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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.79% | | 5-Year Average Return: | -0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.94% | |
Worst 1-Yr Total Return (2008): | -48.84% | |
Best 3-Yr Total Return (2005-7): | 10.01% | |
Worst 3-Yr Total Return (2006-8): | -14.94% |
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| 1-Year: | 0.23% | | 3-Year: | -4.13% | | 5-Year: | 1.33% | | 10-Year: | 1.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCLCX | Category | Diff | Index* | Diff | | Year To Date | 33.79 | 25.80 | 7.99 | 17.05 | 16.74 | | 1-Month | -6.19 | -4.37 | -1.82 | -1.86 | -4.33 | | 3-Month | 3.16 | 4.09 | -0.93 | 5.48 | -2.32 | | 1-Year | 22.72 | 16.23 | 6.49 | 9.80 | 12.92 | | 3-Year | -6.72 | -5.36 | -1.36 | -7.02 | 0.3 | | 5-Year | -0.39 | 1.68 | -2.07 | 0.33 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.34 | 47.87 | 10.47 | 45.76 | 12.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.26 | -19.87 | -1.39 | -18.25 | -3.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.84 | -43.77 | -5.07 | | 2007 | | | 14.94 | 15.09 | -0.15 | | 2006 | | | 4.65 | 9.00 | -4.35 | | 2005 | | | 10.67 | 9.84 | 0.83 | | 2004 | | | 7.25 | 13.23 | -5.98 | | 2003 | | | 33.84 | 35.96 | -2.12 | | 2002 | | | -33.86 | -27.24 | -6.62 | | 2001 | | | -15.69 | -19.98 | 4.29 | | 2000 | | | 7.03 | -4.78 | 11.81 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.00 | 19.69 | 20.37 | N/A | | 2008 | -13.19 | 13.69 | -26.96 | -29.02 | | 2007 | 6.00 | 8.19 | 7.01 | -6.33 | | 2006 | 6.28 | -7.49 | 1.31 | 5.06 | | 2005 | -0.50 | 2.74 | 6.31 | 1.83 | | 2004 | 5.66 | 0.38 | -8.03 | 9.96 | | 2003 | -4.01 | 13.82 | 7.01 | 14.47 | | 2002 | -5.59 | -18.22 | -20.37 | 7.57 | | 2001 | -22.25 | 22.44 | -29.73 | 26.05 | | 2000 | 22.03 | 5.45 | 12.77 | -26.24 | | 1999 | N/A | N/A | N/A | 42.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 848 | 19.93 | | 1-Month | 837 | 901 | 92.90 | | 3-Month | 763 | 898 | 84.97 | | 6-Month | 251 | 868 | 28.92 | | 1-Year | 177 | 847 | 20.90 | | 3-Year | 421 | 749 | 56.21 | | 5-Year | 395 | 636 | 62.11 |
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0.00% Nasdaq 
Performance
