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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.80% | | 5-Year Average Return: | -2.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.49% | |
Worst 1-Yr Total Return (2008): | -43.80% | |
Best 3-Yr Total Return (2004-6): | 9.48% | |
Worst 3-Yr Total Return (2006-8): | -13.59% |
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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 | SADDX | Category | Diff | Index* | Diff | | Year To Date | 16.80 | 18.65 | -1.85 | 17.05 | -0.25 | | 1-Month | -2.42 | -2.18 | -0.24 | -1.86 | -0.56 | | 3-Month | 4.25 | 5.08 | -0.83 | 5.48 | -1.23 | | 1-Year | 5.81 | 11.86 | -6.05 | 9.80 | -3.99 | | 3-Year | -11.68 | -6.78 | -4.9 | -7.02 | -4.66 | | 5-Year | -2.93 | 0.49 | -3.42 | 0.33 | -3.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.55 | 45.26 | 0.29 | 45.76 | -0.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.49 | -15.99 | -8.5 | -18.25 | -6.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SADDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.80 | -37.79 | -6.01 | | 2007 | | | 2.08 | 6.16 | -4.08 | | 2006 | | | 12.49 | 14.17 | -1.68 | | 2005 | | | 5.69 | 5.88 | -0.19 | | 2004 | | | 10.38 | 10.02 | 0.36 | | 2003 | | | 27.77 | 27.05 | 0.72 | | 2002 | | | -23.99 | -22.25 | -1.74 | | 2001 | | | -14.53 | -13.50 | -1.03 | | 2000 | | | -8.88 | -6.31 | -2.57 | | 1999 | | | 19.04 | 20.16 | -1.12 |
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| PAST QUARTERLY RETURNS (%) FOR
SADDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.18 | 17.39 | 14.81 | N/A | | 2008 | -11.78 | -1.54 | -11.94 | -26.53 | | 2007 | 1.94 | 5.27 | -0.48 | -4.42 | | 2006 | 5.42 | -2.81 | 2.96 | 6.63 | | 2005 | -3.05 | 2.36 | 4.60 | 1.81 | | 2004 | 2.34 | 0.49 | -1.79 | 9.29 | | 2003 | -3.62 | 15.38 | 2.88 | 11.70 | | 2002 | -0.32 | -12.85 | -18.00 | 6.71 | | 2001 | -14.84 | 7.73 | -17.11 | 12.39 | | 2000 | 4.09 | -3.92 | 2.42 | -11.03 | | 1999 | N/A | N/A | N/A | 15.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1167 | 2013 | 57.97 | | 1-Month | 1055 | 2110 | 50.00 | | 3-Month | 1567 | 2090 | 74.98 | | 6-Month | 1290 | 2049 | 62.96 | | 1-Year | 1286 | 1999 | 64.33 | | 3-Year | 1285 | 1694 | 75.86 | | 5-Year | 1039 | 1352 | 76.85 |
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1.46% Nasdaq 
Performance
