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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.53% | | 5-Year Average Return: | 3.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.79% | |
Worst 1-Yr Total Return (2008): | -17.38% | |
Best 3-Yr Total Return (2004-6): | 7.15% | |
Worst 3-Yr Total Return (2006-8): | -2.02% |
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| 1-Year: | 1.71% | | 3-Year: | -0.21% | | 5-Year: | 3.09% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SATAX | Category | Diff | Index* | Diff | | Year To Date | 14.53 | 17.79 | -3.26 | N/A | N/A | | 1-Month | -0.61 | -0.70 | 0.09 | N/A | N/A | | 3-Month | 4.22 | 4.94 | -0.72 | N/A | N/A | | 1-Year | 16.43 | 16.37 | 0.06 | N/A | N/A | | 3-Year | -0.04 | -0.93 | 0.89 | N/A | N/A | | 5-Year | 3.29 | 2.56 | 0.73 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.05 | 29.60 | -3.55 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.64 | -4.67 | 1.03 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SATAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.38 | -22.46 | 5.08 | | 2007 | | | 3.71 | 5.22 | -1.51 | | 2006 | | | 9.79 | 8.58 | 1.21 | | 2005 | | | 4.73 | 3.68 | 1.05 | | 2004 | | | 6.98 | 6.82 | 0.16 | | 2003 | | | N/A | 13.67 | N/A | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SATAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.54 | 9.83 | 9.91 | N/A | | 2008 | -2.26 | -0.83 | -6.33 | -9.01 | | 2007 | 1.59 | 1.25 | 1.55 | -0.72 | | 2006 | 2.53 | -0.58 | 3.81 | 3.74 | | 2005 | -0.95 | 1.92 | 2.05 | 1.66 | | 2004 | 2.06 | -1.05 | 0.18 | 5.75 | | 2003 | N/A | N/A | 1.93 | 5.78 | | 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 | 177 | 214 | 82.71 | | 1-Month | 141 | 229 | 61.57 | | 3-Month | 168 | 225 | 74.67 | | 6-Month | 167 | 221 | 75.57 | | 1-Year | 114 | 205 | 55.61 | | 3-Year | 35 | 134 | 26.12 | | 5-Year | 13 | 52 | 25.00 |
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0.41% Nasdaq 
0.02 (0.18%) 
Performance
