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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.52% | | 5-Year Average Return: | 4.42% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.64% | |
Worst 1-Yr Total Return (2004): | 0.66% | |
Best 3-Yr Total Return (2006-8): | 5.67% | |
Worst 3-Yr Total Return (2004-6): | 2.01% |
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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 | MSTIX | Category | Diff | Index* | Diff | | Year To Date | 3.52 | 9.71 | -6.19 | 7.61 | -4.09 | | 1-Month | 0.70 | 0.67 | 0.03 | 1.29 | -0.59 | | 3-Month | 1.07 | 2.20 | -1.13 | 2.86 | -1.79 | | 1-Year | 5.58 | 11.11 | -5.53 | 11.63 | -6.05 | | 3-Year | 5.57 | 3.58 | 1.99 | 6.40 | -0.83 | | 5-Year | 4.42 | 3.39 | 1.03 | 5.49 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.88 | 7.66 | -4.78 | 7.06 | -4.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.25 | 4.29 | 1.96 | 7.94 | -1.69 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.46 | -4.23 | 10.69 | | 2007 | | | 6.64 | 4.29 | 2.35 | | 2006 | | | 3.93 | 4.05 | -0.12 | | 2005 | | | 1.46 | 1.45 | 0.01 | | 2004 | | | 0.66 | 1.63 | -0.97 | | 2003 | | | 1.77 | 2.54 | -0.77 | | 2002 | | | 4.28 | 5.47 | -1.19 | | 2001 | | | 7.92 | 7.27 | 0.65 | | 2000 | | | 8.11 | 7.59 | 0.52 | | 1999 | | | 2.40 | 2.21 | 0.19 |
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| PAST QUARTERLY RETURNS (%) FOR
MSTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.71 | 0.87 | 1.13 | N/A | | 2008 | 2.52 | -0.85 | 0.66 | 4.04 | | 2007 | 1.37 | 0.54 | 2.59 | 2.00 | | 2006 | 0.40 | 0.61 | 1.76 | 1.10 | | 2005 | -0.28 | 1.12 | 0.10 | 0.51 | | 2004 | 1.04 | -1.32 | 0.97 | -0.01 | | 2003 | 0.67 | 0.75 | 0.29 | 0.06 | | 2002 | -0.41 | 1.74 | 2.05 | 0.85 | | 2001 | 2.68 | 1.09 | 3.29 | 0.67 | | 2000 | 1.13 | 1.56 | 2.42 | 2.77 | | 1999 | N/A | N/A | N/A | 0.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 388 | 418 | 92.82 | | 1-Month | 399 | 434 | 91.94 | | 3-Month | 415 | 433 | 95.84 | | 6-Month | 394 | 424 | 92.92 | | 1-Year | 320 | 418 | 76.56 | | 3-Year | 60 | 377 | 15.92 | | 5-Year | 54 | 313 | 17.25 |
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0.02% Nasdaq 
Performance
