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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.11% | | 5-Year Average Return: | 7.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.33% | |
Worst 1-Yr Total Return (2008): | -24.40% | |
Best 3-Yr Total Return (2004-6): | 13.81% | |
Worst 3-Yr Total Return (2006-8): | -3.43% |
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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 | SCEMX | Category | Diff | Index* | Diff | | Year To Date | 33.11 | 32.12 | 0.99 | 7.61 | 25.5 | | 1-Month | 1.27 | 1.44 | -0.17 | 1.29 | -0.02 | | 3-Month | 7.48 | 6.67 | 0.81 | 2.86 | 4.62 | | 1-Year | 44.49 | 41.79 | 2.7 | 11.63 | 32.86 | | 3-Year | 2.17 | 5.50 | -3.33 | 6.40 | -4.23 | | 5-Year | 7.02 | 7.74 | -0.72 | 5.49 | 1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.08 | 33.40 | -1.32 | 7.06 | 25.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.07 | 2.19 | -8.26 | 7.94 | -14.01 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.40 | -17.64 | -6.76 | | 2007 | | | 4.21 | 5.36 | -1.15 | | 2006 | | | 14.33 | 10.99 | 3.34 | | 2005 | | | 13.10 | 11.50 | 1.60 | | 2004 | | | 14.00 | 12.31 | 1.69 | | 2003 | | | 30.35 | 30.83 | -0.48 | | 2002 | | | 13.79 | 12.69 | 1.10 | | 2001 | | | 10.46 | 12.83 | -2.37 | | 2000 | | | 10.02 | 12.68 | -2.66 | | 1999 | | | 22.71 | 29.58 | -6.87 |
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| PAST QUARTERLY RETURNS (%) FOR
SCEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.64 | 12.32 | 12.36 | N/A | | 2008 | -1.16 | -0.26 | -6.76 | -17.75 | | 2007 | 2.69 | 0.08 | 0.08 | 1.32 | | 2006 | 3.41 | -4.01 | 7.96 | 6.69 | | 2005 | -1.95 | 8.09 | 5.05 | 1.59 | | 2004 | 3.13 | -6.63 | 10.42 | 7.22 | | 2003 | 7.94 | 11.98 | 1.70 | 6.04 | | 2002 | 9.31 | -5.62 | -3.35 | 14.12 | | 2001 | 2.68 | 3.82 | -4.82 | 8.87 | | 2000 | 4.10 | 0.19 | 4.33 | 1.11 | | 1999 | N/A | N/A | N/A | 11.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 43 | 112 | 38.39 | | 1-Month | 41 | 113 | 36.28 | | 3-Month | 11 | 113 | 9.73 | | 6-Month | 43 | 112 | 38.39 | | 1-Year | 35 | 108 | 32.41 | | 3-Year | 54 | 73 | 73.97 | | 5-Year | 36 | 53 | 67.92 |
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