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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.98% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.98% | |
Worst 1-Yr Total Return (2008): | -32.28% | |
Best 3-Yr Total Return (2004-6): | 13.05% | |
Worst 3-Yr Total Return (2006-8): | -5.40% |
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| 1-Year: | -11.99% | | 3-Year: | -2.78% | | 5-Year: | 3.02% | | 10-Year: | 9.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAGWX | Category | Diff | Index* | Diff | | Year To Date | 17.98 | 21.65 | -3.67 | 17.05 | 0.93 | | 1-Month | -3.31 | -5.90 | 2.59 | -1.86 | -1.45 | | 3-Month | 4.85 | 2.07 | 2.78 | 5.48 | -0.63 | | 1-Year | 11.03 | 13.17 | -2.14 | 9.80 | 1.23 | | 3-Year | -3.70 | -7.45 | 3.75 | -7.02 | 3.32 | | 5-Year | 3.30 | 0.22 | 3.08 | 0.33 | 2.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.54 | 52.20 | -6.66 | 45.76 | -0.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.83 | -18.89 | -0.94 | -18.25 | -1.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.28 | -41.55 | 9.27 | | 2007 | | | 8.28 | 7.59 | 0.69 | | 2006 | | | 15.46 | 10.81 | 4.65 | | 2005 | | | 7.88 | 6.02 | 1.86 | | 2004 | | | 15.98 | 12.41 | 3.57 | | 2003 | | | 38.09 | 45.54 | -7.45 | | 2002 | | | -14.14 | -27.88 | 13.74 | | 2001 | | | 4.81 | -8.91 | 13.72 | | 2000 | | | 39.12 | -3.85 | 42.97 | | 1999 | | | 15.11 | 64.77 | -49.66 |
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| PAST QUARTERLY RETURNS (%) FOR
SAGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.48 | 15.01 | 15.93 | N/A | | 2008 | -8.48 | 0.15 | -2.69 | -24.08 | | 2007 | 2.79 | 5.69 | 2.45 | -2.72 | | 2006 | 11.02 | -4.90 | 1.16 | 8.11 | | 2005 | -2.14 | 3.15 | 4.38 | 2.40 | | 2004 | 3.93 | 4.76 | -2.81 | 9.60 | | 2003 | -1.59 | 18.55 | 4.25 | 13.53 | | 2002 | 5.28 | -7.28 | -15.71 | 4.35 | | 2001 | -10.97 | 11.93 | -12.97 | 20.85 | | 2000 | 13.08 | 6.84 | 9.30 | 5.35 | | 1999 | N/A | N/A | N/A | 14.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 584 | 790 | 73.92 | | 1-Month | 196 | 820 | 23.90 | | 3-Month | 483 | 819 | 58.97 | | 6-Month | 416 | 800 | 52.00 | | 1-Year | 429 | 783 | 54.79 | | 3-Year | 89 | 669 | 13.30 | | 5-Year | 80 | 554 | 14.44 |
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1.00% Nasdaq 
Performance
