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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.15% | | 5-Year Average Return: | -0.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.40% | |
Worst 1-Yr Total Return (2008): | -42.11% | |
Best 3-Yr Total Return (2004-6): | 14.43% | |
Worst 3-Yr Total Return (2006-8): | -9.55% |
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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 | SAOPX | Category | Diff | Index* | Diff | | Year To Date | 13.15 | 21.73 | -8.58 | 24.07 | -10.92 | | 1-Month | 2.91 | 5.16 | -2.25 | 6.00 | -3.09 | | 3-Month | 1.53 | 6.45 | -4.92 | 7.91 | -6.38 | | 1-Year | 15.62 | 24.67 | -9.05 | 25.39 | -9.77 | | 3-Year | -10.68 | -7.33 | -3.35 | -5.79 | -4.89 | | 5-Year | -0.87 | 0.27 | -1.14 | 0.71 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.28 | 47.53 | -6.25 | 45.76 | -4.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.37 | -16.99 | -6.38 | -18.25 | -5.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAOPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.11 | -37.09 | -5.02 | | 2007 | | | 7.07 | 1.42 | 5.65 | | 2006 | | | 19.40 | 18.15 | 1.25 | | 2005 | | | 11.41 | 5.95 | 5.46 | | 2004 | | | 12.65 | 12.97 | -0.32 | | 2003 | | | 23.51 | 28.44 | -4.93 | | 2002 | | | -16.00 | -18.69 | 2.69 | | 2001 | | | -6.12 | -4.99 | -1.13 | | 2000 | | | 22.46 | 7.87 | 14.59 | | 1999 | | | 0.87 | 6.72 | -5.85 |
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| PAST QUARTERLY RETURNS (%) FOR
SAOPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.66 | 14.32 | 15.98 | N/A | | 2008 | -12.19 | 1.26 | -12.42 | -25.66 | | 2007 | 2.50 | 5.31 | 0.88 | -1.67 | | 2006 | 8.67 | -0.72 | 4.06 | 6.35 | | 2005 | 0.36 | 3.54 | 4.37 | 2.73 | | 2004 | 0.51 | 0.79 | 1.27 | 9.79 | | 2003 | -5.78 | 13.73 | 2.75 | 12.17 | | 2002 | 3.80 | -5.24 | -15.02 | 0.49 | | 2001 | -5.95 | 5.19 | -11.57 | 7.31 | | 2000 | 4.33 | 3.32 | 10.31 | 2.99 | | 1999 | N/A | N/A | N/A | 7.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1163 | 1293 | 89.95 | | 1-Month | 1324 | 1338 | 98.95 | | 3-Month | 1315 | 1329 | 98.95 | | 6-Month | 1293 | 1320 | 97.95 | | 1-Year | 972 | 1280 | 75.94 | | 3-Year | 820 | 1088 | 75.37 | | 5-Year | 553 | 917 | 60.31 |
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0.02% Nasdaq 
0.02 (0.06%) 
Performance
