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| Morningstar Return Rating: | Above average | | Year to Date Return: | 56.52% | | 5-Year Average Return: | 3.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.29% | |
Worst 1-Yr Total Return (2008): | -50.47% | |
Best 3-Yr Total Return (2005-7): | 13.78% | |
Worst 3-Yr Total Return (2006-8): | -14.26% |
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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 | MSEQX | Category | Diff | Index* | Diff | | Year To Date | 56.52 | 31.20 | 25.32 | 24.07 | 32.45 | | 1-Month | 6.27 | 5.67 | 0.6 | 6.00 | 0.27 | | 3-Month | 11.39 | 8.18 | 3.21 | 7.91 | 3.48 | | 1-Year | 57.41 | 34.04 | 23.37 | 25.39 | 32.02 | | 3-Year | -2.05 | -3.89 | 1.84 | -5.79 | 3.74 | | 5-Year | 3.42 | 1.25 | 2.17 | 0.71 | 2.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.63 | 43.84 | 15.79 | 45.76 | 13.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.17 | -18.03 | 0.86 | -18.25 | 1.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.47 | -40.67 | -9.80 | | 2007 | | | 22.29 | 13.35 | 8.94 | | 2006 | | | 4.07 | 7.05 | -2.98 | | 2005 | | | 15.72 | 6.71 | 9.01 | | 2004 | | | 7.75 | 7.81 | -0.06 | | 2003 | | | 26.41 | 28.66 | -2.25 | | 2002 | | | -27.60 | -27.64 | 0.04 | | 2001 | | | -14.98 | -22.30 | 7.32 | | 2000 | | | -11.68 | -13.05 | 1.37 | | 1999 | | | 39.59 | 38.87 | 0.72 |
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| PAST QUARTERLY RETURNS (%) FOR
MSEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.71 | 21.08 | 19.78 | N/A | | 2008 | -12.35 | 2.54 | -20.77 | -30.45 | | 2007 | 2.81 | 6.81 | 10.15 | 1.11 | | 2006 | 0.51 | -3.47 | 0.32 | 6.93 | | 2005 | -5.39 | 5.89 | 7.02 | 7.94 | | 2004 | 0.76 | 1.77 | -4.58 | 10.13 | | 2003 | -0.24 | 12.52 | 2.36 | 10.02 | | 2002 | -3.01 | -15.09 | -16.99 | 5.91 | | 2001 | -18.24 | 9.19 | -15.50 | 12.71 | | 2000 | 9.78 | -3.16 | -1.99 | -15.24 | | 1999 | N/A | N/A | N/A | 21.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 1818 | 2.97 | | 1-Month | 1486 | 1906 | 77.96 | | 3-Month | 456 | 1904 | 23.95 | | 6-Month | 111 | 1866 | 5.95 | | 1-Year | 44 | 1815 | 2.42 | | 3-Year | 311 | 1537 | 20.23 | | 5-Year | 164 | 1273 | 12.88 |
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0.26% Nasdaq 
Performance
