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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.47% | | 5-Year Average Return: | -0.32% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.22% | |
Worst 1-Yr Total Return (2008): | -37.19% | |
Best 3-Yr Total Return (2005-7): | 9.17% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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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 | MSOIX | Category | Diff | Index* | Diff | | Year To Date | 11.47 | 18.65 | -7.18 | 17.05 | -5.58 | | 1-Month | -2.61 | -2.18 | -0.43 | -1.86 | -0.75 | | 3-Month | 4.40 | 5.08 | -0.68 | 5.48 | -1.08 | | 1-Year | 5.99 | 11.86 | -5.87 | 9.80 | -3.81 | | 3-Year | -8.91 | -6.78 | -2.13 | -7.02 | -1.89 | | 5-Year | -0.32 | 0.49 | -0.81 | 0.33 | -0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.39 | 45.26 | -5.87 | 45.76 | -6.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.32 | -15.99 | -6.33 | -18.25 | -4.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.19 | -37.79 | 0.60 | | 2007 | | | 4.75 | 6.16 | -1.41 | | 2006 | | | 16.22 | 14.17 | 2.05 | | 2005 | | | 6.86 | 5.88 | 0.98 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.67 | 11.30 | 15.11 | N/A | | 2008 | -10.35 | -0.40 | -10.08 | -21.78 | | 2007 | 1.08 | 6.30 | 0.06 | -2.58 | | 2006 | 4.90 | -1.90 | 6.10 | 6.44 | | 2005 | -1.46 | 1.98 | 4.68 | 1.59 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1751 | 2013 | 86.98 | | 1-Month | 1097 | 2110 | 51.99 | | 3-Month | 1233 | 2090 | 59.00 | | 6-Month | 1782 | 2049 | 86.97 | | 1-Year | 1377 | 1999 | 68.88 | | 3-Year | 1119 | 1694 | 66.06 | | 5-Year | | 1352 | N/A |
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0.56% Nasdaq 
Performance
