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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.02% | | 5-Year Average Return: | 3.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.63% | |
Worst 1-Yr Total Return (2008): | -3.13% | |
Best 3-Yr Total Return (2005-7): | 4.19% | |
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 | 11.02 | 9.09 | 1.93 | 6.24 | 4.78 | | 1-Month | 0.79 | 0.68 | 0.11 | 0.49 | 0.3 | | 3-Month | 2.86 | 2.53 | 0.33 | 2.60 | 0.26 | | 1-Year | 11.50 | 9.59 | 1.91 | 13.79 | -2.29 | | 3-Year | 4.56 | 3.61 | 0.95 | 6.35 | -1.79 | | 5-Year | 3.98 | 3.21 | 0.77 | 5.05 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.02 | 7.68 | 1.34 | 7.06 | 1.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.76 | 4.17 | 0.59 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 4.51 | 2.21 | 2.30 |
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| PAST QUARTERLY RETURNS (%) FOR
MSINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.45 | 4.01 | 3.37 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 0.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 163 | 419 | 38.90 | | 1-Month | 352 | 435 | 80.92 | | 3-Month | 173 | 434 | 39.86 | | 6-Month | 184 | 420 | 43.81 | | 1-Year | 101 | 419 | 24.11 | | 3-Year | 125 | 360 | 34.72 | | 5-Year | 82 | 305 | 26.89 |
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