|
| Morningstar Return Rating: | Low | | Year to Date Return: | 17.72% | | 5-Year Average Return: | -1.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.60% | |
Worst 1-Yr Total Return (2008): | -43.24% | |
Best 3-Yr Total Return (2004-6): | 10.58% | |
Worst 3-Yr Total Return (2006-8): | -12.72% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAUSX | Category | Diff | Index* | Diff | | Year To Date | 17.72 | 18.65 | -0.93 | 17.05 | 0.67 | | 1-Month | -2.35 | -2.18 | -0.17 | -1.86 | -0.49 | | 3-Month | 4.44 | 5.08 | -0.64 | 5.48 | -1.04 | | 1-Year | 6.78 | 11.86 | -5.08 | 9.80 | -3.02 | | 3-Year | -10.79 | -6.78 | -4.01 | -7.02 | -3.77 | | 5-Year | -1.97 | 0.49 | -2.46 | 0.33 | -2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.46 | 45.26 | 1.2 | 45.76 | 0.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.75 | -15.99 | -7.76 | -18.25 | -5.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.24 | -37.79 | -5.45 | | 2007 | | | 3.11 | 6.16 | -3.05 | | 2006 | | | 13.60 | 14.17 | -0.57 | | 2005 | | | 6.76 | 5.88 | 0.88 | | 2004 | | | 11.50 | 10.02 | 1.48 | | 2003 | | | 29.10 | 27.05 | 2.05 | | 2002 | | | -23.24 | -22.25 | -0.99 | | 2001 | | | -13.52 | -13.50 | -0.02 | | 2000 | | | -8.01 | -6.31 | -1.70 | | 1999 | | | 20.21 | 20.16 | 0.05 |
|
| PAST QUARTERLY RETURNS (%) FOR
SAUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.90 | 17.70 | 14.95 | N/A | | 2008 | -11.52 | -1.31 | -11.72 | -26.37 | | 2007 | 2.18 | 5.61 | -0.26 | -4.20 | | 2006 | 5.72 | -2.58 | 3.22 | 6.85 | | 2005 | -2.79 | 2.60 | 4.88 | 2.06 | | 2004 | 2.74 | 0.62 | -1.56 | 9.57 | | 2003 | -3.46 | 15.82 | 3.14 | 11.95 | | 2002 | -0.16 | -12.54 | -17.87 | 7.03 | | 2001 | -14.65 | 8.09 | -16.89 | 12.78 | | 2000 | 4.32 | -3.71 | 2.73 | -10.86 | | 1999 | N/A | N/A | N/A | 15.77 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 946 | 2013 | 46.99 | | 1-Month | 991 | 2110 | 46.97 | | 3-Month | 1421 | 2090 | 67.99 | | 6-Month | 1106 | 2049 | 53.98 | | 1-Year | 1203 | 1999 | 60.18 | | 3-Year | 1261 | 1694 | 74.44 | | 5-Year | 994 | 1352 | 73.52 |
|
|
|
|
|
0.02% Nasdaq 
Performance
