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| Morningstar Return Rating: | Low | | Year to Date Return: | 15.74% | | 5-Year Average Return: | -4.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.02% | |
Worst 1-Yr Total Return (2008): | -40.81% | |
Best 3-Yr Total Return (2004-6): | 6.09% | |
Worst 3-Yr Total Return (2006-8): | -15.31% |
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| 1-Year: | -17.19% | | 3-Year: | -11.98% | | 5-Year: | -4.47% | | 10-Year: | -2.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSMAX | Category | Diff | Index* | Diff | | Year To Date | 15.74 | 21.65 | -5.91 | 17.05 | -1.31 | | 1-Month | -3.25 | -5.90 | 2.65 | -1.86 | -1.39 | | 3-Month | 3.76 | 2.07 | 1.69 | 5.48 | -1.72 | | 1-Year | 6.06 | 13.17 | -7.11 | 9.80 | -3.74 | | 3-Year | -12.47 | -7.45 | -5.02 | -7.02 | -5.45 | | 5-Year | -4.14 | 0.22 | -4.36 | 0.33 | -4.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.19 | 52.20 | -13.01 | 45.76 | -6.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.62 | -18.89 | -6.73 | -18.25 | -7.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.81 | -41.55 | 0.74 | | 2007 | | | -3.48 | 7.59 | -11.07 | | 2006 | | | 6.31 | 10.81 | -4.50 | | 2005 | | | 3.02 | 6.02 | -3.00 | | 2004 | | | 9.02 | 12.41 | -3.39 | | 2003 | | | 41.40 | 45.54 | -4.14 | | 2002 | | | -28.92 | -27.88 | -1.04 | | 2001 | | | -18.76 | -8.91 | -9.85 | | 2000 | | | -20.24 | -3.85 | -16.39 | | 1999 | | | 107.61 | 64.77 | 42.84 |
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| PAST QUARTERLY RETURNS (%) FOR
MSMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.87 | 14.69 | 13.21 | N/A | | 2008 | -14.04 | 5.64 | -11.01 | -26.75 | | 2007 | 1.98 | 3.88 | -2.04 | -6.99 | | 2006 | 11.60 | -4.97 | -5.05 | 5.57 | | 2005 | -4.53 | 4.54 | 2.57 | 0.64 | | 2004 | 2.15 | -0.35 | -4.78 | 12.48 | | 2003 | -4.96 | 21.73 | 5.86 | 15.45 | | 2002 | -1.01 | -12.35 | -20.90 | 3.56 | | 2001 | -24.84 | 21.07 | -26.65 | 21.72 | | 2000 | 16.36 | -16.31 | 5.46 | -22.34 | | 1999 | N/A | N/A | N/A | 53.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 632 | 790 | 80.00 | | 1-Month | 90 | 820 | 10.98 | | 3-Month | 262 | 819 | 31.99 | | 6-Month | 632 | 800 | 79.00 | | 1-Year | 554 | 783 | 70.75 | | 3-Year | 531 | 669 | 79.37 | | 5-Year | 460 | 554 | 83.03 |
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0.22% Nasdaq 
0.04 (0.35%) 
Performance
