|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.60% | | 5-Year Average Return: | 2.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.28% | |
Worst 1-Yr Total Return (2008): | -32.80% | |
Best 3-Yr Total Return (2005-7): | 9.64% | |
Worst 3-Yr Total Return (2006-8): | -6.51% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCGSX | Category | Diff | Index* | Diff | | Year To Date | 21.60 | 31.20 | -9.6 | 24.07 | -2.47 | | 1-Month | 5.64 | 5.67 | -0.03 | 6.00 | -0.36 | | 3-Month | 7.62 | 8.18 | -0.56 | 7.91 | -0.29 | | 1-Year | 22.27 | 34.04 | -11.77 | 25.39 | -3.12 | | 3-Year | -2.72 | -3.89 | 1.17 | -5.79 | 3.07 | | 5-Year | 2.13 | 1.25 | 0.88 | 0.71 | 1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.32 | 43.84 | -10.52 | 45.76 | -12.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.77 | -18.03 | -1.74 | -18.25 | -1.52 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.80 | -40.67 | 7.87 | | 2007 | | | 12.28 | 13.35 | -1.07 | | 2006 | | | 8.29 | 7.05 | 1.24 | | 2005 | | | 8.41 | 6.71 | 1.70 | | 2004 | | | 7.36 | 7.81 | -0.45 | | 2003 | | | 26.32 | 28.66 | -2.34 | | 2002 | | | -29.42 | -27.64 | -1.78 | | 2001 | | | -20.40 | -22.30 | 1.90 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SCGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.10 | 13.93 | 10.70 | N/A | | 2008 | -6.52 | 0.45 | -9.14 | -21.24 | | 2007 | 0.71 | 6.04 | 5.14 | 0.00 | | 2006 | 2.97 | -3.71 | 3.79 | 5.22 | | 2005 | -1.49 | 2.57 | 5.12 | 2.08 | | 2004 | 1.79 | 1.42 | -3.31 | 7.55 | | 2003 | -0.56 | 12.48 | 3.52 | 9.09 | | 2002 | -1.23 | -19.63 | -15.40 | 5.09 | | 2001 | -17.78 | 6.04 | -20.55 | 14.91 | | 2000 | N/A | N/A | N/A | -11.37 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1563 | 1818 | 85.97 | | 1-Month | 324 | 1906 | 17.00 | | 3-Month | 571 | 1904 | 29.99 | | 6-Month | 1548 | 1866 | 82.96 | | 1-Year | 1342 | 1815 | 73.94 | | 3-Year | 419 | 1537 | 27.26 | | 5-Year | 299 | 1273 | 23.49 |
|
|
|
|
|
0.02% Nasdaq 0.00%
Performance
