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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.87% | | 5-Year Average Return: | 4.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.78% | |
Worst 1-Yr Total Return (2008): | -0.33% | |
Best 3-Yr Total Return (2005-7): | 4.10% | |
Worst 3-Yr Total Return (2004-6): | 3.03% |
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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 | MSTLX | Category | Diff | Index* | Diff | | Year To Date | 12.87 | 9.71 | 3.16 | 7.61 | 5.26 | | 1-Month | 0.86 | 0.67 | 0.19 | 1.29 | -0.43 | | 3-Month | 2.81 | 2.20 | 0.61 | 2.86 | -0.05 | | 1-Year | 15.17 | 11.11 | 4.06 | 11.63 | 3.54 | | 3-Year | 6.10 | 3.58 | 2.52 | 6.40 | -0.3 | | 5-Year | 4.99 | 3.39 | 1.6 | 5.49 | -0.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.47 | 7.66 | 2.81 | 7.06 | 3.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.80 | 4.29 | 3.51 | 7.94 | -0.14 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSTLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.33 | -4.23 | 3.90 | | 2007 | | | 5.78 | 4.29 | 1.49 | | 2006 | | | 4.73 | 4.05 | 0.68 | | 2005 | | | 1.83 | 1.45 | 0.38 | | 2004 | | | 2.54 | 1.63 | 0.91 | | 2003 | | | 3.55 | 2.54 | 1.01 | | 2002 | | | 7.47 | 5.47 | 2.00 | | 2001 | | | 6.16 | 7.27 | -1.11 | | 2000 | | | 6.37 | 7.59 | -1.22 | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSTLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.49 | 5.14 | 4.19 | N/A | | 2008 | 0.71 | 0.40 | -0.90 | -0.53 | | 2007 | 1.41 | 0.60 | 1.88 | 1.78 | | 2006 | 0.61 | 0.80 | 1.79 | 1.44 | | 2005 | -0.40 | 1.69 | 0.10 | 0.44 | | 2004 | 1.75 | -1.82 | 2.05 | 0.59 | | 2003 | 1.45 | 2.10 | -0.21 | 0.17 | | 2002 | -0.30 | 2.81 | 3.61 | 1.20 | | 2001 | 2.31 | 0.88 | 2.74 | 0.11 | | 2000 | 1.41 | 1.59 | 1.96 | 1.27 | | 1999 | N/A | N/A | N/A | 0.51 |
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| 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 | 168 | 433 | 38.80 | | 6-Month | 84 | 424 | 19.81 | | 1-Year | 101 | 418 | 24.16 | | 3-Year | 36 | 377 | 9.55 | | 5-Year | 19 | 313 | 6.07 |
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0.11% Nasdaq 
0.01%
Performance
