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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.79% | | 5-Year Average Return: | 0.27% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.29% | |
Worst 1-Yr Total Return (2008): | -36.18% | |
Best 3-Yr Total Return (2004-6): | 12.20% | |
Worst 3-Yr Total Return (2006-8): | -10.61% |
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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 | SAUMX | Category | Diff | Index* | Diff | | Year To Date | 19.79 | 19.13 | 0.66 | 17.05 | 2.74 | | 1-Month | -7.07 | -5.65 | -1.42 | -1.86 | -5.21 | | 3-Month | 1.33 | 2.75 | -1.42 | 5.48 | -4.15 | | 1-Year | 11.39 | 11.45 | -0.06 | 9.80 | 1.59 | | 3-Year | -8.44 | -8.46 | 0.02 | -7.02 | -1.42 | | 5-Year | 0.27 | 0.52 | -0.25 | 0.33 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 64.57 | 57.02 | 7.55 | 45.76 | 18.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.87 | -18.27 | 0.4 | -18.25 | 0.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAUMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.18 | -36.56 | 0.38 | | 2007 | | | -2.56 | -1.10 | -1.46 | | 2006 | | | 14.85 | 15.03 | -0.18 | | 2005 | | | 5.76 | 6.75 | -0.99 | | 2004 | | | 16.29 | 18.94 | -2.65 | | 2003 | | | 49.46 | 43.41 | 6.05 | | 2002 | | | -22.79 | -16.22 | -6.57 | | 2001 | | | 8.88 | 8.92 | -0.04 | | 2000 | | | 6.46 | 11.89 | -5.43 | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SAUMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.40 | 24.06 | 19.98 | N/A | | 2008 | -10.15 | -1.64 | -1.95 | -26.35 | | 2007 | 2.34 | 4.78 | -3.92 | -5.43 | | 2006 | 13.71 | -6.55 | -0.64 | 8.77 | | 2005 | -4.84 | 3.66 | 5.87 | 1.26 | | 2004 | 5.56 | 0.62 | -3.94 | 13.97 | | 2003 | -4.99 | 25.00 | 9.79 | 14.62 | | 2002 | 3.17 | -10.46 | -21.16 | 6.01 | | 2001 | -5.42 | 18.85 | -21.56 | 23.49 | | 2000 | 8.46 | 1.21 | 5.48 | -8.06 | | 1999 | N/A | N/A | N/A | 14.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 230 | 641 | 35.88 | | 1-Month | 575 | 662 | 86.86 | | 3-Month | 404 | 652 | 61.96 | | 6-Month | 265 | 647 | 40.96 | | 1-Year | 211 | 630 | 33.49 | | 3-Year | 237 | 553 | 42.86 | | 5-Year | 199 | 452 | 44.03 |
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0.26% Nasdaq 
0.14 (1.16%) 
Performance
