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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.98% | | 5-Year Average Return: | 1.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.08% | |
Worst 1-Yr Total Return (2008): | -23.51% | |
Best 3-Yr Total Return (2004-6): | 7.18% | |
Worst 3-Yr Total Return (2006-8): | -4.55% |
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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 | SACNX | Category | Diff | Index* | Diff | | Year To Date | 17.98 | 19.41 | -1.43 | N/A | N/A | | 1-Month | 2.68 | 2.38 | 0.3 | N/A | N/A | | 3-Month | 4.44 | 4.88 | -0.44 | N/A | N/A | | 1-Year | 22.96 | 23.37 | -0.41 | N/A | N/A | | 3-Year | -1.91 | 0.45 | -2.36 | N/A | N/A | | 5-Year | 1.81 | 2.90 | -1.09 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.63 | 25.19 | 0.44 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.06 | -3.19 | -3.87 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SACNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.51 | -18.61 | -4.90 | | 2007 | | | 4.21 | 4.53 | -0.32 | | 2006 | | | 9.08 | 8.16 | 0.92 | | 2005 | | | 4.63 | 2.97 | 1.66 | | 2004 | | | 7.88 | 5.46 | 2.42 | | 2003 | | | 14.78 | 12.34 | 2.44 | | 2002 | | | -3.20 | -3.11 | -0.09 | | 2001 | | | -3.85 | -0.39 | -3.46 | | 2000 | | | 0.76 | 4.28 | -3.52 | | 1999 | | | 7.42 | 5.85 | 1.57 |
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| PAST QUARTERLY RETURNS (%) FOR
SACNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.23 | 11.03 | 8.73 | N/A | | 2008 | -4.37 | -1.39 | -7.92 | -11.91 | | 2007 | 1.98 | 1.81 | 1.28 | -0.91 | | 2006 | 2.26 | -0.91 | 3.72 | 3.79 | | 2005 | -1.12 | 2.29 | 2.18 | 1.25 | | 2004 | 3.17 | -1.43 | 1.28 | 4.75 | | 2003 | -0.98 | 8.03 | 1.69 | 5.52 | | 2002 | -0.51 | -0.95 | -5.46 | 3.91 | | 2001 | -5.40 | 2.41 | -4.23 | 3.62 | | 2000 | 2.44 | -1.13 | 0.72 | -1.23 | | 1999 | N/A | N/A | N/A | 6.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 408 | 639 | 63.85 | | 1-Month | 451 | 655 | 68.85 | | 3-Month | 391 | 653 | 59.88 | | 6-Month | 407 | 647 | 62.91 | | 1-Year | 305 | 635 | 48.03 | | 3-Year | 384 | 514 | 74.71 | | 5-Year | 226 | 349 | 64.76 |
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0.51% Nasdaq 0.00%
Performance
