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| Morningstar Return Rating: | High | | Year to Date Return: | 49.94% | | 5-Year Average Return: | 4.35% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.12% | |
Worst 1-Yr Total Return (2008): | -43.53% | |
Best 3-Yr Total Return (2005-7): | 11.57% | |
Worst 3-Yr Total Return (2006-8): | -9.87% |
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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 | SCATX | Category | Diff | Index* | Diff | | Year To Date | 49.94 | 31.20 | 18.74 | 24.07 | 25.87 | | 1-Month | 6.83 | 5.67 | 1.16 | 6.00 | 0.83 | | 3-Month | 13.78 | 8.18 | 5.6 | 7.91 | 5.87 | | 1-Year | 57.86 | 34.04 | 23.82 | 25.39 | 32.47 | | 3-Year | 0.92 | -3.89 | 4.81 | -5.79 | 6.71 | | 5-Year | 4.35 | 1.25 | 3.1 | 0.71 | 3.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.62 | 43.84 | 18.78 | 45.76 | 16.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.46 | -18.03 | -1.43 | -18.25 | -1.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.53 | -40.67 | -2.86 | | 2007 | | | 23.12 | 13.35 | 9.77 | | 2006 | | | 5.32 | 7.05 | -1.73 | | 2005 | | | 7.11 | 6.71 | 0.40 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.52 | 23.29 | 19.62 | N/A | | 2008 | -16.75 | 4.90 | -10.22 | -27.98 | | 2007 | 4.72 | 8.54 | 7.07 | 1.16 | | 2006 | 6.81 | -6.70 | 0.79 | 4.87 | | 2005 | -7.57 | 3.04 | 5.50 | 6.60 | | 2004 | N/A | 3.04 | -7.07 | 13.11 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 72 | 1818 | 3.96 | | 1-Month | 819 | 1906 | 42.97 | | 3-Month | 76 | 1904 | 3.99 | | 6-Month | 18 | 1866 | 0.96 | | 1-Year | 41 | 1815 | 2.26 | | 3-Year | 63 | 1537 | 4.10 | | 5-Year | 98 | 1273 | 7.70 |
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0.83% Nasdaq 
Performance
