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| Morningstar Return Rating: | Below average | | Year to Date Return: | 54.35% | | 5-Year Average Return: | 13.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.52% | |
Worst 1-Yr Total Return (2008): | -57.25% | |
Best 3-Yr Total Return (2005-7): | 35.63% | |
Worst 3-Yr Total Return (2006-8): | -6.89% |
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| 1-Year: | 7.88% | | 3-Year: | 3.65% | | 5-Year: | 14.39% | | 10-Year: | 9.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSRCX | Category | Diff | Index* | Diff | | Year To Date | 54.35 | 59.14 | -4.79 | 27.36 | 26.99 | | 1-Month | -1.37 | -1.32 | -0.05 | -1.25 | -0.12 | | 3-Month | 5.56 | 7.70 | -2.14 | 8.10 | -2.54 | | 1-Year | 50.88 | 56.66 | -5.78 | 27.71 | 23.17 | | 3-Year | 1.25 | 2.92 | -1.67 | -5.22 | 6.47 | | 5-Year | 13.36 | 14.22 | -0.86 | 5.10 | 8.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 84.37 | 84.39 | -0.02 | 59.35 | 25.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.08 | -6.80 | -9.28 | -14.95 | -1.13 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.25 | -54.44 | -2.81 | | 2007 | | | 39.52 | 36.68 | 2.84 | | 2006 | | | 35.36 | 32.06 | 3.30 | | 2005 | | | 32.11 | 31.54 | 0.57 | | 2004 | | | 23.26 | 23.54 | -0.28 | | 2003 | | | 53.81 | 55.19 | -1.38 | | 2002 | | | -7.56 | -6.05 | -1.51 | | 2001 | | | -6.02 | -3.83 | -2.19 | | 2000 | | | -38.65 | -30.33 | -8.32 | | 1999 | | | 100.15 | 70.56 | 29.59 |
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| PAST QUARTERLY RETURNS (%) FOR
MSRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.99 | 35.66 | 20.15 | N/A | | 2008 | -14.25 | -1.95 | -26.77 | -30.57 | | 2007 | 2.21 | 14.01 | 14.15 | 4.89 | | 2006 | 13.84 | -5.54 | 5.51 | 19.30 | | 2005 | 1.17 | 3.54 | 18.09 | 6.80 | | 2004 | 10.91 | -12.11 | 7.77 | 17.34 | | 2003 | -8.04 | 23.38 | 14.43 | 18.48 | | 2002 | 13.08 | -8.16 | -17.53 | 7.93 | | 2001 | -9.16 | 4.77 | -22.91 | 28.08 | | 2000 | 8.20 | -12.16 | -18.43 | -20.88 | | 1999 | N/A | N/A | N/A | 50.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 240 | 365 | 65.75 | | 1-Month | 129 | 381 | 33.86 | | 3-Month | 258 | 374 | 68.98 | | 6-Month | 200 | 371 | 53.91 | | 1-Year | 214 | 346 | 61.85 | | 3-Year | 168 | 260 | 64.62 | | 5-Year | 113 | 193 | 58.55 |
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Performance
