|
| Morningstar Return Rating: | Average | | Year to Date Return: | 40.66% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.07% | |
Worst 1-Yr Total Return (2008): | -50.97% | |
Best 3-Yr Total Return (2005-7): | 16.38% | |
Worst 3-Yr Total Return (2006-8): | -12.37% |
|
| 1-Year: | -8.22% | | 3-Year: | -3.42% | | 5-Year: | 3.54% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCEAX | Category | Diff | Index* | Diff | | Year To Date | 40.66 | 25.80 | 14.86 | 17.05 | 23.61 | | 1-Month | -2.61 | -4.37 | 1.76 | -1.86 | -0.75 | | 3-Month | 5.42 | 4.09 | 1.33 | 5.48 | -0.06 | | 1-Year | 28.72 | 16.23 | 12.49 | 9.80 | 18.92 | | 3-Year | -4.19 | -5.36 | 1.17 | -7.02 | 2.83 | | 5-Year | 3.99 | 1.68 | 2.31 | 0.33 | 3.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.94 | 47.87 | 23.07 | 45.76 | 25.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.15 | -19.87 | -1.28 | -18.25 | -2.9 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.97 | -43.77 | -7.20 | | 2007 | | | 25.07 | 15.09 | 9.98 | | 2006 | | | 9.74 | 9.00 | 0.74 | | 2005 | | | 14.85 | 9.84 | 5.01 | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SCEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.97 | 29.32 | 17.52 | N/A | | 2008 | -22.61 | 0.73 | -6.73 | -32.57 | | 2007 | 3.55 | 12.63 | 6.99 | 0.24 | | 2006 | 12.75 | -6.76 | -3.29 | 7.93 | | 2005 | -4.98 | 8.24 | 4.35 | 7.01 | | 2004 | N/A | -0.30 | -11.42 | 13.12 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 848 | 6.96 | | 1-Month | 216 | 901 | 23.97 | | 3-Month | 341 | 898 | 37.97 | | 6-Month | 69 | 868 | 7.95 | | 1-Year | 41 | 847 | 4.84 | | 3-Year | 215 | 749 | 28.70 | | 5-Year | 101 | 636 | 15.88 |
|
|
|
|
|
1.00% Nasdaq 0.00%
Performance
