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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.69% | | 5-Year Average Return: | 2.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.84% | |
Worst 1-Yr Total Return (2008): | -15.46% | |
Best 3-Yr Total Return (2004-6): | 5.29% | |
Worst 3-Yr Total Return (2006-8): | -2.05% |
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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 | SACIX | Category | Diff | Index* | Diff | | Year To Date | 13.69 | 19.41 | -5.72 | N/A | N/A | | 1-Month | 1.93 | 2.38 | -0.45 | N/A | N/A | | 3-Month | 3.37 | 4.88 | -1.51 | N/A | N/A | | 1-Year | 17.21 | 23.37 | -6.16 | N/A | N/A | | 3-Year | 0.05 | 0.45 | -0.4 | N/A | N/A | | 5-Year | 2.29 | 2.90 | -0.61 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.39 | 25.19 | -7.8 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.21 | -3.19 | -0.02 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SACIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.46 | -18.61 | 3.15 | | 2007 | | | 4.05 | 4.53 | -0.48 | | 2006 | | | 6.84 | 8.16 | -1.32 | | 2005 | | | 3.35 | 2.97 | 0.38 | | 2004 | | | 5.71 | 5.46 | 0.25 | | 2003 | | | 10.04 | 12.34 | -2.30 | | 2002 | | | -1.25 | -3.11 | 1.86 | | 2001 | | | 1.29 | -0.39 | 1.68 | | 2000 | | | 6.01 | 4.28 | 1.73 | | 1999 | | | 4.88 | 5.85 | -0.97 |
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| PAST QUARTERLY RETURNS (%) FOR
SACIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.08 | 7.78 | 5.92 | N/A | | 2008 | -2.68 | -1.02 | -4.55 | -8.06 | | 2007 | 1.69 | 1.06 | 1.39 | -0.13 | | 2006 | 1.35 | -0.53 | 3.21 | 2.69 | | 2005 | -0.90 | 2.26 | 1.03 | 0.95 | | 2004 | 2.61 | -1.34 | 1.39 | 2.98 | | 2003 | 0.00 | 5.59 | 0.85 | 3.35 | | 2002 | -0.09 | -1.22 | -2.76 | 2.90 | | 2001 | -1.88 | 2.65 | -2.11 | 2.73 | | 2000 | 3.07 | 0.22 | 2.56 | 0.06 | | 1999 | N/A | N/A | N/A | 3.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 543 | 639 | 84.98 | | 1-Month | 412 | 655 | 62.90 | | 3-Month | 548 | 653 | 83.92 | | 6-Month | 582 | 647 | 89.95 | | 1-Year | 450 | 635 | 70.87 | | 3-Year | 263 | 514 | 51.17 | | 5-Year | 196 | 349 | 56.16 |
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