|
| Morningstar Return Rating: | Low | | Year to Date Return: | 18.62% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.03% | |
Worst 1-Yr Total Return (2008): | -41.86% | |
Best 3-Yr Total Return (2006-8): | -13.15% | |
Worst 3-Yr Total Return (2006-8): | -13.15% |
|
| 1-Year: | -19.14% | | 3-Year: | -10.98% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAABX | Category | Diff | Index* | Diff | | Year To Date | 18.62 | 22.72 | -4.1 | 24.07 | -5.45 | | 1-Month | 3.32 | 3.14 | 0.18 | 6.00 | -2.68 | | 3-Month | 4.79 | 3.09 | 1.7 | 7.91 | -3.12 | | 1-Year | 28.41 | 29.36 | -0.95 | 25.39 | 3.02 | | 3-Year | -13.02 | -8.14 | -4.88 | -5.79 | -7.23 | | 5-Year | N/A | -0.30 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.35 | 57.49 | 2.86 | 45.76 | 14.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.38 | -19.40 | -7.98 | -18.25 | -9.13 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.86 | -36.56 | -5.30 | | 2007 | | | -5.33 | -1.10 | -4.23 | | 2006 | | | 19.03 | 15.03 | 4.00 | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SAABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.91 | 22.78 | 22.09 | N/A | | 2008 | -11.00 | -2.39 | -4.42 | -29.98 | | 2007 | 3.33 | 5.16 | -7.69 | -5.62 | | 2006 | 15.57 | -1.56 | -3.56 | 8.49 | | 2005 | N/A | -0.60 | 8.37 | 4.11 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 479 | 657 | 72.91 | | 1-Month | 346 | 679 | 50.96 | | 3-Month | 436 | 671 | 64.98 | | 6-Month | 172 | 663 | 25.94 | | 1-Year | 317 | 646 | 49.07 | | 3-Year | 450 | 573 | 78.53 | | 5-Year | | 475 | N/A |
|
|
|
|
|