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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.05% | | 5-Year Average Return: | 3.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 30.07% | |
Worst 1-Yr Total Return (2008): | -46.93% | |
Best 3-Yr Total Return (2005-7): | 12.22% | |
Worst 3-Yr Total Return (2006-8): | -10.84% |
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| 1-Year: | 6.14% | | 3-Year: | 0.82% | | 5-Year: | 5.57% | | 10-Year: | -9.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCMPX | Category | Diff | Index* | Diff | | Year To Date | 42.05 | 44.15 | -2.1 | 17.05 | 25 | | 1-Month | -2.34 | -3.44 | 1.1 | -1.86 | -0.48 | | 3-Month | 5.63 | 4.68 | 0.95 | 5.48 | 0.15 | | 1-Year | 29.31 | 31.89 | -2.58 | 9.80 | 19.51 | | 3-Year | 0.63 | -1.81 | 2.44 | -7.02 | 7.65 | | 5-Year | 3.61 | 2.63 | 0.98 | 0.33 | 3.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.59 | 57.15 | -6.56 | 45.76 | 4.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.77 | -10.30 | -2.47 | -18.25 | 5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCMPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.93 | -45.33 | -1.60 | | 2007 | | | 30.07 | 16.12 | 13.95 | | 2006 | | | 2.68 | 7.08 | -4.40 | | 2005 | | | 5.82 | 5.76 | 0.06 | | 2004 | | | 4.61 | 4.24 | 0.37 | | 2003 | | | 39.34 | 55.77 | -16.43 | | 2002 | | | -50.46 | -42.86 | -7.60 | | 2001 | | | -54.57 | -36.89 | -17.68 | | 2000 | | | -37.12 | -31.36 | -5.76 | | 1999 | | | 166.40 | 129.22 | 37.18 |
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| PAST QUARTERLY RETURNS (%) FOR
SCMPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.98 | 19.85 | 16.72 | N/A | | 2008 | -16.98 | 0.36 | -16.65 | -23.59 | | 2007 | 0.78 | 11.41 | 13.50 | 2.05 | | 2006 | 4.97 | -8.82 | 2.10 | 5.08 | | 2005 | -8.81 | 2.96 | 10.29 | 2.19 | | 2004 | -1.19 | 1.50 | -14.52 | 22.01 | | 2003 | -1.86 | 21.31 | 5.91 | 10.51 | | 2002 | -16.10 | -27.38 | -20.71 | 2.55 | | 2001 | -35.14 | -10.56 | -39.36 | 29.14 | | 2000 | 24.19 | -10.18 | 1.79 | -44.62 | | 1999 | N/A | N/A | N/A | 62.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 220 | 40.91 | | 1-Month | 91 | 234 | 38.89 | | 3-Month | 47 | 228 | 20.61 | | 6-Month | 42 | 222 | 18.92 | | 1-Year | 83 | 212 | 39.15 | | 3-Year | 43 | 203 | 21.18 | | 5-Year | 61 | 190 | 32.11 |
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0.01% Nasdaq 
0.22%
Performance
