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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.97% | | 5-Year Average Return: | 4.00% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.78% | |
Worst 1-Yr Total Return (2004): | 1.44% | |
Best 3-Yr Total Return (2006-8): | 3.77% | |
Worst 3-Yr Total Return (2004-6): | 2.51% |
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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 | MVSTX | Category | Diff | Index* | Diff | | Year To Date | 6.97 | 9.09 | -2.12 | 6.24 | 0.73 | | 1-Month | 0.29 | 0.68 | -0.39 | 0.49 | -0.2 | | 3-Month | 1.41 | 2.53 | -1.12 | 2.60 | -1.19 | | 1-Year | 8.53 | 9.59 | -1.06 | 13.79 | -5.26 | | 3-Year | 4.88 | 3.61 | 1.27 | 6.35 | -1.47 | | 5-Year | 4.00 | 3.21 | 0.79 | 5.05 | -1.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.43 | 7.68 | -2.25 | 7.06 | -1.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.00 | 4.17 | 1.83 | 7.94 | -1.94 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | MVSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.23 | -4.23 | 6.46 | | 2007 | | | 4.78 | 4.29 | 0.49 | | 2006 | | | 4.32 | 4.05 | 0.27 | | 2005 | | | 1.79 | 1.45 | 0.34 | | 2004 | | | 1.44 | 1.63 | -0.19 | | 2003 | | | 2.20 | 2.54 | -0.34 | | 2002 | | | 4.30 | 5.47 | -1.17 | | 2001 | | | 5.76 | 7.27 | -1.51 | | 2000 | | | 6.61 | 7.59 | -0.98 | | 1999 | | | 2.96 | 2.21 | 0.75 |
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| PAST QUARTERLY RETURNS (%) FOR
MVSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.84 | 2.72 | 1.96 | N/A | | 2008 | 1.33 | 0.61 | -0.02 | 0.30 | | 2007 | 1.22 | 0.72 | 1.39 | 1.37 | | 2006 | 0.53 | 0.60 | 2.02 | 1.10 | | 2005 | -0.19 | 1.28 | 0.12 | 0.58 | | 2004 | 1.02 | -1.07 | 1.09 | 0.41 | | 2003 | 0.78 | 0.86 | 0.28 | 0.25 | | 2002 | -0.87 | 1.97 | 2.54 | 0.64 | | 2001 | 2.64 | 1.23 | 2.26 | -0.47 | | 2000 | 1.11 | 0.53 | 2.33 | 2.49 | | 1999 | N/A | N/A | N/A | 0.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 243 | 419 | 58.00 | | 1-Month | 382 | 435 | 87.82 | | 3-Month | 364 | 434 | 83.87 | | 6-Month | 302 | 420 | 71.90 | | 1-Year | 197 | 419 | 47.02 | | 3-Year | 90 | 360 | 25.00 | | 5-Year | 72 | 305 | 23.61 |
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