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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.92% | | 5-Year Average Return: | -4.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.15% | |
Worst 1-Yr Total Return (2008): | -41.35% | |
Best 3-Yr Total Return (2004-6): | 5.30% | |
Worst 3-Yr Total Return (2006-8): | -15.97% |
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| 1-Year: | -17.42% | | 3-Year: | -11.92% | | 5-Year: | -4.52% | | 10-Year: | -2.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSOBX | Category | Diff | Index* | Diff | | Year To Date | 14.92 | 21.65 | -6.73 | 17.05 | -2.13 | | 1-Month | -3.35 | -5.90 | 2.55 | -1.86 | -1.49 | | 3-Month | 3.49 | 2.07 | 1.42 | 5.48 | -1.99 | | 1-Year | 5.21 | 13.17 | -7.96 | 9.80 | -4.59 | | 3-Year | -13.18 | -7.45 | -5.73 | -7.02 | -6.16 | | 5-Year | -4.90 | 0.22 | -5.12 | 0.33 | -5.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.65 | 52.20 | -13.55 | 45.76 | -7.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.24 | -18.89 | -7.35 | -18.25 | -7.99 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.35 | -41.55 | 0.20 | | 2007 | | | -4.16 | 7.59 | -11.75 | | 2006 | | | 5.54 | 10.81 | -5.27 | | 2005 | | | 2.28 | 6.02 | -3.74 | | 2004 | | | 8.15 | 12.41 | -4.26 | | 2003 | | | 40.25 | 45.54 | -5.29 | | 2002 | | | -29.39 | -27.88 | -1.51 | | 2001 | | | -19.34 | -8.91 | -10.43 | | 2000 | | | -20.91 | -3.85 | -17.06 | | 1999 | | | 106.02 | 64.77 | 41.25 |
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| PAST QUARTERLY RETURNS (%) FOR
MSOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.09 | 14.50 | 12.99 | N/A | | 2008 | -14.23 | 5.37 | -11.23 | -26.89 | | 2007 | 1.79 | 3.65 | -2.18 | -7.13 | | 2006 | 11.42 | -5.22 | -5.18 | 5.40 | | 2005 | -4.70 | 4.42 | 2.29 | 0.48 | | 2004 | 1.94 | -0.51 | -5.01 | 12.26 | | 2003 | -5.24 | 21.57 | 5.64 | 15.25 | | 2002 | -1.11 | -12.57 | -21.06 | 3.47 | | 2001 | -25.01 | 20.86 | -26.75 | 21.49 | | 2000 | 16.06 | -16.43 | 5.22 | -22.49 | | 1999 | N/A | N/A | N/A | 53.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 655 | 790 | 82.91 | | 1-Month | 90 | 820 | 10.98 | | 3-Month | 303 | 819 | 37.00 | | 6-Month | 664 | 800 | 83.00 | | 1-Year | 561 | 783 | 71.65 | | 3-Year | 542 | 669 | 81.02 | | 5-Year | 471 | 554 | 85.02 |
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1.00% Nasdaq 
Performance
