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| Morningstar Return Rating: | Average | | Year to Date Return: | -4.38% | | 5-Year Average Return: | -1.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 39.64% | |
Worst 1-Yr Total Return (2008): | -42.46% | |
Best 3-Yr Total Return (2005-7): | 5.40% | |
Worst 3-Yr Total Return (2006-8): | -14.20% |
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| 1-Year: | 38.64% | | 3-Year: | -7.02% | | 5-Year: | -1.21% | | 10-Year: | 3.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCCCX | Category | Diff | Index* | Diff | | Year To Date | -4.38 | -4.87 | 0.49 | -3.60 | -0.78 | | 1-Month | -4.38 | -4.87 | 0.49 | -3.60 | -0.78 | | 3-Month | 2.41 | 3.82 | -1.41 | 4.16 | -1.75 | | 1-Year | 38.29 | 35.76 | 2.53 | 33.14 | 5.15 | | 3-Year | -8.56 | -5.20 | -3.36 | -7.24 | -1.32 | | 5-Year | -1.55 | 0.87 | -2.42 | 0.18 | -1.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.96 | 44.07 | 6.89 | 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 | | | 39.64 | 35.68 | 3.96 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SCCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.86 | 21.22 | 12.61 | 3.19 | | 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 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1373 | 1882 | 72.95 | | 1-Month | 1091 | 1882 | 57.97 | | 3-Month | 1717 | 1867 | 91.97 | | 6-Month | 1767 | 1860 | 95.00 | | 1-Year | 525 | 1787 | 29.38 | | 3-Year | 1210 | 1545 | 78.32 | | 5-Year | 985 | 1265 | 77.87 |
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1.52% Nasdaq 0.00%
Performance
