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| Morningstar Return Rating: | Average | | Year to Date Return: | 36.72% | | 5-Year Average Return: | -0.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.24% | |
Worst 1-Yr Total Return (2008): | -42.06% | |
Best 3-Yr Total Return (2004-6): | 10.76% | |
Worst 3-Yr Total Return (2006-8): | -13.58% |
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| 1-Year: | -5.46% | | 3-Year: | -6.83% | | 5-Year: | -0.26% | | 10-Year: | 4.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCCAX | Category | Diff | Index* | Diff | | Year To Date | 36.72 | 31.20 | 5.52 | 24.07 | 12.65 | | 1-Month | 4.25 | 5.67 | -1.42 | 6.00 | -1.75 | | 3-Month | 6.96 | 8.18 | -1.22 | 7.91 | -0.95 | | 1-Year | 40.29 | 34.04 | 6.25 | 25.39 | 14.9 | | 3-Year | -6.75 | -3.89 | -2.86 | -5.79 | -0.96 | | 5-Year | -0.31 | 1.25 | -1.56 | 0.71 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.53 | 43.84 | 7.69 | 45.76 | 5.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.14 | -18.03 | -0.11 | -18.25 | 0.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.06 | -40.67 | -1.39 | | 2007 | | | 0.69 | 13.35 | -12.66 | | 2006 | | | 10.63 | 7.05 | 3.58 | | 2005 | | | 7.52 | 6.71 | 0.81 | | 2004 | | | 14.24 | 7.81 | 6.43 | | 2003 | | | 43.75 | 28.66 | 15.09 | | 2002 | | | -24.64 | -27.64 | 3.00 | | 2001 | | | 1.56 | -22.30 | 23.86 | | 2000 | | | 18.93 | -13.05 | 31.98 | | 1999 | | | 23.11 | 38.87 | -15.76 |
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| PAST QUARTERLY RETURNS (%) FOR
SCCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.71 | 21.41 | 12.83 | N/A | | 2008 | -9.29 | 1.17 | -14.40 | -26.25 | | 2007 | -0.17 | 6.35 | 0.10 | -5.26 | | 2006 | 3.90 | -6.35 | 5.15 | 8.14 | | 2005 | -0.69 | 1.89 | 5.94 | 0.30 | | 2004 | 3.81 | 0.43 | -1.24 | 10.96 | | 2003 | -0.43 | 20.13 | 3.73 | 15.85 | | 2002 | 0.21 | -14.79 | -23.85 | 15.91 | | 2001 | -0.66 | 5.63 | -13.14 | 11.43 | | 2000 | 12.98 | 3.84 | 1.36 | 0.01 | | 1999 | N/A | N/A | N/A | 13.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 472 | 1818 | 25.96 | | 1-Month | 1734 | 1906 | 90.98 | | 3-Month | 1789 | 1904 | 93.96 | | 6-Month | 1772 | 1866 | 94.96 | | 1-Year | 386 | 1815 | 21.27 | | 3-Year | 1158 | 1537 | 75.34 | | 5-Year | 868 | 1273 | 68.19 |
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0.41% Nasdaq 
Performance
