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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.87% | | 5-Year Average Return: | -1.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.31% | |
Worst 1-Yr Total Return (2008): | -42.46% | |
Best 3-Yr Total Return (2004-6): | 9.86% | |
Worst 3-Yr Total Return (2006-8): | -14.20% |
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| 1-Year: | -1.34% | | 3-Year: | -5.62% | | 5-Year: | 0.19% | | 10-Year: | 4.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCCCX | Category | Diff | Index* | Diff | | Year To Date | 35.87 | 31.20 | 4.67 | 24.07 | 11.8 | | 1-Month | 4.21 | 5.67 | -1.46 | 6.00 | -1.79 | | 3-Month | 6.79 | 8.18 | -1.39 | 7.91 | -1.12 | | 1-Year | 39.26 | 34.04 | 5.22 | 25.39 | 13.87 | | 3-Year | -7.38 | -3.89 | -3.49 | -5.79 | -1.59 | | 5-Year | -1.03 | 1.25 | -2.28 | 0.71 | -1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.96 | 43.84 | 7.12 | 45.76 | 5.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.67 | -18.03 | -0.64 | -18.25 | -0.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.46 | -40.67 | -1.79 | | 2007 | | | 0.05 | 13.35 | -13.30 | | 2006 | | | 9.72 | 7.05 | 2.67 | | 2005 | | | 6.65 | 6.71 | -0.06 | | 2004 | | | 13.31 | 7.81 | 5.50 | | 2003 | | | 42.52 | 28.66 | 13.86 | | 2002 | | | -25.27 | -27.64 | 2.37 | | 2001 | | | 0.83 | -22.30 | 23.13 | | 2000 | | | 18.04 | -13.05 | 31.09 | | 1999 | | | 22.15 | 38.87 | -16.72 |
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| PAST QUARTERLY RETURNS (%) FOR
SCCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.86 | 21.22 | 12.61 | N/A | | 2008 | -9.44 | 1.00 | -14.57 | -26.36 | | 2007 | -0.36 | 6.12 | -0.07 | -5.31 | | 2006 | 3.67 | -6.55 | 4.96 | 7.90 | | 2005 | -0.89 | 1.67 | 5.73 | 0.12 | | 2004 | 3.61 | 0.22 | -1.44 | 10.72 | | 2003 | -0.67 | 19.92 | 3.49 | 15.61 | | 2002 | 0.00 | -14.90 | -24.03 | 15.59 | | 2001 | -0.86 | 5.47 | -13.33 | 11.26 | | 2000 | 12.73 | 3.69 | 1.18 | -0.19 | | 1999 | N/A | N/A | N/A | 13.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 527 | 1818 | 28.99 | | 1-Month | 1734 | 1906 | 90.98 | | 3-Month | 1789 | 1904 | 93.96 | | 6-Month | 1791 | 1866 | 95.98 | | 1-Year | 422 | 1815 | 23.25 | | 3-Year | 1197 | 1537 | 77.88 | | 5-Year | 959 | 1273 | 75.33 |
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0.26% Nasdaq 
Performance
