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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.06% | | 5-Year Average Return: | 0.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.50% | |
Worst 1-Yr Total Return (2008): | -41.41% | |
Best 3-Yr Total Return (2004-6): | 13.53% | |
Worst 3-Yr Total Return (2006-8): | -12.07% |
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| 1-Year: | -12.98% | | 3-Year: | -7.66% | | 5-Year: | 0.82% | | 10-Year: | 1.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCAIX | Category | Diff | Index* | Diff | | Year To Date | 28.06 | 30.74 | -2.68 | 24.07 | 3.99 | | 1-Month | 4.82 | 4.28 | 0.54 | 6.00 | -1.18 | | 3-Month | 5.86 | 5.45 | 0.41 | 7.91 | -2.05 | | 1-Year | 31.59 | 36.41 | -4.82 | 25.39 | 6.2 | | 3-Year | -7.55 | -6.04 | -1.51 | -5.79 | -1.76 | | 5-Year | 0.60 | 0.99 | -0.39 | 0.71 | -0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.72 | 54.55 | -4.83 | 45.76 | 3.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.23 | -16.09 | -5.14 | -18.25 | -2.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCAIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.41 | -39.18 | -2.23 | | 2007 | | | 4.93 | 4.85 | 0.08 | | 2006 | | | 10.55 | 14.03 | -3.48 | | 2005 | | | 13.61 | 9.25 | 4.36 | | 2004 | | | 16.50 | 16.30 | 0.20 | | 2003 | | | 28.46 | 36.28 | -7.82 | | 2002 | | | -29.06 | -16.55 | -12.51 | | 2001 | | | 1.88 | -3.12 | 5.00 | | 2000 | | | -3.42 | 6.36 | -9.78 | | 1999 | | | 15.69 | 20.92 | -5.23 |
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| PAST QUARTERLY RETURNS (%) FOR
SCAIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.59 | 17.77 | 17.80 | N/A | | 2008 | -10.12 | 0.03 | -10.48 | -27.20 | | 2007 | 4.81 | 4.14 | 0.16 | -4.03 | | 2006 | 6.04 | -2.39 | -0.31 | 7.14 | | 2005 | 0.96 | 4.93 | 5.81 | 1.36 | | 2004 | 3.45 | 0.04 | -0.23 | 12.83 | | 2003 | -3.90 | 13.94 | 3.91 | 12.91 | | 2002 | -6.55 | -12.44 | -14.21 | 1.05 | | 2001 | -12.50 | 17.72 | -19.62 | 23.04 | | 2000 | 11.16 | -1.49 | 1.23 | -12.87 | | 1999 | N/A | N/A | N/A | 21.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 211 | 450 | 46.89 | | 1-Month | 47 | 479 | 9.81 | | 3-Month | 166 | 476 | 34.87 | | 6-Month | 184 | 472 | 38.98 | | 1-Year | 235 | 450 | 52.22 | | 3-Year | 202 | 367 | 55.04 | | 5-Year | 161 | 293 | 54.95 |
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0.47% Nasdaq 
Performance
