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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.07% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.53% | |
Worst 1-Yr Total Return (2008): | -38.93% | |
Best 3-Yr Total Return (2005-7): | 7.78% | |
Worst 3-Yr Total Return (2006-8): | -10.13% |
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| 1-Year: | -11.00% | | 3-Year: | -8.20% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSSAX | Category | Diff | Index* | Diff | | Year To Date | 19.07 | 18.65 | 0.42 | 17.05 | 2.02 | | 1-Month | -2.05 | -2.18 | 0.13 | -1.86 | -0.19 | | 3-Month | 4.21 | 5.08 | -0.87 | 5.48 | -1.27 | | 1-Year | 12.86 | 11.86 | 1 | 9.80 | 3.06 | | 3-Year | -8.04 | -6.78 | -1.26 | -7.02 | -1.02 | | 5-Year | N/A | 0.49 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.48 | 45.26 | 2.22 | 45.76 | 1.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.76 | -15.99 | -1.77 | -18.25 | 0.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.93 | -37.79 | -1.14 | | 2007 | | | 3.76 | 6.16 | -2.40 | | 2006 | | | 14.53 | 14.17 | 0.36 | | 2005 | | | 5.35 | 5.88 | -0.53 | | 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
MSSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.78 | 18.57 | 13.64 | N/A | | 2008 | -11.49 | 1.81 | -12.75 | -22.32 | | 2007 | 0.35 | 6.36 | 2.74 | -5.38 | | 2006 | 4.99 | -2.10 | 4.58 | 6.55 | | 2005 | -2.10 | 1.33 | 4.03 | 2.08 | | 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 | 785 | 2013 | 39.00 | | 1-Month | 400 | 2110 | 18.96 | | 3-Month | 1463 | 2090 | 70.00 | | 6-Month | 1639 | 2049 | 79.99 | | 1-Year | 422 | 1999 | 21.11 | | 3-Year | 953 | 1694 | 56.26 | | 5-Year | | 1352 | N/A |
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0.18% Nasdaq 0.00%
Performance
