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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.33% | | 5-Year Average Return: | 3.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.96% | |
Worst 1-Yr Total Return (2008): | -13.86% | |
Best 3-Yr Total Return (2004-6): | 4.55% | |
Worst 3-Yr Total Return (2006-8): | -1.54% |
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| 1-Year: | 12.17% | | 3-Year: | 4.18% | | 5-Year: | 3.97% | | 10-Year: | 4.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSICX | Category | Diff | Index* | Diff | | Year To Date | 23.33 | 24.90 | -1.57 | 6.24 | 17.09 | | 1-Month | 0.70 | 1.05 | -0.35 | 0.49 | 0.21 | | 3-Month | 6.61 | 6.22 | 0.39 | 2.60 | 4.01 | | 1-Year | 27.36 | 27.17 | 0.19 | 13.79 | 13.57 | | 3-Year | 3.98 | 4.15 | -0.17 | 6.35 | -2.37 | | 5-Year | 3.82 | 4.90 | -1.08 | 5.05 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.53 | 23.09 | -0.56 | 7.06 | 15.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.67 | 4.14 | -1.47 | 7.94 | -5.27 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.86 | -15.41 | 1.55 | | 2007 | | | 3.83 | 4.45 | -0.62 | | 2006 | | | 6.72 | 6.90 | -0.18 | | 2005 | | | 0.11 | 2.12 | -2.01 | | 2004 | | | 6.96 | 8.38 | -1.42 | | 2003 | | | 19.10 | 16.18 | 2.92 | | 2002 | | | 3.99 | 6.76 | -2.77 | | 2001 | | | 5.78 | 4.22 | 1.56 | | 2000 | | | -2.28 | 1.73 | -4.01 | | 1999 | | | 1.54 | 2.89 | -1.35 |
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| PAST QUARTERLY RETURNS (%) FOR
MSICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.14 | 9.20 | 9.80 | N/A | | 2008 | -1.29 | 0.05 | -5.61 | -7.59 | | 2007 | 1.49 | -0.30 | 1.71 | 0.88 | | 2006 | 0.61 | -0.36 | 3.13 | 3.22 | | 2005 | -1.42 | 1.20 | 0.21 | 0.14 | | 2004 | 2.08 | -2.38 | 3.36 | 3.84 | | 2003 | 4.82 | 7.17 | 2.06 | 3.88 | | 2002 | 1.34 | -1.83 | -1.37 | 5.98 | | 2001 | 3.30 | -0.28 | -0.31 | 3.02 | | 2000 | 0.18 | 0.21 | -0.72 | -1.96 | | 1999 | N/A | N/A | N/A | 0.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 132 | 245 | 53.88 | | 1-Month | 244 | 266 | 91.73 | | 3-Month | 67 | 259 | 25.87 | | 6-Month | 165 | 254 | 64.96 | | 1-Year | 89 | 229 | 38.86 | | 3-Year | 71 | 164 | 43.29 | | 5-Year | 78 | 132 | 59.09 |
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0.22% Nasdaq 
0.01 (0.12%) 
Performance
