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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.73% | | 5-Year Average Return: | 4.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.51% | |
Worst 1-Yr Total Return (2008): | -0.65% | |
Best 3-Yr Total Return (2005-7): | 3.84% | |
Worst 3-Yr Total Return (2004-6): | 2.79% |
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| 1-Year: | 6.40% | | 3-Year: | 4.40% | | 5-Year: | 3.66% | | 10-Year: | 4.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSHAX | Category | Diff | Index* | Diff | | Year To Date | 11.73 | 9.09 | 2.64 | 6.24 | 5.49 | | 1-Month | 0.67 | 0.68 | -0.01 | 0.49 | 0.18 | | 3-Month | 2.95 | 2.53 | 0.42 | 2.60 | 0.35 | | 1-Year | 13.99 | 9.59 | 4.4 | 13.79 | 0.2 | | 3-Year | 5.74 | 3.61 | 2.13 | 6.35 | -0.61 | | 5-Year | 4.42 | 3.21 | 1.21 | 5.05 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.28 | 7.68 | 2.6 | 7.06 | 3.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.57 | 4.17 | 3.4 | 7.94 | -0.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.65 | -4.23 | 3.58 | | 2007 | | | 5.51 | 4.29 | 1.22 | | 2006 | | | 4.43 | 4.05 | 0.38 | | 2005 | | | 1.62 | 1.45 | 0.17 | | 2004 | | | 2.32 | 1.63 | 0.69 | | 2003 | | | 3.22 | 2.54 | 0.68 | | 2002 | | | 7.19 | 5.47 | 1.72 | | 2001 | | | 5.94 | 7.27 | -1.33 | | 2000 | | | 6.04 | 7.59 | -1.55 | | 1999 | | | 2.50 | 2.21 | 0.29 |
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| PAST QUARTERLY RETURNS (%) FOR
MSHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.49 | 5.04 | 4.10 | N/A | | 2008 | 0.61 | 0.40 | -1.00 | -0.65 | | 2007 | 1.31 | 0.50 | 1.88 | 1.71 | | 2006 | 0.51 | 0.70 | 1.80 | 1.36 | | 2005 | -0.49 | 1.69 | 0.00 | 0.43 | | 2004 | 1.75 | -1.91 | 2.05 | 0.46 | | 2003 | 1.35 | 2.00 | -0.21 | 0.05 | | 2002 | -0.40 | 2.70 | 3.51 | 1.24 | | 2001 | 2.30 | 0.78 | 2.72 | 0.02 | | 2000 | 1.30 | 1.48 | 1.95 | 1.17 | | 1999 | N/A | N/A | N/A | 0.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 129 | 419 | 30.79 | | 1-Month | 204 | 435 | 46.90 | | 3-Month | 138 | 434 | 31.80 | | 6-Month | 117 | 420 | 27.86 | | 1-Year | 52 | 419 | 12.41 | | 3-Year | 44 | 360 | 12.22 | | 5-Year | 33 | 305 | 10.82 |
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0.18% Nasdaq 
0.42%
Performance
