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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.45% | | 5-Year Average Return: | 1.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 18.79% | |
Worst 1-Yr Total Return (2008): | -41.97% | |
Best 3-Yr Total Return (2004-6): | 14.52% | |
Worst 3-Yr Total Return (2006-8): | -12.69% |
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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 | MSSMX | Category | Diff | Index* | Diff | | Year To Date | 41.45 | 25.65 | 15.8 | 24.07 | 17.38 | | 1-Month | 6.60 | 3.38 | 3.22 | 6.00 | 0.6 | | 3-Month | 8.19 | 3.71 | 4.48 | 7.91 | 0.28 | | 1-Year | 46.54 | 31.83 | 14.71 | 25.39 | 21.15 | | 3-Year | -5.39 | -7.28 | 1.89 | -5.79 | 0.4 | | 5-Year | 1.99 | -0.38 | 2.37 | 0.71 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.60 | 53.06 | 16.54 | 45.76 | 23.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.79 | -19.68 | 9.89 | -18.25 | 8.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.97 | -41.55 | -0.42 | | 2007 | | | 2.81 | 7.59 | -4.78 | | 2006 | | | 11.55 | 10.81 | 0.74 | | 2005 | | | 13.35 | 6.02 | 7.33 | | 2004 | | | 18.79 | 12.41 | 6.38 | | 2003 | | | 43.80 | 45.54 | -1.74 | | 2002 | | | -22.44 | -27.88 | 5.44 | | 2001 | | | -12.35 | -8.91 | -3.44 | | 2000 | | | -6.88 | -3.85 | -3.03 | | 1999 | | | 96.12 | 64.77 | 31.35 |
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| PAST QUARTERLY RETURNS (%) FOR
MSSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.17 | 24.96 | 18.58 | N/A | | 2008 | -11.86 | -1.65 | -12.94 | -23.10 | | 2007 | 1.90 | 3.81 | 2.32 | -5.01 | | 2006 | 12.43 | -8.60 | -2.40 | 11.23 | | 2005 | -1.83 | 7.12 | 3.08 | 4.57 | | 2004 | 4.50 | 3.48 | -3.10 | 13.36 | | 2003 | -3.72 | 22.32 | 9.24 | 11.78 | | 2002 | -0.75 | -10.23 | -17.87 | 5.99 | | 2001 | -20.60 | 17.57 | -26.27 | 27.35 | | 2000 | 33.41 | -11.23 | 0.94 | -22.11 | | 1999 | N/A | N/A | N/A | 48.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 786 | 9.92 | | 1-Month | 563 | 816 | 69.00 | | 3-Month | 73 | 815 | 8.96 | | 6-Month | 72 | 802 | 8.98 | | 1-Year | 85 | 781 | 10.88 | | 3-Year | 200 | 667 | 29.99 | | 5-Year | 107 | 563 | 19.01 |
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0.51% Nasdaq 
Performance
