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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.60% | | 5-Year Average Return: | -0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.26% | |
Worst 1-Yr Total Return (2008): | -41.58% | |
Best 3-Yr Total Return (2004-6): | 9.79% | |
Worst 3-Yr Total Return (2006-8): | -10.84% |
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| 1-Year: | -7.51% | | 3-Year: | -2.61% | | 5-Year: | 2.66% | | 10-Year: | 4.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCSMX | Category | Diff | Index* | Diff | | Year To Date | 31.60 | 25.65 | 5.95 | 24.07 | 7.53 | | 1-Month | 4.31 | 3.38 | 0.93 | 6.00 | -1.69 | | 3-Month | 5.47 | 3.71 | 1.76 | 7.91 | -2.44 | | 1-Year | 35.04 | 31.83 | 3.21 | 25.39 | 9.65 | | 3-Year | -5.45 | -7.28 | 1.83 | -5.79 | 0.34 | | 5-Year | -0.07 | -0.38 | 0.31 | 0.71 | -0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.74 | 53.06 | -3.32 | 45.76 | 3.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.51 | -19.68 | -4.83 | -18.25 | -6.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.58 | -41.55 | -0.03 | | 2007 | | | 8.89 | 7.59 | 1.30 | | 2006 | | | 11.44 | 10.81 | 0.63 | | 2005 | | | 3.93 | 6.02 | -2.09 | | 2004 | | | 14.26 | 12.41 | 1.85 | | 2003 | | | 49.71 | 45.54 | 4.17 | | 2002 | | | -33.30 | -27.88 | -5.42 | | 2001 | | | -7.35 | -8.91 | 1.56 | | 2000 | | | 13.19 | -3.85 | 17.04 | | 1999 | | | 56.28 | 64.77 | -8.49 |
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| PAST QUARTERLY RETURNS (%) FOR
SCSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.94 | 20.72 | 14.77 | N/A | | 2008 | -12.20 | 7.05 | -11.44 | -29.81 | | 2007 | 1.65 | 6.83 | 1.38 | -1.09 | | 2006 | 14.24 | -10.47 | -0.14 | 9.11 | | 2005 | -6.48 | 6.13 | 5.43 | -0.67 | | 2004 | 5.77 | -3.39 | -3.81 | 16.26 | | 2003 | -5.60 | 24.85 | 8.81 | 16.74 | | 2002 | -0.16 | -16.28 | -25.51 | 7.13 | | 2001 | -14.99 | 14.66 | -23.87 | 24.85 | | 2000 | 21.10 | -0.88 | 3.16 | -8.60 | | 1999 | N/A | N/A | N/A | 33.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 220 | 786 | 27.99 | | 1-Month | 399 | 816 | 48.90 | | 3-Month | 220 | 815 | 26.99 | | 6-Month | 272 | 802 | 33.92 | | 1-Year | 189 | 781 | 24.20 | | 3-Year | 206 | 667 | 30.88 | | 5-Year | 224 | 563 | 39.79 |
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0.11% Nasdaq 
Performance
