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| Morningstar Return Rating: | Below average | | Year to Date Return: | 56.33% | | 5-Year Average Return: | 1.69% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.73% | |
Worst 1-Yr Total Return (2008): | -38.13% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 0.69% | | 3-Year: | -2.28% | | 5-Year: | 0.59% | | 10-Year: | 2.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SASFX | Category | Diff | Index* | Diff | | Year To Date | 56.33 | 38.44 | 17.89 | 7.61 | 48.72 | | 1-Month | 0.67 | 0.16 | 0.51 | 1.29 | -0.62 | | 3-Month | 6.55 | 3.72 | 2.83 | 2.86 | 3.69 | | 1-Year | 44.93 | 33.19 | 11.74 | 11.63 | 33.3 | | 3-Year | -0.64 | -1.51 | 0.87 | 6.40 | -7.04 | | 5-Year | 1.69 | 1.14 | 0.55 | 5.49 | -3.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.56 | 27.31 | 18.25 | 7.06 | 38.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.97 | -4.33 | -1.64 | 7.94 | -13.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SASFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.13 | -29.72 | -8.41 | | 2007 | | | 0.73 | 1.09 | -0.36 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SASFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.66 | 29.70 | 12.45 | N/A | | 2008 | -6.61 | 5.24 | -8.13 | -31.47 | | 2007 | 2.02 | 1.26 | -1.55 | -0.96 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 14 | 134 | 10.45 | | 1-Month | 1 | 134 | 0.75 | | 3-Month | 1 | 134 | 0.75 | | 6-Month | 1 | 134 | 0.75 | | 1-Year | 11 | 134 | 8.21 | | 3-Year | 42 | 88 | 47.73 | | 5-Year | | 63 | N/A |
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0.51% Nasdaq 0.00%
Performance
