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| Morningstar Return Rating: | High | | Year to Date Return: | 34.16% | | 5-Year Average Return: | 4.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.78% | |
Worst 1-Yr Total Return (2008): | -37.92% | |
Best 3-Yr Total Return (2004-6): | 15.78% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
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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 | SATMX | Category | Diff | Index* | Diff | | Year To Date | 34.16 | 21.65 | 12.51 | 17.05 | 17.11 | | 1-Month | -4.71 | -5.90 | 1.19 | -1.86 | -2.85 | | 3-Month | 4.01 | 2.07 | 1.94 | 5.48 | -1.47 | | 1-Year | 27.06 | 13.17 | 13.89 | 9.80 | 17.26 | | 3-Year | -3.37 | -7.45 | 4.08 | -7.02 | 3.65 | | 5-Year | 4.87 | 0.22 | 4.65 | 0.33 | 4.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.61 | 52.20 | 21.41 | 45.76 | 27.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.87 | -18.89 | 10.02 | -18.25 | 9.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SATMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.92 | -41.55 | 3.63 | | 2007 | | | 5.65 | 7.59 | -1.94 | | 2006 | | | 13.45 | 10.81 | 2.64 | | 2005 | | | 14.20 | 6.02 | 8.18 | | 2004 | | | 19.78 | 12.41 | 7.37 | | 2003 | | | 62.90 | 45.54 | 17.36 | | 2002 | | | -14.35 | -27.88 | 13.53 | | 2001 | | | 38.16 | -8.91 | 47.07 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SATMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.31 | 34.96 | 17.62 | N/A | | 2008 | -18.38 | 3.10 | -7.17 | -20.53 | | 2007 | 0.46 | 10.24 | 0.00 | -4.60 | | 2006 | 15.69 | -7.32 | -1.41 | 7.32 | | 2005 | -6.65 | 1.94 | 13.68 | 5.56 | | 2004 | 6.02 | 3.74 | -2.99 | 12.26 | | 2003 | -2.85 | 30.60 | 13.77 | 12.85 | | 2002 | 6.53 | -3.50 | -19.82 | 3.92 | | 2001 | 2.78 | 29.03 | -14.65 | 22.07 | | 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 | 86 | 790 | 10.89 | | 1-Month | 623 | 820 | 75.98 | | 3-Month | 294 | 819 | 35.90 | | 6-Month | 32 | 800 | 4.00 | | 1-Year | 49 | 783 | 6.26 | | 3-Year | 75 | 669 | 11.21 | | 5-Year | 18 | 554 | 3.25 |
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1.00% Nasdaq 0.00%
Performance
