|
| Morningstar Return Rating: | Average | | Year to Date Return: | 18.93% | | 5-Year Average Return: | 0.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.62% | |
Worst 1-Yr Total Return (2008): | -41.14% | |
Best 3-Yr Total Return (2004-6): | 14.22% | |
Worst 3-Yr Total Return (2006-8): | -9.19% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | MSYSX | Category | Diff | Index* | Diff | | Year To Date | 18.93 | 21.73 | -2.8 | 24.07 | -5.14 | | 1-Month | 5.65 | 5.16 | 0.49 | 6.00 | -0.35 | | 3-Month | 5.92 | 6.45 | -0.53 | 7.91 | -1.99 | | 1-Year | 21.11 | 24.67 | -3.56 | 25.39 | -4.28 | | 3-Year | -8.48 | -7.33 | -1.15 | -5.79 | -2.69 | | 5-Year | 0.23 | 0.27 | -0.04 | 0.71 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.77 | 47.53 | -1.76 | 45.76 | 0.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.78 | -16.99 | -4.79 | -18.25 | -3.53 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MSYSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
MSYSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.01 | 12.79 | 19.15 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 737 | 1293 | 57.00 | | 1-Month | 414 | 1338 | 30.94 | | 3-Month | 970 | 1329 | 72.99 | | 6-Month | 462 | 1320 | 35.00 | | 1-Year | 593 | 1280 | 46.33 | | 3-Year | 552 | 1088 | 50.74 | | 5-Year | 372 | 917 | 40.57 |
|
|
|
|
|
0.51% Nasdaq 
Performance
