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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.23% | | 5-Year Average Return: | 1.74% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 38.85% | |
Worst 1-Yr Total Return (2008): | -38.07% | |
Best 3-Yr Total Return (2004-6): | 30.90% | |
Worst 3-Yr Total Return (2006-8): | -10.50% |
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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 | MSUSX | Category | Diff | Index* | Diff | | Year To Date | 22.23 | 22.99 | -0.76 | 24.07 | -1.84 | | 1-Month | 7.11 | 6.66 | 0.45 | 6.00 | 1.11 | | 3-Month | 9.04 | 8.82 | 0.22 | 7.91 | 1.13 | | 1-Year | 36.47 | 42.04 | -5.57 | 25.39 | 11.08 | | 3-Year | -14.40 | -15.72 | 1.32 | -5.79 | -8.61 | | 5-Year | 1.74 | -1.07 | 2.81 | 0.71 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.83 | 78.85 | -0.02 | 45.76 | 33.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.21 | -30.70 | -1.51 | -18.25 | -13.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.07 | -39.55 | 1.48 | | 2007 | | | -16.63 | -14.66 | -1.97 | | 2006 | | | 38.85 | 33.58 | 5.27 | | 2005 | | | 17.66 | 11.51 | 6.15 | | 2004 | | | 37.28 | 32.02 | 5.26 | | 2003 | | | 37.61 | 36.80 | 0.81 | | 2002 | | | 0.18 | 4.54 | -4.36 | | 2001 | | | 9.27 | 10.00 | -0.73 | | 2000 | | | 29.65 | 27.02 | 2.63 | | 1999 | | | -1.48 | -2.76 | 1.28 |
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| PAST QUARTERLY RETURNS (%) FOR
MSUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -29.31 | 30.04 | 30.72 | N/A | | 2008 | 3.24 | -7.21 | 4.15 | -37.93 | | 2007 | 4.61 | -7.24 | 0.28 | -14.32 | | 2006 | 14.35 | 0.76 | 8.70 | 10.87 | | 2005 | -5.56 | 14.76 | 3.90 | 4.49 | | 2004 | 11.55 | -4.11 | 9.16 | 17.56 | | 2003 | 0.96 | 13.07 | 11.11 | 8.49 | | 2002 | 7.79 | 2.78 | -10.05 | 0.53 | | 2001 | -1.59 | 9.10 | -3.32 | 5.27 | | 2000 | 2.11 | 12.29 | 9.34 | 3.41 | | 1999 | N/A | N/A | N/A | -0.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 101 | 267 | 37.83 | | 1-Month | 84 | 282 | 29.79 | | 3-Month | 143 | 276 | 51.81 | | 6-Month | 226 | 270 | 83.70 | | 1-Year | 129 | 265 | 48.68 | | 3-Year | 69 | 228 | 30.26 | | 5-Year | 19 | 201 | 9.45 |
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