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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.15% | | 5-Year Average Return: | 5.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.95% | |
Worst 1-Yr Total Return (2008): | -39.41% | |
Best 3-Yr Total Return (2004-6): | 18.24% | |
Worst 3-Yr Total Return (2006-8): | -4.78% |
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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 | MSIBX | Category | Diff | Index* | Diff | | Year To Date | 25.15 | 29.35 | -4.2 | 29.91 | -4.76 | | 1-Month | 3.67 | 3.83 | -0.16 | 2.00 | 1.67 | | 3-Month | 5.47 | 6.09 | -0.62 | 4.58 | 0.89 | | 1-Year | 34.26 | 38.30 | -4.04 | 37.72 | -3.46 | | 3-Year | -3.38 | -5.68 | 2.3 | -5.52 | 2.14 | | 5-Year | 5.21 | 4.12 | 1.09 | 4.13 | 1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.82 | 57.56 | -2.74 | 59.35 | -4.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.79 | -15.07 | 1.28 | -14.95 | 1.16 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.41 | -43.99 | 4.58 | | 2007 | | | 14.95 | 12.71 | 2.24 | | 2006 | | | 23.95 | 24.77 | -0.82 | | 2005 | | | 14.67 | 14.72 | -0.05 | | 2004 | | | 16.29 | 17.39 | -1.10 | | 2003 | | | 33.13 | 33.58 | -0.45 | | 2002 | | | -13.29 | -16.69 | 3.40 | | 2001 | | | -17.81 | -21.67 | 3.86 | | 2000 | | | -15.04 | -16.34 | 1.30 | | 1999 | | | 27.26 | 40.28 | -13.02 |
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| PAST QUARTERLY RETURNS (%) FOR
MSIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.10 | 24.14 | 17.11 | N/A | | 2008 | -8.77 | -0.74 | -19.10 | -17.30 | | 2007 | 4.30 | 8.18 | 3.32 | -1.39 | | 2006 | 9.26 | -0.58 | 3.57 | 10.18 | | 2005 | -1.08 | -0.91 | 11.16 | 5.24 | | 2004 | 3.40 | -0.20 | -1.04 | 13.88 | | 2003 | -7.83 | 15.96 | 7.28 | 16.11 | | 2002 | 1.48 | -0.56 | -17.95 | 4.72 | | 2001 | -12.04 | -0.42 | -10.21 | 4.50 | | 2000 | -2.57 | -4.42 | -6.18 | -2.76 | | 1999 | N/A | N/A | N/A | 18.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 593 | 824 | 71.97 | | 1-Month | 423 | 847 | 49.94 | | 3-Month | 295 | 844 | 34.95 | | 6-Month | 570 | 839 | 67.94 | | 1-Year | 476 | 817 | 58.26 | | 3-Year | 119 | 612 | 19.44 | | 5-Year | 117 | 462 | 25.32 |
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0.02% Nasdaq 
0.33%
Performance
