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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.16% | | 5-Year Average Return: | 3.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.50% | |
Worst 1-Yr Total Return (2008): | -33.12% | |
Best 3-Yr Total Return (2004-6): | 16.08% | |
Worst 3-Yr Total Return (2006-8): | -3.43% |
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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 | MSIQX | Category | Diff | Index* | Diff | | Year To Date | 19.16 | 28.50 | -9.34 | 29.91 | -10.75 | | 1-Month | 2.34 | 2.93 | -0.59 | 2.00 | 0.34 | | 3-Month | 4.38 | 4.52 | -0.14 | 4.58 | -0.2 | | 1-Year | 28.87 | 37.87 | -9 | 37.72 | -8.85 | | 3-Year | -3.61 | -5.94 | 2.33 | -5.52 | 1.91 | | 5-Year | 3.57 | 3.48 | 0.09 | 4.13 | -0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.80 | 59.57 | -15.77 | 59.35 | -15.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.32 | -11.44 | 0.12 | -14.95 | 3.63 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSIQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.12 | -42.41 | 9.29 | | 2007 | | | 9.91 | 9.01 | 0.90 | | 2006 | | | 22.50 | 25.98 | -3.48 | | 2005 | | | 6.45 | 13.19 | -6.74 | | 2004 | | | 19.96 | 21.99 | -2.03 | | 2003 | | | 32.73 | 39.07 | -6.34 | | 2002 | | | -3.96 | -12.37 | 8.41 | | 2001 | | | -9.74 | -15.98 | 6.24 | | 2000 | | | 9.23 | -6.76 | 15.99 | | 1999 | | | 16.97 | 30.02 | -13.05 |
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| PAST QUARTERLY RETURNS (%) FOR
MSIQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.17 | 18.41 | 15.72 | N/A | | 2008 | -6.55 | -1.02 | -15.49 | -14.45 | | 2007 | 4.47 | 5.58 | 0.44 | -0.79 | | 2006 | 7.28 | 0.92 | 4.81 | 7.96 | | 2005 | 0.29 | -1.81 | 6.63 | 1.38 | | 2004 | 5.14 | 0.60 | -1.29 | 14.89 | | 2003 | -9.24 | 18.10 | 7.47 | 15.22 | | 2002 | 3.40 | 3.54 | -15.70 | 6.42 | | 2001 | -10.07 | 2.80 | -7.50 | 5.54 | | 2000 | -0.15 | 8.11 | -5.62 | 7.21 | | 1999 | N/A | N/A | N/A | 6.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 292 | 340 | 85.88 | | 1-Month | 38 | 354 | 10.73 | | 3-Month | 155 | 354 | 43.79 | | 6-Month | 274 | 352 | 77.84 | | 1-Year | 240 | 338 | 71.01 | | 3-Year | 37 | 265 | 13.96 | | 5-Year | 78 | 199 | 39.20 |
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0.11% Nasdaq 
Performance
