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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.87% | | 5-Year Average Return: | -4.42% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.97% | |
Worst 1-Yr Total Return (2008): | -44.23% | |
Best 3-Yr Total Return (2004-6): | 8.15% | |
Worst 3-Yr Total Return (2006-8): | -14.78% |
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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 | SATSX | Category | Diff | Index* | Diff | | Year To Date | 8.87 | 21.65 | -12.78 | 17.05 | -8.18 | | 1-Month | -5.56 | -5.90 | 0.34 | -1.86 | -3.7 | | 3-Month | -1.34 | 2.07 | -3.41 | 5.48 | -6.82 | | 1-Year | -1.78 | 13.17 | -14.95 | 9.80 | -11.58 | | 3-Year | -13.29 | -7.45 | -5.84 | -7.02 | -6.27 | | 5-Year | -4.42 | 0.22 | -4.64 | 0.33 | -4.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.65 | 52.20 | -14.55 | 45.76 | -8.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.17 | -18.89 | -10.28 | -18.25 | -10.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SATSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.23 | -41.55 | -2.68 | | 2007 | | | 11.66 | 7.59 | 4.07 | | 2006 | | | -0.61 | 10.81 | -11.42 | | 2005 | | | 7.89 | 6.02 | 1.87 | | 2004 | | | 17.97 | 12.41 | 5.56 | | 2003 | | | 63.10 | 45.54 | 17.56 | | 2002 | | | -61.46 | -27.88 | -33.58 | | 2001 | | | -42.67 | -8.91 | -33.76 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SATSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.34 | 16.48 | 10.38 | N/A | | 2008 | -16.48 | 3.62 | -9.52 | -28.77 | | 2007 | -3.68 | 9.24 | 7.00 | -0.82 | | 2006 | 10.37 | -14.64 | 0.97 | 4.49 | | 2005 | -10.86 | 9.23 | 9.46 | 1.23 | | 2004 | 7.88 | 1.44 | 0.00 | 7.80 | | 2003 | 10.76 | 34.86 | 7.12 | 1.94 | | 2002 | -20.98 | -41.98 | -19.15 | 3.95 | | 2001 | -46.76 | 36.29 | -31.40 | 15.17 | | 2000 | N/A | 39.01 | 13.98 | -29.66 | | 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 | 734 | 790 | 92.91 | | 1-Month | 303 | 820 | 36.95 | | 3-Month | 548 | 819 | 66.91 | | 6-Month | 728 | 800 | 91.00 | | 1-Year | 632 | 783 | 80.72 | | 3-Year | 540 | 669 | 80.72 | | 5-Year | 458 | 554 | 82.67 |
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0.09% Nasdaq 
0.29%
Performance
