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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.25% | | 5-Year Average Return: | 1.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.80% | |
Worst 1-Yr Total Return (2008): | -36.01% | |
Best 3-Yr Total Return (2004-6): | 9.72% | |
Worst 3-Yr Total Return (2006-8): | -7.32% |
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| 1-Year: | -6.46% | | 3-Year: | -3.78% | | 5-Year: | 1.80% | | 10-Year: | 1.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCSCX | Category | Diff | Index* | Diff | | Year To Date | 19.25 | 18.65 | 0.6 | 17.05 | 2.2 | | 1-Month | -1.42 | -2.18 | 0.76 | -1.86 | 0.44 | | 3-Month | 4.94 | 5.08 | -0.14 | 5.48 | -0.54 | | 1-Year | 10.36 | 11.86 | -1.5 | 9.80 | 0.56 | | 3-Year | -5.13 | -6.78 | 1.65 | -7.02 | 1.89 | | 5-Year | 1.66 | 0.49 | 1.17 | 0.33 | 1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.85 | 45.26 | -1.41 | 45.76 | -1.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.82 | -15.99 | -1.83 | -18.25 | 0.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.01 | -37.79 | 1.78 | | 2007 | | | 8.38 | 6.16 | 2.22 | | 2006 | | | 14.80 | 14.17 | 0.63 | | 2005 | | | 6.14 | 5.88 | 0.26 | | 2004 | | | 8.40 | 10.02 | -1.62 | | 2003 | | | 27.76 | 27.05 | 0.71 | | 2002 | | | -17.82 | -22.25 | 4.43 | | 2001 | | | -10.83 | -13.50 | 2.67 | | 2000 | | | 9.48 | -6.31 | 15.79 | | 1999 | | | 2.18 | 20.16 | -17.98 |
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| PAST QUARTERLY RETURNS (%) FOR
SCSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.99 | 17.24 | 13.37 | N/A | | 2008 | -7.80 | -1.09 | -10.17 | -21.89 | | 2007 | 0.28 | 6.92 | 4.41 | -3.18 | | 2006 | 4.34 | -1.44 | 5.13 | 6.18 | | 2005 | -0.42 | -0.20 | 3.83 | 2.86 | | 2004 | -0.14 | 2.60 | -1.07 | 6.94 | | 2003 | -7.57 | 17.49 | 3.07 | 14.14 | | 2002 | 2.80 | -10.75 | -16.44 | 7.18 | | 2001 | -7.00 | 1.25 | -10.82 | 6.18 | | 2000 | 0.20 | -0.03 | 5.30 | 3.78 | | 1999 | N/A | N/A | N/A | 5.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 845 | 2013 | 41.98 | | 1-Month | 443 | 2110 | 21.00 | | 3-Month | 731 | 2090 | 34.98 | | 6-Month | 1311 | 2049 | 63.98 | | 1-Year | 966 | 1999 | 48.32 | | 3-Year | 316 | 1694 | 18.65 | | 5-Year | 242 | 1352 | 17.90 |
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