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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.30% | | 5-Year Average Return: | -0.11% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.95% | |
Worst 1-Yr Total Return (2008): | -41.31% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -14.48% | | 3-Year: | -9.32% | | 5-Year: | -0.04% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSYAX | Category | Diff | Index* | Diff | | Year To Date | 12.30 | 15.79 | -3.49 | 17.05 | -4.75 | | 1-Month | -3.72 | -2.21 | -1.51 | -1.86 | -1.86 | | 3-Month | 4.58 | 5.62 | -1.04 | 5.48 | -0.9 | | 1-Year | 3.53 | 9.52 | -5.99 | 9.80 | -6.27 | | 3-Year | -9.69 | -8.36 | -1.33 | -7.02 | -2.67 | | 5-Year | -0.11 | 0.18 | -0.29 | 0.33 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.49 | 46.84 | -1.35 | 45.76 | -0.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.01 | -16.40 | -5.61 | -18.25 | -3.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.31 | -37.09 | -4.22 | | 2007 | | | 7.95 | 1.42 | 6.53 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.02 | 12.65 | 19.05 | N/A | | 2008 | -11.70 | -2.55 | -12.33 | -22.21 | | 2007 | 3.67 | 5.63 | 1.83 | -3.18 | | 2006 | N/A | -0.27 | 4.28 | 7.07 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 787 | 1335 | 58.95 | | 1-Month | 1254 | 1379 | 90.94 | | 3-Month | 1080 | 1368 | 78.95 | | 6-Month | 847 | 1346 | 62.93 | | 1-Year | 752 | 1318 | 57.06 | | 3-Year | 630 | 1124 | 56.05 | | 5-Year | | 934 | N/A |
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