|
| Morningstar Return Rating: | High | | Year to Date Return: | 13.07% | | 5-Year Average Return: | 5.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.94% | |
Worst 1-Yr Total Return (2008): | -0.25% | |
Best 3-Yr Total Return (2005-7): | 4.21% | |
Worst 3-Yr Total Return (2004-6): | 3.16% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSTDX | Category | Diff | Index* | Diff | | Year To Date | 13.07 | 9.71 | 3.36 | 7.61 | 5.46 | | 1-Month | 0.85 | 0.67 | 0.18 | 1.29 | -0.44 | | 3-Month | 2.88 | 2.20 | 0.68 | 2.86 | 0.02 | | 1-Year | 15.31 | 11.11 | 4.2 | 11.63 | 3.68 | | 3-Year | 6.24 | 3.58 | 2.66 | 6.40 | -0.16 | | 5-Year | 5.13 | 3.39 | 1.74 | 5.49 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.46 | 7.66 | 2.8 | 7.06 | 3.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.90 | 4.29 | 3.61 | 7.94 | -0.04 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSTDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.25 | -4.23 | 3.98 | | 2007 | | | 5.94 | 4.29 | 1.65 | | 2006 | | | 4.77 | 4.05 | 0.72 | | 2005 | | | 1.96 | 1.45 | 0.51 | | 2004 | | | 2.76 | 1.63 | 1.13 | | 2003 | | | 3.68 | 2.54 | 1.14 | | 2002 | | | 7.75 | 5.47 | 2.28 | | 2001 | | | 6.42 | 7.27 | -0.85 | | 2000 | | | 6.48 | 7.59 | -1.11 | | 1999 | | | 3.10 | 2.21 | 0.89 |
|
| PAST QUARTERLY RETURNS (%) FOR
MSTDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.58 | 5.19 | 4.14 | N/A | | 2008 | 0.80 | 0.40 | -0.89 | -0.55 | | 2007 | 1.50 | 0.59 | 1.96 | 1.77 | | 2006 | 0.60 | 0.80 | 1.88 | 1.42 | | 2005 | -0.49 | 1.87 | 0.10 | 0.48 | | 2004 | 1.83 | -1.80 | 2.12 | 0.62 | | 2003 | 1.44 | 2.18 | -0.10 | 0.14 | | 2002 | -0.20 | 2.78 | 3.68 | 1.32 | | 2001 | 2.50 | 0.88 | 2.82 | 0.11 | | 2000 | 1.40 | 1.58 | 2.14 | 1.20 | | 1999 | N/A | N/A | N/A | 0.57 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 418 | 29.90 | | 1-Month | 316 | 434 | 72.81 | | 3-Month | 147 | 433 | 33.95 | | 6-Month | 84 | 424 | 19.81 | | 1-Year | 100 | 418 | 23.92 | | 3-Year | 31 | 377 | 8.22 | | 5-Year | 15 | 313 | 4.79 |
|
|
|
|
|
0.51% Nasdaq 
0.01 (0.10%) 
Performance
