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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.81% | | 5-Year Average Return: | 2.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.17% | |
Worst 1-Yr Total Return (2008): | -41.84% | |
Best 3-Yr Total Return (2004-6): | 14.83% | |
Worst 3-Yr Total Return (2006-8): | -12.47% |
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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 | MSSGX | Category | Diff | Index* | Diff | | Year To Date | 41.81 | 25.65 | 16.16 | 24.07 | 17.74 | | 1-Month | 6.60 | 3.38 | 3.22 | 6.00 | 0.6 | | 3-Month | 8.20 | 3.71 | 4.49 | 7.91 | 0.29 | | 1-Year | 47.01 | 31.83 | 15.18 | 25.39 | 21.62 | | 3-Year | -5.18 | -7.28 | 2.1 | -5.79 | 0.61 | | 5-Year | 2.24 | -0.38 | 2.62 | 0.71 | 1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.11 | 53.06 | 17.05 | 45.76 | 24.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.58 | -19.68 | 10.1 | -18.25 | 8.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.84 | -41.55 | -0.29 | | 2007 | | | 3.04 | 7.59 | -4.55 | | 2006 | | | 11.90 | 10.81 | 1.09 | | 2005 | | | 13.55 | 6.02 | 7.53 | | 2004 | | | 19.17 | 12.41 | 6.76 | | 2003 | | | 44.13 | 45.54 | -1.41 | | 2002 | | | -22.28 | -27.88 | 5.60 | | 2001 | | | -12.18 | -8.91 | -3.27 | | 2000 | | | -6.64 | -3.85 | -2.79 | | 1999 | | | 96.69 | 64.77 | 31.92 |
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| PAST QUARTERLY RETURNS (%) FOR
MSSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.06 | 25.00 | 18.80 | N/A | | 2008 | -11.81 | -1.56 | -12.91 | -23.08 | | 2007 | 1.95 | 3.91 | 2.41 | -5.02 | | 2006 | 12.58 | -8.55 | -2.29 | 11.24 | | 2005 | -1.76 | 7.17 | 3.19 | 4.52 | | 2004 | 4.63 | 3.54 | -3.07 | 13.50 | | 2003 | -3.60 | 22.41 | 9.15 | 11.90 | | 2002 | -0.73 | -10.23 | -17.79 | 6.08 | | 2001 | -20.56 | 17.75 | -26.35 | 27.48 | | 2000 | 33.48 | -11.14 | 0.99 | -22.06 | | 1999 | N/A | N/A | N/A | 48.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 70 | 786 | 8.91 | | 1-Month | 587 | 816 | 71.94 | | 3-Month | 73 | 815 | 8.96 | | 6-Month | 72 | 802 | 8.98 | | 1-Year | 76 | 781 | 9.73 | | 3-Year | 182 | 667 | 27.29 | | 5-Year | 91 | 563 | 16.16 |
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0.02% Nasdaq 0.00%
Performance
