Return Rating: | High | | Year to Date Return: | 13.03% | | 5-Year Average Return: | 5.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.92% | |
Worst 1-Yr Total Return (2008): | -0.31% | |
Best 3-Yr Total Return (2005-7): | 4.18% | |
Worst 3-Yr Total Return (2004-6): | 3.12% |
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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 | MSBYX | Category | Diff | Index* | Diff | | Year To Date | 13.03 | 9.71 | 3.32 | 7.61 | 5.42 | | 1-Month | 0.85 | 0.67 | 0.18 | 1.29 | -0.44 | | 3-Month | 2.79 | 2.20 | 0.59 | 2.86 | -0.07 | | 1-Year | 15.22 | 11.11 | 4.11 | 11.63 | 3.59 | | 3-Year | 6.18 | 3.58 | 2.6 | 6.40 | -0.22 | | 5-Year | 5.08 | 3.39 | 1.69 | 5.49 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.52 | 7.66 | 2.86 | 7.06 | 3.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.99 | 4.29 | 3.7 | 7.94 | 0.05 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSBYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.31 | -4.23 | 3.92 | | 2007 | | | 5.92 | 4.29 | 1.63 | | 2006 | | | 4.75 | 4.05 | 0.70 | | 2005 | | | 1.92 | 1.45 | 0.47 | | 2004 | | | 2.71 | 1.63 | 1.08 | | 2003 | | | 3.50 | 2.54 | 0.96 | | 2002 | | | 7.73 | 5.47 | 2.26 | | 2001 | | | 6.34 | 7.27 | -0.93 | | 2000 | | | 6.44 | 7.59 | -1.15 | | 1999 | | | 3.07 | 2.21 | 0.86 |
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| PAST QUARTERLY RETURNS (%) FOR
MSBYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.59 | 5.11 | 4.27 | N/A | | 2008 | 0.70 | 0.50 | -0.89 | -0.61 | | 2007 | 1.41 | 0.60 | 1.97 | 1.82 | | 2006 | 0.60 | 0.80 | 1.89 | 1.38 | | 2005 | -0.39 | 1.78 | 0.00 | 0.54 | | 2004 | 1.84 | -1.81 | 2.14 | 0.56 | | 2003 | 1.25 | 2.19 | -0.10 | 0.13 | | 2002 | -0.30 | 2.79 | 3.59 | 1.47 | | 2001 | 2.40 | 0.78 | 2.83 | 0.21 | | 2000 | 1.31 | 1.68 | 2.05 | 1.25 | | 1999 | N/A | N/A | N/A | 0.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 121 | 418 | 28.95 | | 1-Month | 234 | 434 | 53.92 | | 3-Month | 142 | 433 | 32.79 | | 6-Month | 89 | 424 | 20.99 | | 1-Year | 95 | 418 | 22.73 | | 3-Year | 30 | 377 | 7.96 | | 5-Year | 16 | 313 | 5.11 |
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0.20% Nasdaq 
0.35 (3.28%) 
Performance
