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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.54% | | 5-Year Average Return: | 1.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.46% | |
Worst 1-Yr Total Return (2008): | -35.71% | |
Best 3-Yr Total Return (2004-6): | 11.62% | |
Worst 3-Yr Total Return (2006-8): | -8.71% |
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| 1-Year: | -6.03% | | 3-Year: | -6.08% | | 5-Year: | 1.40% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAUAX | Category | Diff | Index* | Diff | | Year To Date | 19.54 | 22.49 | -2.95 | N/A | N/A | | 1-Month | -2.38 | -2.24 | -0.14 | N/A | N/A | | 3-Month | 5.31 | 5.56 | -0.25 | N/A | N/A | | 1-Year | 15.51 | 17.11 | -1.6 | N/A | N/A | | 3-Year | -6.90 | -5.95 | -0.95 | N/A | N/A | | 5-Year | 1.07 | 1.26 | -0.19 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.11 | 48.07 | 1.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.01 | -11.37 | -4.64 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.71 | -37.94 | 2.23 | | 2007 | | | 1.60 | 6.21 | -4.61 | | 2006 | | | 16.46 | 14.67 | 1.79 | | 2005 | | | 7.71 | 7.41 | 0.30 | | 2004 | | | 10.86 | 11.71 | -0.85 | | 2003 | | | N/A | 26.65 | N/A | | 2002 | | | N/A | -16.99 | N/A | | 2001 | | | N/A | -13.81 | N/A | | 2000 | | | N/A | -10.06 | N/A | | 1999 | | | N/A | 20.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SAUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.43 | 19.01 | 16.17 | N/A | | 2008 | -7.47 | -0.85 | -11.42 | -20.89 | | 2007 | 1.58 | 3.56 | 0.66 | -4.06 | | 2006 | 5.70 | -1.02 | 4.27 | 6.76 | | 2005 | -1.22 | 1.39 | 4.72 | 2.70 | | 2004 | 2.48 | 0.16 | -1.93 | 10.14 | | 2003 | N/A | N/A | 3.11 | 11.04 | | 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 | 162 | 196 | 82.65 | | 1-Month | 91 | 212 | 42.92 | | 3-Month | 106 | 208 | 50.96 | | 6-Month | 115 | 206 | 55.83 | | 1-Year | 99 | 184 | 53.80 | | 3-Year | 67 | 102 | 65.69 | | 5-Year | 20 | 41 | 48.78 |
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