|
| Morningstar Return Rating: | Low | | Year to Date Return: | 30.69% | | 5-Year Average Return: | -4.72% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.72% | |
Worst 1-Yr Total Return (2008): | -54.95% | |
Best 3-Yr Total Return (2004-6): | 17.12% | |
Worst 3-Yr Total Return (2006-8): | -17.88% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCMLX | Category | Diff | Index* | Diff | | Year To Date | 30.69 | 29.38 | 1.31 | 24.07 | 6.62 | | 1-Month | 1.26 | 4.60 | -3.34 | 6.00 | -4.74 | | 3-Month | -1.07 | 5.74 | -6.81 | 7.91 | -8.98 | | 1-Year | 40.72 | 35.63 | 5.09 | 25.39 | 15.33 | | 3-Year | -15.95 | -6.63 | -9.32 | -5.79 | -10.16 | | 5-Year | -4.72 | 1.13 | -5.85 | 0.71 | -5.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.45 | 57.66 | 21.79 | 45.76 | 33.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.06 | -16.45 | -5.61 | -18.25 | -3.81 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCMLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.95 | -36.77 | -18.18 | | 2007 | | | -0.33 | 0.83 | -1.16 | | 2006 | | | 23.34 | 15.87 | 7.47 | | 2005 | | | 4.43 | 8.82 | -4.39 | | 2004 | | | 24.72 | 17.85 | 6.87 | | 2003 | | | 57.85 | 33.85 | 24.00 | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SCMLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.06 | 27.41 | 27.80 | N/A | | 2008 | -10.96 | -7.60 | -22.00 | -29.81 | | 2007 | 2.94 | 10.28 | -7.08 | -5.52 | | 2006 | 6.18 | 2.13 | 3.80 | 9.57 | | 2005 | -2.15 | 1.94 | 3.06 | 1.58 | | 2004 | 6.83 | 4.36 | -1.74 | 13.86 | | 2003 | -3.93 | 22.75 | 9.38 | 22.37 | | 2002 | N/A | N/A | N/A | 12.37 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 176 | 420 | 41.90 | | 1-Month | 443 | 443 | 100.00 | | 3-Month | 438 | 438 | 100.00 | | 6-Month | 383 | 431 | 88.86 | | 1-Year | 178 | 416 | 42.79 | | 3-Year | 293 | 338 | 86.69 | | 5-Year | 205 | 248 | 82.66 |
|
|
|
|
|
0.28% Nasdaq 
Performance
