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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.81% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.74% | |
Worst 1-Yr Total Return (2008): | -23.82% | |
Best 3-Yr Total Return (2004-6): | 6.90% | |
Worst 3-Yr Total Return (2006-8): | -4.84% |
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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 | SCRIX | Category | Diff | Index* | Diff | | Year To Date | 17.81 | 19.41 | -1.6 | N/A | N/A | | 1-Month | 2.56 | 2.38 | 0.18 | N/A | N/A | | 3-Month | 4.39 | 4.88 | -0.49 | N/A | N/A | | 1-Year | 22.56 | 23.37 | -0.81 | N/A | N/A | | 3-Year | -2.16 | 0.45 | -2.61 | N/A | N/A | | 5-Year | 1.56 | 2.90 | -1.34 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.23 | 25.19 | 0.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.31 | -3.19 | -4.12 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.82 | -18.61 | -5.21 | | 2007 | | | 4.04 | 4.53 | -0.49 | | 2006 | | | 8.74 | 8.16 | 0.58 | | 2005 | | | 4.37 | 2.97 | 1.40 | | 2004 | | | 7.64 | 5.46 | 2.18 | | 2003 | | | 13.87 | 12.34 | 1.53 | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.17 | 10.91 | 8.56 | N/A | | 2008 | -4.52 | -1.39 | -8.00 | -12.05 | | 2007 | 2.01 | 1.72 | 1.22 | -0.95 | | 2006 | 2.20 | -1.00 | 3.66 | 3.68 | | 2005 | -1.19 | 2.20 | 2.12 | 1.21 | | 2004 | 3.11 | -1.53 | 1.21 | 4.73 | | 2003 | -0.98 | 7.98 | 1.63 | 4.79 | | 2002 | N/A | N/A | -5.57 | 3.81 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 415 | 639 | 64.95 | | 1-Month | 445 | 655 | 67.94 | | 3-Month | 411 | 653 | 62.94 | | 6-Month | 433 | 647 | 66.92 | | 1-Year | 323 | 635 | 50.87 | | 3-Year | 390 | 514 | 75.88 | | 5-Year | 236 | 349 | 67.62 |
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