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| Morningstar Return Rating: | Below average | | Year to Date Return: | 63.94% | | 5-Year Average Return: | 12.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.48% | |
Worst 1-Yr Total Return (2008): | -57.24% | |
Best 3-Yr Total Return (2005-7): | 35.60% | |
Worst 3-Yr Total Return (2006-8): | -6.89% |
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| 1-Year: | 4.91% | | 3-Year: | 3.18% | | 5-Year: | 14.24% | | 10-Year: | 9.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSRBX | Category | Diff | Index* | Diff | | Year To Date | 63.94 | 67.76 | -3.82 | 29.91 | 34.03 | | 1-Month | 6.14 | 5.36 | 0.78 | 2.00 | 4.14 | | 3-Month | 13.65 | 13.28 | 0.37 | 4.58 | 9.07 | | 1-Year | 75.42 | 80.33 | -4.91 | 37.72 | 37.7 | | 3-Year | 1.29 | 2.54 | -1.25 | -5.52 | 6.81 | | 5-Year | 12.93 | 13.59 | -0.66 | 4.13 | 8.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 84.43 | 85.38 | -0.95 | 59.35 | 25.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.09 | -8.10 | -7.99 | -14.95 | -1.14 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.24 | -54.44 | -2.80 | | 2007 | | | 39.48 | 36.68 | 2.80 | | 2006 | | | 35.36 | 32.06 | 3.30 | | 2005 | | | 32.06 | 31.54 | 0.52 | | 2004 | | | 23.24 | 23.54 | -0.30 | | 2003 | | | 53.82 | 55.19 | -1.37 | | 2002 | | | -7.46 | -6.05 | -1.41 | | 2001 | | | -6.05 | -3.83 | -2.22 | | 2000 | | | -38.79 | -30.33 | -8.46 | | 1999 | | | 100.15 | 70.56 | 29.59 |
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| PAST QUARTERLY RETURNS (%) FOR
MSRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.88 | 35.58 | 20.18 | N/A | | 2008 | -14.24 | -1.96 | -26.75 | -30.58 | | 2007 | 2.22 | 13.97 | 14.20 | 4.84 | | 2006 | 13.89 | -5.56 | 5.48 | 19.32 | | 2005 | 1.17 | 3.48 | 18.08 | 6.82 | | 2004 | 10.85 | -12.15 | 7.80 | 17.40 | | 2003 | -8.07 | 23.30 | 14.48 | 18.54 | | 2002 | 13.13 | -8.19 | -17.47 | 7.96 | | 2001 | -9.07 | 4.79 | -22.97 | 28.01 | | 2000 | 8.14 | -12.18 | -18.47 | -20.94 | | 1999 | N/A | N/A | N/A | 50.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 233 | 365 | 63.84 | | 1-Month | 232 | 381 | 60.89 | | 3-Month | 169 | 376 | 44.95 | | 6-Month | 138 | 373 | 37.00 | | 1-Year | 196 | 354 | 55.37 | | 3-Year | 170 | 260 | 65.38 | | 5-Year | 113 | 194 | 58.25 |
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0.51% Nasdaq 
Performance
