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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.34% | | 5-Year Average Return: | 3.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.82% | |
Worst 1-Yr Total Return (2008): | -34.90% | |
Best 3-Yr Total Return (2004-6): | 12.38% | |
Worst 3-Yr Total Return (2006-8): | -6.77% |
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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 | MSSCX | Category | Diff | Index* | Diff | | Year To Date | 21.34 | 21.65 | -0.31 | 17.05 | 4.29 | | 1-Month | -4.42 | -5.90 | 1.48 | -1.86 | -2.56 | | 3-Month | 2.76 | 2.07 | 0.69 | 5.48 | -2.72 | | 1-Year | 14.80 | 13.17 | 1.63 | 9.80 | 5 | | 3-Year | -4.63 | -7.45 | 2.82 | -7.02 | 2.39 | | 5-Year | 3.87 | 0.22 | 3.65 | 0.33 | 3.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.68 | 52.20 | -2.52 | 45.76 | 3.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.02 | -18.89 | 2.87 | -18.25 | 2.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.90 | -41.55 | 6.65 | | 2007 | | | 7.46 | 7.59 | -0.13 | | 2006 | | | 15.82 | 10.81 | 5.01 | | 2005 | | | 10.80 | 6.02 | 4.78 | | 2004 | | | 10.59 | 12.41 | -1.82 | | 2003 | | | 44.30 | 45.54 | -1.24 | | 2002 | | | -39.88 | -27.88 | -12.00 | | 2001 | | | -13.24 | -8.91 | -4.33 | | 2000 | | | -26.86 | -3.85 | -23.01 | | 1999 | | | 125.23 | 64.77 | 60.46 |
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| PAST QUARTERLY RETURNS (%) FOR
MSSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.32 | 20.71 | 14.71 | N/A | | 2008 | -13.07 | 2.98 | -4.01 | -24.25 | | 2007 | 1.27 | 7.37 | 0.87 | -2.02 | | 2006 | 13.55 | -4.32 | -0.13 | 6.75 | | 2005 | -3.65 | 6.57 | 4.82 | 2.94 | | 2004 | 3.50 | -0.17 | -6.78 | 14.82 | | 2003 | -3.89 | 24.80 | 6.48 | 12.98 | | 2002 | -9.19 | -22.47 | -20.02 | 6.78 | | 2001 | -19.53 | 23.34 | -33.76 | 31.96 | | 2000 | 5.76 | -12.61 | -1.12 | -19.97 | | 1999 | N/A | N/A | N/A | 62.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 379 | 790 | 47.97 | | 1-Month | 147 | 820 | 17.93 | | 3-Month | 204 | 819 | 24.91 | | 6-Month | 320 | 800 | 40.00 | | 1-Year | 261 | 783 | 33.33 | | 3-Year | 103 | 669 | 15.40 | | 5-Year | 51 | 554 | 9.21 |
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1.00% Nasdaq 0.00%
Performance
