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| Morningstar Return Rating: | Below average | | Year to Date Return: | 55.34% | | 5-Year Average Return: | 14.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.52% | |
Worst 1-Yr Total Return (2008): | -56.87% | |
Best 3-Yr Total Return (2005-7): | 36.63% | |
Worst 3-Yr Total Return (2006-8): | -6.15% |
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| 1-Year: | 3.33% | | 3-Year: | 2.43% | | 5-Year: | 13.92% | | 10-Year: | 9.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSRAX | Category | Diff | Index* | Diff | | Year To Date | 55.34 | 59.14 | -3.8 | 27.36 | 27.98 | | 1-Month | -1.30 | -1.32 | 0.02 | -1.25 | -0.05 | | 3-Month | 5.81 | 7.70 | -1.89 | 8.10 | -2.29 | | 1-Year | 52.02 | 56.66 | -4.64 | 27.71 | 24.31 | | 3-Year | 2.06 | 2.92 | -0.86 | -5.22 | 7.28 | | 5-Year | 14.26 | 14.22 | 0.04 | 5.10 | 9.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 85.17 | 84.39 | 0.78 | 59.35 | 25.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.37 | -6.80 | -8.57 | -14.95 | -0.42 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.87 | -54.44 | -2.43 | | 2007 | | | 40.52 | 36.68 | 3.84 | | 2006 | | | 36.41 | 32.06 | 4.35 | | 2005 | | | 33.06 | 31.54 | 1.52 | | 2004 | | | 24.18 | 23.54 | 0.64 | | 2003 | | | 55.13 | 55.19 | -0.06 | | 2002 | | | -6.75 | -6.05 | -0.70 | | 2001 | | | -5.78 | -3.83 | -1.95 | | 2000 | | | -38.21 | -30.33 | -7.88 | | 1999 | | | 101.44 | 70.56 | 30.88 |
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| PAST QUARTERLY RETURNS (%) FOR
MSRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.84 | 35.96 | 20.39 | N/A | | 2008 | -14.11 | -1.73 | -26.65 | -30.34 | | 2007 | 2.37 | 14.19 | 14.42 | 5.05 | | 2006 | 14.07 | -5.35 | 5.70 | 19.53 | | 2005 | 1.37 | 3.65 | 18.38 | 6.98 | | 2004 | 11.11 | -11.98 | 7.98 | 17.60 | | 2003 | -7.89 | 23.57 | 14.80 | 18.73 | | 2002 | 13.50 | -8.00 | -17.39 | 8.11 | | 2001 | -9.02 | 4.96 | -23.00 | 28.14 | | 2000 | 8.43 | -11.99 | -18.26 | -20.79 | | 1999 | N/A | N/A | N/A | 50.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 226 | 365 | 61.92 | | 1-Month | 118 | 381 | 30.97 | | 3-Month | 231 | 374 | 61.76 | | 6-Month | 181 | 371 | 48.79 | | 1-Year | 180 | 346 | 52.02 | | 3-Year | 141 | 260 | 54.23 | | 5-Year | 87 | 193 | 45.08 |
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0.18% Nasdaq 
0.42%
Performance
