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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.40% | | 5-Year Average Return: | -0.91% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 27.23% | |
Worst 1-Yr Total Return (2008): | -46.53% | |
Best 3-Yr Total Return (2004-6): | 19.16% | |
Worst 3-Yr Total Return (2006-8): | -18.73% |
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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 | SCMVX | Category | Diff | Index* | Diff | | Year To Date | 37.40 | 19.19 | 18.21 | 17.05 | 20.35 | | 1-Month | -9.31 | -5.16 | -4.15 | -1.86 | -7.45 | | 3-Month | 8.78 | 4.11 | 4.67 | 5.48 | 3.3 | | 1-Year | 26.25 | 11.22 | 15.03 | 9.80 | 16.45 | | 3-Year | -13.40 | -7.72 | -5.68 | -7.02 | -6.38 | | 5-Year | -0.91 | 1.02 | -1.93 | 0.33 | -1.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 107.20 | 60.83 | 46.37 | 45.76 | 61.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.20 | -15.36 | 2.16 | -18.25 | 5.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCMVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.53 | -32.24 | -14.29 | | 2007 | | | -17.08 | -6.08 | -11.00 | | 2006 | | | 21.08 | 16.27 | 4.81 | | 2005 | | | 9.82 | 6.40 | 3.42 | | 2004 | | | 27.23 | 21.14 | 6.09 | | 2003 | | | 106.05 | 42.38 | 63.67 | | 2002 | | | -14.85 | -10.12 | -4.73 | | 2001 | | | 19.37 | 15.92 | 3.45 | | 2000 | | | 17.20 | 18.64 | -1.44 | | 1999 | | | 47.07 | 6.78 | 40.29 |
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| PAST QUARTERLY RETURNS (%) FOR
SCMVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.82 | 39.11 | 35.84 | N/A | | 2008 | -4.16 | -15.82 | -4.72 | -30.44 | | 2007 | 6.23 | 2.48 | -19.21 | -5.71 | | 2006 | 14.35 | -5.22 | 0.49 | 11.17 | | 2005 | -4.24 | 3.88 | 9.04 | 1.25 | | 2004 | 6.06 | 2.60 | -1.05 | 18.17 | | 2003 | -7.88 | 35.71 | 21.56 | 35.59 | | 2002 | 10.75 | -2.22 | -28.86 | 10.53 | | 2001 | 2.51 | 14.11 | -17.05 | 23.02 | | 2000 | 5.73 | 2.31 | 5.06 | 3.12 | | 1999 | N/A | N/A | N/A | 4.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 39 | 390 | 10.00 | | 1-Month | 401 | 406 | 98.77 | | 3-Month | 214 | 405 | 52.84 | | 6-Month | 11 | 396 | 2.78 | | 1-Year | 21 | 381 | 5.51 | | 3-Year | 264 | 317 | 83.28 | | 5-Year | 175 | 242 | 72.31 |
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1.21% Nasdaq 
0.16 (1.26%) 
Performance
