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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.76% | | 5-Year Average Return: | 3.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.90% | |
Worst 1-Yr Total Return (2008): | -17.22% | |
Best 3-Yr Total Return (2004-6): | 7.46% | |
Worst 3-Yr Total Return (2006-8): | -1.82% |
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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 | SATIX | Category | Diff | Index* | Diff | | Year To Date | 14.76 | 17.79 | -3.03 | N/A | N/A | | 1-Month | -0.70 | -0.70 | 0 | N/A | N/A | | 3-Month | 4.19 | 4.94 | -0.75 | N/A | N/A | | 1-Year | 16.60 | 16.37 | 0.23 | N/A | N/A | | 3-Year | 0.18 | -0.93 | 1.11 | N/A | N/A | | 5-Year | 3.56 | 2.56 | 1 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.34 | 29.60 | -3.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.43 | -4.67 | 1.24 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SATIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.22 | -22.46 | 5.24 | | 2007 | | | 4.04 | 5.22 | -1.18 | | 2006 | | | 9.90 | 8.58 | 1.32 | | 2005 | | | 5.14 | 3.68 | 1.46 | | 2004 | | | 7.39 | 6.82 | 0.57 | | 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
SATIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.42 | 9.87 | 10.04 | N/A | | 2008 | -2.25 | -0.74 | -6.28 | -8.97 | | 2007 | 1.66 | 1.32 | 1.61 | -0.60 | | 2006 | 2.60 | -0.57 | 3.87 | 3.72 | | 2005 | -0.86 | 1.99 | 2.21 | 1.73 | | 2004 | 2.05 | -0.96 | 0.26 | 5.97 | | 2003 | N/A | N/A | 2.12 | 5.98 | | 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 | 171 | 214 | 79.91 | | 1-Month | 116 | 229 | 50.66 | | 3-Month | 159 | 225 | 70.67 | | 6-Month | 159 | 221 | 71.95 | | 1-Year | 109 | 205 | 53.17 | | 3-Year | 28 | 134 | 20.90 | | 5-Year | 8 | 52 | 15.38 |
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0.18% Nasdaq 
0.01 (0.09%) 
Performance
