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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.68% | | 5-Year Average Return: | 0.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.81% | |
Worst 1-Yr Total Return (2008): | -48.44% | |
Best 3-Yr Total Return (2005-7): | 10.84% | |
Worst 3-Yr Total Return (2006-8): | -14.29% |
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| 1-Year: | -3.85% | | 3-Year: | -5.28% | | 5-Year: | 0.90% | | 10-Year: | 1.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCFIX | Category | Diff | Index* | Diff | | Year To Date | 34.68 | 25.80 | 8.88 | 17.05 | 17.63 | | 1-Month | -6.08 | -4.37 | -1.71 | -1.86 | -4.22 | | 3-Month | 3.38 | 4.09 | -0.71 | 5.48 | -2.1 | | 1-Year | 23.70 | 16.23 | 7.47 | 9.80 | 13.9 | | 3-Year | -6.01 | -5.36 | -0.65 | -7.02 | 1.01 | | 5-Year | 0.38 | 1.68 | -1.3 | 0.33 | 0.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.06 | 47.87 | 11.19 | 45.76 | 13.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.67 | -19.87 | -0.8 | -18.25 | -2.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.44 | -43.77 | -4.67 | | 2007 | | | 15.81 | 15.09 | 0.72 | | 2006 | | | 5.45 | 9.00 | -3.55 | | 2005 | | | 11.52 | 9.84 | 1.68 | | 2004 | | | 8.15 | 13.23 | -5.08 | | 2003 | | | 34.71 | 35.96 | -1.25 | | 2002 | | | -33.32 | -27.24 | -6.08 | | 2001 | | | -15.05 | -19.98 | 4.93 | | 2000 | | | 7.72 | -4.78 | 12.50 | | 1999 | | | 50.71 | 60.49 | -9.78 |
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| PAST QUARTERLY RETURNS (%) FOR
SCFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.82 | 19.92 | 20.56 | N/A | | 2008 | -13.00 | 13.88 | -26.85 | -28.86 | | 2007 | 6.19 | 8.39 | 7.20 | -6.13 | | 2006 | 6.43 | -7.28 | 1.47 | 5.30 | | 2005 | -0.31 | 2.89 | 6.58 | 2.01 | | 2004 | 5.95 | 0.53 | -7.87 | 10.21 | | 2003 | -3.89 | 14.05 | 7.24 | 14.60 | | 2002 | -5.39 | -18.12 | -20.16 | 7.81 | | 2001 | -22.09 | 22.64 | -29.58 | 26.26 | | 2000 | 22.25 | 5.69 | 12.92 | -26.17 | | 1999 | N/A | N/A | N/A | 43.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 144 | 848 | 16.98 | | 1-Month | 837 | 901 | 92.90 | | 3-Month | 736 | 898 | 81.96 | | 6-Month | 199 | 868 | 22.93 | | 1-Year | 152 | 847 | 17.95 | | 3-Year | 382 | 749 | 51.00 | | 5-Year | 356 | 636 | 55.97 |
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0.34% Nasdaq 0.00%
Performance
