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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.55% | | 5-Year Average Return: | -0.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.49% | |
Worst 1-Yr Total Return (2008): | -37.45% | |
Best 3-Yr Total Return (2004-6): | 10.35% | |
Worst 3-Yr Total Return (2006-8): | -9.08% |
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| 1-Year: | -15.54% | | 3-Year: | -9.27% | | 5-Year: | -1.22% | | 10-Year: | -1.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSOAX | Category | Diff | Index* | Diff | | Year To Date | 17.55 | 25.10 | -7.55 | 24.07 | -6.52 | | 1-Month | 5.67 | 5.28 | 0.39 | 6.00 | -0.33 | | 3-Month | 6.99 | 7.01 | -0.02 | 7.91 | -0.92 | | 1-Year | 19.66 | 28.01 | -8.35 | 25.39 | -5.73 | | 3-Year | -8.14 | -5.87 | -2.27 | -5.79 | -2.35 | | 5-Year | -0.65 | 0.64 | -1.29 | 0.71 | -1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.11 | 46.08 | -6.97 | 45.76 | -6.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.55 | -17.41 | -5.14 | -18.25 | -4.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.45 | -37.79 | 0.34 | | 2007 | | | 4.05 | 6.16 | -2.11 | | 2006 | | | 15.49 | 14.17 | 1.32 | | 2005 | | | 6.25 | 5.88 | 0.37 | | 2004 | | | 9.50 | 10.02 | -0.52 | | 2003 | | | 24.83 | 27.05 | -2.22 | | 2002 | | | -25.58 | -22.25 | -3.33 | | 2001 | | | -17.77 | -13.50 | -4.27 | | 2000 | | | -2.70 | -6.31 | 3.61 | | 1999 | | | 29.67 | 20.16 | 9.51 |
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| PAST QUARTERLY RETURNS (%) FOR
MSOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.78 | 11.18 | 15.14 | N/A | | 2008 | -10.56 | -0.40 | -10.26 | -21.76 | | 2007 | 0.88 | 6.17 | -0.13 | -2.73 | | 2006 | 4.74 | -2.04 | 5.89 | 6.31 | | 2005 | -1.62 | 1.90 | 4.45 | 1.48 | | 2004 | 0.89 | 1.32 | -1.82 | 9.12 | | 2003 | -3.10 | 12.24 | 2.24 | 12.26 | | 2002 | -2.39 | -11.50 | -15.09 | 1.46 | | 2001 | -15.20 | 4.72 | -15.58 | 9.68 | | 2000 | 5.86 | -2.46 | -0.44 | -5.35 | | 1999 | N/A | N/A | N/A | 22.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1818 | 2021 | 89.96 | | 1-Month | 1225 | 2113 | 57.97 | | 3-Month | 1024 | 2091 | 48.97 | | 6-Month | 1114 | 2064 | 53.97 | | 1-Year | 1545 | 2011 | 76.83 | | 3-Year | 1273 | 1707 | 74.58 | | 5-Year | 932 | 1360 | 68.53 |
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0.51% Nasdaq 
Performance
