Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTBX (Morningstar Defensive Bond Fund) | NA | -70.72% | -44.98% | -29.23% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 02/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTBX (Morningstar Defensive Bond Fund) | 02/13/2001 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -70.72 | -44.98 | -29.23 | NA | NA | NA | … | … | -40.86 | -69.20 | -11.23 | 5.25 | 2.97 | 0.66 | 1.67 | 1.20 | 0.50 |
| Sharpe Ratio | NA | -2.00 | -2.00 | -1.54 | NA | NA | NA | … | … | -1.72 | -4.22 | -3.33 | 1.16 | 0.49 | -0.12 | 0.38 | 0.03 | -0.63 |
| Standard Deviation(%) | NA | 35.42 | 23.38 | 20.29 | NA | NA | NA | … | … | 35.22 | 16.57 | 4.30 | 1.69 | 1.62 | 2.33 | 2.61 | 3.03 | 2.57 |
| Draw Down(%) | NA | 70.72 | 84.14 | 84.14 | NA | NA | NA | … | … | 41.37 | 70.10 | 13.56 | 0.40 | 0.76 | 2.51 | 2.86 | 3.56 | 2.82 |
| Yield(%) | 0.00 | 5.10 | 4.56 | 4.26 | 2.26 | 1.51 | 1.13 | … | … | 0.83 | 6.68 | 5.50 | 4.33 | 4.26 | 2.48 | 0.00 | 0.00 | 0.00 |
Data as of 07/28/2009, Common starting date is 02/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTBX (Morningstar Defensive Bond Fund) |
-44.92%
Jun 2006 – Jun 2009 |
-29.23%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTBX (Morningstar Defensive Bond Fund) |
3.83%
May 2004 – May 2007 |
3.19%
Jul 2002 – Jul 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart