|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.89% | | 5-Year Average Return: | 1.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.18% | |
Worst 1-Yr Total Return (2008): | -28.87% | |
Best 3-Yr Total Return (2005-7): | 6.95% | |
Worst 3-Yr Total Return (2006-8): | -4.18% |
|
| 1-Year: | -4.63% | | 3-Year: | -3.21% | | 5-Year: | 1.09% | | 10-Year: | -1.20% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCPLX | Category | Diff | Index* | Diff | | Year To Date | 18.89 | 21.73 | -2.84 | 24.07 | -5.18 | | 1-Month | 5.58 | 5.16 | 0.42 | 6.00 | -0.42 | | 3-Month | 7.16 | 6.45 | 0.71 | 7.91 | -0.75 | | 1-Year | 19.98 | 24.67 | -4.69 | 25.39 | -5.41 | | 3-Year | -3.09 | -7.33 | 4.24 | -5.79 | 2.7 | | 5-Year | 1.07 | 0.27 | 0.8 | 0.71 | 0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.34 | 47.53 | -11.19 | 45.76 | -9.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.30 | -16.99 | 5.69 | -18.25 | 6.95 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.87 | -37.09 | 8.22 | | 2007 | | | 5.57 | 1.42 | 4.15 | | 2006 | | | 17.18 | 18.15 | -0.97 | | 2005 | | | -1.12 | 5.95 | -7.07 | | 2004 | | | 2.28 | 12.97 | -10.69 | | 2003 | | | 23.52 | 28.44 | -4.92 | | 2002 | | | -27.15 | -18.69 | -8.46 | | 2001 | | | -15.59 | -4.99 | -10.60 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SCPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.06 | 11.33 | 14.26 | N/A | | 2008 | -7.29 | -4.41 | -4.67 | -15.82 | | 2007 | 0.39 | 6.32 | 0.87 | -1.95 | | 2006 | 4.74 | -0.18 | 6.19 | 5.55 | | 2005 | -1.57 | -1.26 | 1.43 | 0.30 | | 2004 | 1.14 | 0.18 | -4.85 | 6.09 | | 2003 | -2.88 | 13.25 | 2.02 | 10.09 | | 2002 | -4.36 | -13.57 | -16.95 | 6.12 | | 2001 | -13.14 | 5.23 | -15.42 | 9.17 | | 2000 | N/A | N/A | N/A | -9.85 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 801 | 1293 | 61.95 | | 1-Month | 548 | 1338 | 40.96 | | 3-Month | 318 | 1329 | 23.93 | | 6-Month | 580 | 1320 | 43.94 | | 1-Year | 792 | 1280 | 61.88 | | 3-Year | 69 | 1088 | 6.34 | | 5-Year | 237 | 917 | 25.85 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
