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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.19% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.70% | |
Worst 1-Yr Total Return (2008): | -41.85% | |
Best 3-Yr Total Return (2004-6): | 11.18% | |
Worst 3-Yr Total Return (2006-8): | -13.28% |
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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 | SACPX | Category | Diff | Index* | Diff | | Year To Date | 37.19 | 31.20 | 5.99 | 24.07 | 13.12 | | 1-Month | 4.28 | 5.67 | -1.39 | 6.00 | -1.72 | | 3-Month | 7.04 | 8.18 | -1.14 | 7.91 | -0.87 | | 1-Year | 40.82 | 34.04 | 6.78 | 25.39 | 15.43 | | 3-Year | -6.43 | -3.89 | -2.54 | -5.79 | -0.64 | | 5-Year | 0.07 | 1.25 | -1.18 | 0.71 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.87 | 43.84 | 8.03 | 45.76 | 6.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.80 | -18.03 | 0.23 | -18.25 | 0.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SACPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.85 | -40.67 | -1.18 | | 2007 | | | 1.07 | 13.35 | -12.28 | | 2006 | | | 10.97 | 7.05 | 3.92 | | 2005 | | | 7.97 | 6.71 | 1.26 | | 2004 | | | 14.70 | 7.81 | 6.89 | | 2003 | | | 44.34 | 28.66 | 15.68 | | 2002 | | | -24.26 | -27.64 | 3.38 | | 2001 | | | 2.00 | -22.30 | 24.30 | | 2000 | | | 19.20 | -13.05 | 32.25 | | 1999 | | | 23.44 | 38.87 | -15.43 |
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| PAST QUARTERLY RETURNS (%) FOR
SACPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.61 | 21.51 | 12.98 | N/A | | 2008 | -9.21 | 1.25 | -14.30 | -26.19 | | 2007 | -0.10 | 6.41 | 0.16 | -5.08 | | 2006 | 4.00 | -6.28 | 5.29 | 8.14 | | 2005 | -0.61 | 1.98 | 6.08 | 0.42 | | 2004 | 3.94 | 0.53 | -1.15 | 11.06 | | 2003 | -0.35 | 20.34 | 3.82 | 15.94 | | 2002 | 0.31 | -14.68 | -23.75 | 16.06 | | 2001 | -0.60 | 5.81 | -13.09 | 11.59 | | 2000 | 13.04 | 3.92 | 1.40 | 0.07 | | 1999 | N/A | N/A | N/A | 13.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 436 | 1818 | 23.98 | | 1-Month | 1715 | 1906 | 89.98 | | 3-Month | 1770 | 1904 | 92.96 | | 6-Month | 1772 | 1866 | 94.96 | | 1-Year | 365 | 1815 | 20.11 | | 3-Year | 1130 | 1537 | 73.52 | | 5-Year | 791 | 1273 | 62.14 |
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0.02% Nasdaq 0.00%
Performance
