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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.67% | | 5-Year Average Return: | 0.72% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 20.63% | |
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% |
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| 1-Year: | 19.63% | | 3-Year: | -3.24% | | 5-Year: | 0.97% | | 10-Year: | -2.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCPLX | Category | Diff | Index* | Diff | | Year To Date | -3.67 | -2.97 | -0.7 | -3.60 | -0.07 | | 1-Month | -3.67 | -2.97 | -0.7 | -3.60 | -0.07 | | 3-Month | 3.20 | 3.98 | -0.78 | 4.16 | -0.96 | | 1-Year | 26.05 | 32.89 | -6.84 | 33.14 | -7.09 | | 3-Year | -4.87 | -8.60 | 3.73 | -7.24 | 2.37 | | 5-Year | 0.72 | -0.19 | 0.91 | 0.18 | 0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.34 | 47.48 | -11.14 | 45.76 | -9.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.30 | -17.06 | 5.76 | -18.25 | 6.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCPLX | Category | Diff | | 2009 | | | 20.63 | 24.13 | -3.50 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SCPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.06 | 11.33 | 14.26 | 5.45 | | 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 | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1007 | 1325 | 76.00 | | 1-Month | 357 | 1325 | 26.94 | | 3-Month | 827 | 1313 | 62.99 | | 6-Month | 1010 | 1296 | 77.93 | | 1-Year | 863 | 1268 | 68.06 | | 3-Year | 84 | 1104 | 7.61 | | 5-Year | 220 | 914 | 24.07 |
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0.27% Nasdaq 
0.17 (1.22%) 
Performance
