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| Morningstar Return Rating: | Below average | | Year to Date Return: | 46.75% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.73% | |
Worst 1-Yr Total Return (2008): | -49.34% | |
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 | MSFOX | Category | Diff | Index* | Diff | | Year To Date | 46.75 | 31.20 | 15.55 | 24.07 | 22.68 | | 1-Month | 3.34 | 5.67 | -2.33 | 6.00 | -2.66 | | 3-Month | 7.46 | 8.18 | -0.72 | 7.91 | -0.45 | | 1-Year | 45.72 | 34.04 | 11.68 | 25.39 | 20.33 | | 3-Year | -6.65 | -3.89 | -2.76 | -5.79 | -0.86 | | 5-Year | N/A | 1.25 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.39 | 43.84 | 36.55 | 45.76 | 34.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.04 | -18.03 | 3.99 | -18.25 | 4.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSFOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.34 | -40.67 | -8.67 | | 2007 | | | 7.73 | 13.35 | -5.62 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSFOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.49 | 30.29 | 24.74 | N/A | | 2008 | -11.76 | -3.75 | -17.74 | -27.48 | | 2007 | 1.36 | 6.80 | 1.09 | -1.56 | | 2006 | N/A | N/A | 1.80 | 8.25 | | 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 | 145 | 1818 | 7.98 | | 1-Month | 1867 | 1906 | 97.95 | | 3-Month | 1884 | 1904 | 98.95 | | 6-Month | 242 | 1866 | 12.97 | | 1-Year | 161 | 1815 | 8.87 | | 3-Year | 1205 | 1537 | 78.40 | | 5-Year | | 1273 | N/A |
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0.83% Nasdaq 0.00%
Performance
