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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.83% | | 5-Year Average Return: | -1.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.01% | |
Worst 1-Yr Total Return (2008): | -44.81% | |
Best 3-Yr Total Return (2004-6): | 11.80% | |
Worst 3-Yr Total Return (2006-8): | -14.95% |
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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 | MSSFX | Category | Diff | Index* | Diff | | Year To Date | 41.83 | 25.65 | 16.18 | 24.07 | 17.76 | | 1-Month | 2.48 | 3.38 | -0.9 | 6.00 | -3.52 | | 3-Month | 4.32 | 3.71 | 0.61 | 7.91 | -3.59 | | 1-Year | 51.38 | 31.83 | 19.55 | 25.39 | 25.99 | | 3-Year | -7.47 | -7.28 | -0.19 | -5.79 | -1.68 | | 5-Year | -1.42 | -0.38 | -1.04 | 0.71 | -2.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.50 | 53.06 | 18.44 | 45.76 | 25.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.97 | -19.68 | 3.71 | -18.25 | 2.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.81 | -41.55 | -3.26 | | 2007 | | | 1.64 | 7.59 | -5.95 | | 2006 | | | 9.68 | 10.81 | -1.13 | | 2005 | | | 5.29 | 6.02 | -0.73 | | 2004 | | | 21.01 | 12.41 | 8.60 | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 31.77 | 23.01 | N/A | | 2008 | -12.35 | 4.27 | -15.97 | -28.14 | | 2007 | 4.17 | 8.59 | -5.47 | -4.95 | | 2006 | 10.92 | -6.27 | -1.23 | 6.80 | | 2005 | -2.67 | 3.64 | 6.30 | -1.80 | | 2004 | 8.23 | 4.55 | -0.07 | 7.03 | | 2003 | N/A | N/A | 8.00 | 10.34 | | 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 | 55 | 786 | 7.00 | | 1-Month | 587 | 816 | 71.94 | | 3-Month | 293 | 815 | 35.95 | | 6-Month | 24 | 802 | 2.99 | | 1-Year | 40 | 781 | 5.12 | | 3-Year | 306 | 667 | 45.88 | | 5-Year | 294 | 563 | 52.22 |
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0.28% Nasdaq 
Performance
