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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.83% | | 5-Year Average Return: | 6.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.46% | |
Worst 1-Yr Total Return (2008): | -46.90% | |
Best 3-Yr Total Return (2004-6): | 19.28% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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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 | SCIEX | Category | Diff | Index* | Diff | | Year To Date | 37.83 | 24.47 | 13.36 | 27.36 | 10.47 | | 1-Month | -0.44 | -2.54 | 2.1 | -1.25 | 0.81 | | 3-Month | 5.88 | 5.67 | 0.21 | 8.10 | -2.22 | | 1-Year | 35.28 | 25.04 | 10.24 | 27.71 | 7.57 | | 3-Year | -4.18 | -5.94 | 1.76 | -5.22 | 1.04 | | 5-Year | 6.41 | 4.57 | 1.84 | 5.10 | 1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.77 | 57.09 | 6.68 | 59.35 | 4.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.69 | -14.01 | 1.32 | -14.95 | 2.26 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.90 | -43.99 | -2.91 | | 2007 | | | 14.05 | 12.71 | 1.34 | | 2006 | | | 24.46 | 24.77 | -0.31 | | 2005 | | | 18.32 | 14.72 | 3.60 | | 2004 | | | 15.24 | 17.39 | -2.15 | | 2003 | | | 32.93 | 33.58 | -0.65 | | 2002 | | | -19.76 | -16.69 | -3.07 | | 2001 | | | -25.81 | -21.67 | -4.14 | | 2000 | | | -2.29 | -16.34 | 14.05 | | 1999 | | | 30.99 | 40.28 | -9.29 |
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| PAST QUARTERLY RETURNS (%) FOR
SCIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.35 | 27.44 | 17.25 | N/A | | 2008 | -10.69 | -0.36 | -21.77 | -23.72 | | 2007 | 1.98 | 9.44 | 2.42 | -0.21 | | 2006 | 9.54 | -1.22 | 4.72 | 9.83 | | 2005 | -1.29 | 0.52 | 11.56 | 6.89 | | 2004 | 2.79 | -0.86 | -0.72 | 13.91 | | 2003 | -13.00 | 20.88 | 9.09 | 15.87 | | 2002 | 2.08 | -5.81 | -22.38 | 7.52 | | 2001 | -16.72 | -3.19 | -14.27 | 7.32 | | 2000 | 2.94 | -0.32 | -8.12 | 3.63 | | 1999 | N/A | N/A | N/A | 21.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 827 | 5.93 | | 1-Month | 34 | 850 | 4.00 | | 3-Month | 575 | 847 | 67.89 | | 6-Month | 67 | 838 | 8.00 | | 1-Year | 47 | 803 | 5.85 | | 3-Year | 131 | 600 | 21.83 | | 5-Year | 75 | 466 | 16.09 |
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0.28% Nasdaq 
0.35%
Performance
