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Thursday, December 3, 2009, 8:53AM ET - U.S. Markets open in 37 mins.. Dow Down 0.18% Nasdaq  0.00%
Symons Capital Appreciation Instl (SAGIX)On Dec 2: 7.28  Down 0.05 (0.68%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:49.79%
5-Year Average Return:N/A
Number of Years Up:1
Number of Years Down:1
Best 1-Yr Total Return (2007):1.01%
Worst 1-Yr Total Return (2008):-52.27%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSAGIXCategoryDiffIndex*Diff
Year To Date49.7925.5624.2317.0532.74
1-Month-0.28-4.123.84-1.861.58
3-Month8.905.043.865.483.42
1-Year40.8718.2122.669.8031.07
3-YearN/A-6.38N/A-7.02N/A
5-YearN/A1.42N/A0.33N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)63.6853.899.7945.7617.92
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-19.95-16.12-3.83-18.25-1.7
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSAGIXCategoryDiff
2009N/AN/AN/A
2008
 
-52.27-39.18-13.09
2007
 
1.014.85-3.84
2006N/A14.03N/A
2005N/A9.25N/A
2004N/A16.30N/A
2003N/A36.28N/A
2002N/A-16.55N/A
2001N/A-3.12N/A
2000N/A6.36N/A
1999N/A20.92N/A
PAST QUARTERLY RETURNS (%) FOR SAGIX 
Q1Q2Q3Q4
20092.5323.0519.06N/A
2008-9.77-5.02-15.98-33.71
20074.825.17-2.00-6.50
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date364617.81
1-Month15048430.99
3-Month12048224.90
6-Month8346617.81
1-Year294596.32
3-Year378N/A
5-Year298N/A

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