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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.28% | | 5-Year Average Return: | 2.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.35% | |
Worst 1-Yr Total Return (2008): | -41.44% | |
Best 3-Yr Total Return (2004-6): | 14.59% | |
Worst 3-Yr Total Return (2006-8): | -9.32% |
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| 1-Year: | -5.71% | | 3-Year: | -3.04% | | 5-Year: | 4.10% | | 10-Year: | 3.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSVCX | Category | Diff | Index* | Diff | | Year To Date | 32.28 | 29.38 | 2.9 | 24.07 | 8.21 | | 1-Month | 3.52 | 4.60 | -1.08 | 6.00 | -2.48 | | 3-Month | 6.59 | 5.74 | 0.85 | 7.91 | -1.32 | | 1-Year | 37.30 | 35.63 | 1.67 | 25.39 | 11.91 | | 3-Year | -5.52 | -6.63 | 1.11 | -5.79 | 0.27 | | 5-Year | 2.54 | 1.13 | 1.41 | 0.71 | 1.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.78 | 57.66 | 3.12 | 45.76 | 15.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.99 | -16.45 | -2.54 | -18.25 | -0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.44 | -36.77 | -4.67 | | 2007 | | | 6.71 | 0.83 | 5.88 | | 2006 | | | 19.35 | 15.87 | 3.48 | | 2005 | | | 11.10 | 8.82 | 2.28 | | 2004 | | | 13.48 | 17.85 | -4.37 | | 2003 | | | 40.62 | 33.85 | 6.77 | | 2002 | | | -20.34 | -13.25 | -7.09 | | 2001 | | | -3.51 | 6.67 | -10.18 | | 2000 | | | -11.45 | 18.45 | -29.90 | | 1999 | | | 24.70 | 8.50 | 16.20 |
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| PAST QUARTERLY RETURNS (%) FOR
MSVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.49 | 19.13 | 23.38 | N/A | | 2008 | -9.35 | -5.01 | -5.00 | -28.42 | | 2007 | 2.21 | 8.42 | 0.00 | -3.71 | | 2006 | 6.44 | -2.20 | 4.54 | 9.67 | | 2005 | 0.04 | 1.95 | 6.21 | 2.56 | | 2004 | 2.12 | 1.45 | -1.24 | 10.92 | | 2003 | -4.29 | 20.10 | 6.38 | 15.00 | | 2002 | 4.19 | -10.16 | -17.67 | 3.36 | | 2001 | -11.60 | 13.30 | -18.22 | 17.79 | | 2000 | 10.41 | -11.59 | -2.22 | -7.23 | | 1999 | N/A | N/A | N/A | 13.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 130 | 420 | 30.95 | | 1-Month | 372 | 443 | 83.97 | | 3-Month | 70 | 438 | 15.98 | | 6-Month | 73 | 431 | 16.94 | | 1-Year | 99 | 416 | 23.80 | | 3-Year | 110 | 338 | 32.54 | | 5-Year | 46 | 248 | 18.55 |
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0.04% Nasdaq 
Performance
