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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.32% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 22.96% | |
Worst 1-Yr Total Return (2008): | -41.14% | |
Best 3-Yr Total Return (2005-7): | 11.96% | |
Worst 3-Yr Total Return (2006-8): | -9.19% |
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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 | MSYSX | Category | Diff | Index* | Diff | | Year To Date | -3.32 | -2.97 | -0.35 | -3.60 | 0.28 | | 1-Month | -3.32 | -2.97 | -0.35 | -3.60 | 0.28 | | 3-Month | 5.60 | 3.98 | 1.62 | 4.16 | 1.44 | | 1-Year | 32.89 | 32.89 | 0 | 33.14 | -0.25 | | 3-Year | -9.59 | -8.60 | -0.99 | -7.24 | -2.35 | | 5-Year | -0.09 | -0.19 | 0.1 | 0.18 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.77 | 47.48 | -1.71 | 45.76 | 0.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.78 | -17.06 | -4.72 | -18.25 | -3.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSYSX | Category | Diff | | 2009 | | | 22.96 | 24.13 | -1.17 | | 2008 | | | -41.14 | -37.09 | -4.05 | | 2007 | | | 8.18 | 1.42 | 6.76 | | 2006 | | | 17.62 | 18.15 | -0.53 | | 2005 | | | 10.30 | 5.95 | 4.35 | | 2004 | | | 14.86 | 12.97 | 1.89 | | 2003 | | | 33.79 | 28.44 | 5.35 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
MSYSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.01 | 12.79 | 19.15 | 5.18 | | 2008 | -11.59 | -2.45 | -12.28 | -22.19 | | 2007 | 3.74 | 5.69 | 1.90 | -3.17 | | 2006 | 5.46 | -0.18 | 4.37 | 7.06 | | 2005 | 1.07 | 1.92 | 6.21 | 0.83 | | 2004 | 2.61 | 0.82 | 0.00 | 11.02 | | 2003 | -2.75 | 18.08 | 2.60 | 13.55 | | 2002 | N/A | N/A | -14.44 | 5.54 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | 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 | 954 | 1325 | 72.00 | | 1-Month | 1245 | 1325 | 93.96 | | 3-Month | 183 | 1313 | 13.94 | | 6-Month | 401 | 1296 | 30.94 | | 1-Year | 566 | 1268 | 44.64 | | 3-Year | 567 | 1104 | 51.36 | | 5-Year | 371 | 914 | 40.59 |
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1.52% Nasdaq 0.00%
Performance
