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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.64% | | 5-Year Average Return: | -0.84% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.16% | |
Worst 1-Yr Total Return (2008): | -41.75% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -10.85% | | 3-Year: | -8.20% | | 5-Year: | 0.41% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSYCX | Category | Diff | Index* | Diff | | Year To Date | 11.64 | 15.79 | -4.15 | 17.05 | -5.41 | | 1-Month | -3.76 | -2.21 | -1.55 | -1.86 | -1.9 | | 3-Month | 4.35 | 5.62 | -1.27 | 5.48 | -1.13 | | 1-Year | 2.83 | 9.52 | -6.69 | 9.80 | -6.97 | | 3-Year | -10.35 | -8.36 | -1.99 | -7.02 | -3.33 | | 5-Year | -0.84 | 0.18 | -1.02 | 0.33 | -1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.91 | 46.84 | -1.93 | 45.76 | -0.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.59 | -16.40 | -6.19 | -18.25 | -4.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.75 | -37.09 | -4.66 | | 2007 | | | 7.16 | 1.42 | 5.74 | | 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
MSYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.25 | 12.58 | 18.78 | N/A | | 2008 | -11.89 | -2.68 | -12.49 | -22.38 | | 2007 | 3.44 | 5.51 | 1.61 | -3.37 | | 2006 | N/A | -0.36 | 4.01 | 6.83 | | 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 | 867 | 1335 | 64.94 | | 1-Month | 1282 | 1379 | 92.97 | | 3-Month | 1203 | 1368 | 87.94 | | 6-Month | 888 | 1346 | 65.97 | | 1-Year | 801 | 1318 | 60.77 | | 3-Year | 724 | 1124 | 64.41 | | 5-Year | | 934 | N/A |
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