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| Morningstar Return Rating: | Above average | | Year to Date Return: | 23.30% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.74% | |
Worst 1-Yr Total Return (2008): | -32.01% | |
Best 3-Yr Total Return (2004-6): | 13.76% | |
Worst 3-Yr Total Return (2006-8): | -6.53% |
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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 | MSIVX | Category | Diff | Index* | Diff | | Year To Date | 23.30 | 21.73 | 1.57 | 24.07 | -0.77 | | 1-Month | 5.41 | 5.16 | 0.25 | 6.00 | -0.59 | | 3-Month | 8.45 | 6.45 | 2 | 7.91 | 0.54 | | 1-Year | 26.45 | 24.67 | 1.78 | 25.39 | 1.06 | | 3-Year | -3.92 | -7.33 | 3.41 | -5.79 | 1.87 | | 5-Year | 2.93 | 0.27 | 2.66 | 0.71 | 2.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.76 | 47.53 | 2.23 | 45.76 | 4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.02 | -16.99 | 3.97 | -18.25 | 5.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSIVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.01 | -37.09 | 5.08 | | 2007 | | | 2.90 | 1.42 | 1.48 | | 2006 | | | 16.74 | 18.15 | -1.41 | | 2005 | | | 10.07 | 5.95 | 4.12 | | 2004 | | | 14.57 | 12.97 | 1.60 | | 2003 | | | 31.05 | 28.44 | 2.61 | | 2002 | | | -24.22 | -18.69 | -5.53 | | 2001 | | | -1.55 | -4.99 | 3.44 | | 2000 | | | 18.08 | 7.87 | 10.21 | | 1999 | | | 11.63 | 6.72 | 4.91 |
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| PAST QUARTERLY RETURNS (%) FOR
MSIVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.12 | 14.19 | 21.34 | N/A | | 2008 | -9.70 | -3.11 | -3.12 | -19.79 | | 2007 | 0.00 | 7.57 | -1.28 | -3.10 | | 2006 | 2.88 | 0.13 | 6.00 | 6.91 | | 2005 | -0.19 | 2.48 | 5.88 | 1.62 | | 2004 | 2.04 | 1.48 | 0.37 | 10.23 | | 2003 | -7.91 | 21.46 | 2.92 | 13.84 | | 2002 | -0.21 | -11.52 | -20.97 | 8.59 | | 2001 | -1.36 | 3.58 | -9.57 | 6.56 | | 2000 | 5.40 | -2.39 | 10.63 | 3.75 | | 1999 | N/A | N/A | N/A | 3.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 555 | 1293 | 42.92 | | 1-Month | 1217 | 1338 | 90.96 | | 3-Month | 837 | 1329 | 62.98 | | 6-Month | 92 | 1320 | 6.97 | | 1-Year | 450 | 1280 | 35.16 | | 3-Year | 143 | 1088 | 13.14 | | 5-Year | 82 | 917 | 8.94 |
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0.51% Nasdaq 
Performance
