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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.93% | | 5-Year Average Return: | 6.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 28.56% | |
Worst 1-Yr Total Return (2008): | -50.99% | |
Best 3-Yr Total Return (2005-7): | 26.36% | |
Worst 3-Yr Total Return (2006-8): | -8.16% |
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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 | SASPX | Category | Diff | Index* | Diff | | Year To Date | 36.93 | 31.13 | 5.8 | 29.91 | 7.02 | | 1-Month | 4.52 | 3.20 | 1.32 | 2.00 | 2.52 | | 3-Month | 7.78 | 4.76 | 3.02 | 4.58 | 3.2 | | 1-Year | 54.06 | 44.02 | 10.04 | 37.72 | 16.34 | | 3-Year | -3.39 | -2.61 | -0.78 | -5.52 | 2.13 | | 5-Year | 6.97 | 6.44 | 0.53 | 4.13 | 2.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.17 | 52.77 | 5.4 | 59.35 | -1.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.70 | -5.69 | -8.01 | -14.95 | 1.25 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SASPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.99 | -42.21 | -8.78 | | 2007 | | | 28.56 | 18.15 | 10.41 | | 2006 | | | 22.94 | 20.70 | 2.24 | | 2005 | | | 27.65 | 27.13 | 0.52 | | 2004 | | | 20.45 | 16.79 | 3.66 | | 2003 | | | 60.25 | 36.79 | 23.46 | | 2002 | | | -7.78 | -12.31 | 4.53 | | 2001 | | | -12.50 | -17.22 | 4.72 | | 2000 | | | -36.95 | -34.33 | -2.62 | | 1999 | | | 96.03 | 95.04 | 0.99 |
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| PAST QUARTERLY RETURNS (%) FOR
SASPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.45 | 25.45 | 15.31 | N/A | | 2008 | -10.95 | -6.02 | -27.76 | -18.94 | | 2007 | 6.73 | 9.60 | 8.28 | 1.50 | | 2006 | 12.11 | -3.30 | -0.40 | 13.84 | | 2005 | 1.57 | 1.28 | 12.16 | 10.64 | | 2004 | 11.17 | -6.63 | 1.51 | 14.32 | | 2003 | -5.30 | 21.46 | 24.42 | 11.98 | | 2002 | 10.68 | 1.75 | -17.82 | -0.36 | | 2001 | -10.24 | 2.50 | -16.92 | 14.47 | | 2000 | 0.67 | -20.82 | -10.45 | -11.66 | | 1999 | N/A | N/A | N/A | 32.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 47 | 25.53 | | 1-Month | 19 | 56 | 33.93 | | 3-Month | 4 | 56 | 7.14 | | 6-Month | 9 | 47 | 19.15 | | 1-Year | 10 | 45 | 22.22 | | 3-Year | 16 | 31 | 51.61 | | 5-Year | 11 | 27 | 40.74 |
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1.27% Nasdaq 0.00%
Performance
