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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.11% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 11.55% | |
Worst 1-Yr Total Return (2008): | -3.13% | |
Best 3-Yr Total Return (2007-9): | 4.51% | |
Worst 3-Yr Total Return (2006-8): | 2.40% |
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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 | MSINX | Category | Diff | Index* | Diff | | Year To Date | 1.11 | 1.03 | 0.08 | 1.53 | -0.42 | | 1-Month | 1.11 | 1.03 | 0.08 | 1.53 | -0.42 | | 3-Month | 1.59 | 1.45 | 0.14 | 1.23 | 0.36 | | 1-Year | 11.29 | 9.51 | 1.78 | 8.51 | 2.78 | | 3-Year | 4.80 | 3.73 | 1.07 | 6.60 | -1.8 | | 5-Year | 4.33 | 3.49 | 0.84 | 5.16 | -0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.02 | 7.56 | 1.46 | 7.06 | 1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.76 | 4.25 | 0.51 | 7.94 | -3.18 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSINX | Category | Diff | | 2009 | | | 11.55 | 9.30 | 2.25 | | 2008 | | | -3.13 | -4.23 | 1.10 | | 2007 | | | 5.63 | 4.29 | 1.34 | | 2006 | | | 4.93 | 4.05 | 0.88 | | 2005 | | | 2.05 | 1.45 | 0.60 | | 2004 | | | 1.46 | 1.63 | -0.17 | | 2003 | | | 3.07 | 2.54 | 0.53 | | 2002 | | | 5.51 | 5.47 | 0.04 | | 2001 | | | 6.07 | 7.27 | -1.20 | | 2000 | | | 6.73 | 7.59 | -0.86 |
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| PAST QUARTERLY RETURNS (%) FOR
MSINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.45 | 4.01 | 3.37 | 1.26 | | 2008 | 0.43 | 0.88 | -2.68 | -1.75 | | 2007 | 1.56 | 0.68 | 1.81 | 1.47 | | 2006 | 0.91 | 0.94 | 1.98 | 1.00 | | 2005 | 0.03 | 0.96 | 0.45 | 0.61 | | 2004 | 1.30 | -1.21 | 1.15 | 0.22 | | 2003 | 0.93 | 1.15 | 0.47 | 0.49 | | 2002 | 0.24 | 1.99 | 2.18 | 1.00 | | 2001 | 2.66 | 1.37 | 2.67 | -0.72 | | 2000 | 1.28 | 0.48 | 2.49 | 2.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 184 | 451 | 40.80 | | 1-Month | 135 | 451 | 29.93 | | 3-Month | 111 | 445 | 24.94 | | 6-Month | 146 | 443 | 32.96 | | 1-Year | 130 | 428 | 30.37 | | 3-Year | 118 | 383 | 30.81 | | 5-Year | 68 | 314 | 21.66 |
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