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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.44% | | 5-Year Average Return: | 4.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.23% | |
Worst 1-Yr Total Return (2008): | -0.86% | |
Best 3-Yr Total Return (2005-7): | 3.53% | |
Worst 3-Yr Total Return (2004-6): | 2.45% |
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| 1-Year: | 8.97% | | 3-Year: | 5.36% | | 5-Year: | 4.11% | | 10-Year: | 4.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSDNX | Category | Diff | Index* | Diff | | Year To Date | 11.44 | 9.09 | 2.35 | 6.24 | 5.2 | | 1-Month | 0.68 | 0.68 | 0 | 0.49 | 0.19 | | 3-Month | 2.96 | 2.53 | 0.43 | 2.60 | 0.36 | | 1-Year | 13.72 | 9.59 | 4.13 | 13.79 | -0.07 | | 3-Year | 5.45 | 3.61 | 1.84 | 6.35 | -0.9 | | 5-Year | 4.13 | 3.21 | 0.92 | 5.05 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.11 | 7.68 | 2.43 | 7.06 | 3.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.28 | 4.17 | 3.11 | 7.94 | -0.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSDNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.86 | -4.23 | 3.37 | | 2007 | | | 5.23 | 4.29 | 0.94 | | 2006 | | | 4.02 | 4.05 | -0.03 | | 2005 | | | 1.38 | 1.45 | -0.07 | | 2004 | | | 1.98 | 1.63 | 0.35 | | 2003 | | | 2.98 | 2.54 | 0.44 | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSDNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.28 | 5.07 | 4.02 | N/A | | 2008 | 0.61 | 0.30 | -1.11 | -0.65 | | 2007 | 1.32 | 0.40 | 1.79 | 1.63 | | 2006 | 0.40 | 0.60 | 1.70 | 1.25 | | 2005 | -0.50 | 1.59 | -0.10 | 0.39 | | 2004 | 1.66 | -1.92 | 1.86 | 0.41 | | 2003 | 1.26 | 2.01 | -0.29 | -0.02 | | 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 | 146 | 419 | 34.84 | | 1-Month | 287 | 435 | 65.98 | | 3-Month | 156 | 434 | 35.94 | | 6-Month | 121 | 420 | 28.81 | | 1-Year | 58 | 419 | 13.84 | | 3-Year | 58 | 360 | 16.11 | | 5-Year | 58 | 305 | 19.02 |
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