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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.39% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 10.87% | |
Worst 1-Yr Total Return (2007): | 6.92% | |
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 | MSFIX | Category | Diff | Index* | Diff | | Year To Date | 7.39 | 16.74 | -9.35 | 7.61 | -0.22 | | 1-Month | 1.50 | 1.15 | 0.35 | 1.29 | 0.21 | | 3-Month | 3.11 | 4.22 | -1.11 | 2.86 | 0.25 | | 1-Year | 20.22 | 26.34 | -6.12 | 11.63 | 8.59 | | 3-Year | 7.63 | 5.43 | 2.2 | 6.40 | 1.23 | | 5-Year | N/A | 4.63 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.22 | 23.40 | -8.18 | 7.06 | 8.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 14.81 | 9.52 | 5.29 | 7.94 | 6.87 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 10.87 | -3.72 | 14.59 | | 2007 | | | 6.92 | 3.10 | 3.82 | | 2006 | | | N/A | 4.43 | N/A | | 2005 | | | N/A | 2.23 | N/A | | 2004 | | | N/A | 6.47 | N/A | | 2003 | | | N/A | 8.79 | N/A | | 2002 | | | N/A | 8.36 | N/A | | 2001 | | | N/A | 7.85 | N/A | | 2000 | | | N/A | 9.36 | N/A | | 1999 | | | N/A | -2.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.53 | 3.39 | 9.09 | N/A | | 2008 | 2.19 | -2.72 | -2.74 | 14.67 | | 2007 | 0.87 | -2.24 | 3.92 | 4.32 | | 2006 | N/A | N/A | N/A | 0.56 | | 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 | 42 | 50 | 84.00 | | 1-Month | 47 | 53 | 88.68 | | 3-Month | 49 | 53 | 92.45 | | 6-Month | 25 | 52 | 48.08 | | 1-Year | 35 | 50 | 70.00 | | 3-Year | 9 | 40 | 22.50 | | 5-Year | | 30 | N/A |
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