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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.53% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 33.53% | |
Worst 1-Yr Total Return (2008): | -38.33% | |
Best 3-Yr Total Return (2004-6): | 21.78% | |
Worst 3-Yr Total Return (2006-8): | -10.62% |
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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 | MSISX | Category | Diff | Index* | Diff | | Year To Date | 24.53 | 42.06 | -17.53 | 29.91 | -5.38 | | 1-Month | -2.15 | 2.21 | -4.36 | 2.00 | -4.15 | | 3-Month | -4.05 | 6.26 | -10.31 | 4.58 | -8.63 | | 1-Year | 37.29 | 52.61 | -15.32 | 37.72 | -0.43 | | 3-Year | -8.51 | -5.12 | -3.39 | -5.52 | -2.99 | | 5-Year | 1.16 | 5.04 | -3.88 | 4.13 | -2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.40 | 68.45 | -8.05 | 59.35 | 1.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.36 | -11.35 | 7.99 | -14.95 | 11.59 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.33 | -47.29 | 8.96 | | 2007 | | | -3.22 | 5.01 | -8.23 | | 2006 | | | 19.61 | 26.48 | -6.87 | | 2005 | | | 13.07 | 18.16 | -5.09 | | 2004 | | | 33.53 | 23.91 | 9.62 | | 2003 | | | 48.32 | 49.12 | -0.80 | | 2002 | | | -2.99 | -5.48 | 2.49 | | 2001 | | | -5.88 | -11.74 | 5.86 | | 2000 | | | -2.98 | -7.54 | 4.56 | | 1999 | | | 39.34 | 45.36 | -6.02 |
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| PAST QUARTERLY RETURNS (%) FOR
MSISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.38 | 25.75 | 21.14 | N/A | | 2008 | -6.38 | -3.56 | -20.74 | -13.81 | | 2007 | 6.91 | 1.66 | -3.99 | -7.26 | | 2006 | 10.52 | -3.34 | 0.80 | 11.07 | | 2005 | 2.99 | -0.66 | 7.31 | 3.00 | | 2004 | 13.89 | 2.05 | -1.47 | 16.60 | | 2003 | -3.52 | 21.44 | 15.82 | 9.29 | | 2002 | 5.60 | 8.24 | -14.04 | -1.27 | | 2001 | -4.91 | 3.81 | -7.80 | 3.41 | | 2000 | 3.15 | 1.82 | -7.59 | -0.05 | | 1999 | N/A | N/A | N/A | 9.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 70 | 85.71 | | 1-Month | 66 | 70 | 94.29 | | 3-Month | 68 | 70 | 97.14 | | 6-Month | 59 | 69 | 85.51 | | 1-Year | 53 | 70 | 75.71 | | 3-Year | 38 | 52 | 73.08 | | 5-Year | 34 | 45 | 75.56 |
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0.02% Nasdaq 0.00%
0.04 (0.33%) 
Performance
