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| Morningstar Return Rating: | High | | Year to Date Return: | -2.87% | | 5-Year Average Return: | 5.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 32.33% | |
Worst 1-Yr Total Return (2008): | -31.29% | |
Best 3-Yr Total Return (2005-7): | 12.35% | |
Worst 3-Yr Total Return (2006-8): | -2.89% |
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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 | SCUIX | Category | Diff | Index* | Diff | | Year To Date | -2.87 | -4.40 | 1.53 | -3.60 | 0.73 | | 1-Month | -2.87 | -4.40 | 1.53 | -3.60 | 0.73 | | 3-Month | 6.23 | 6.57 | -0.34 | 4.16 | 2.07 | | 1-Year | 40.42 | 39.62 | 0.8 | 33.14 | 7.28 | | 3-Year | -1.43 | -6.96 | 5.53 | -7.24 | 5.81 | | 5-Year | 5.19 | 0.25 | 4.94 | 0.18 | 5.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.92 | 52.98 | -3.06 | 45.76 | 4.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.38 | -19.59 | 3.21 | -18.25 | 1.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCUIX | Category | Diff | | 2009 | | | 32.33 | 35.46 | -3.13 | | 2008 | | | -31.29 | -41.55 | 10.26 | | 2007 | | | 10.27 | 7.59 | 2.68 | | 2006 | | | 20.86 | 10.81 | 10.05 | | 2005 | | | 6.42 | 6.02 | 0.40 | | 2004 | | | 25.29 | 12.41 | 12.88 | | 2003 | | | 37.14 | 45.54 | -8.40 | | 2002 | | | -18.87 | -27.88 | 9.01 | | 2001 | | | 11.56 | -8.91 | 20.47 | | 2000 | | | 31.23 | -3.85 | 35.08 |
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| PAST QUARTERLY RETURNS (%) FOR
SCUIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.00 | 19.71 | 15.06 | 5.59 | | 2008 | -8.06 | 2.94 | -5.52 | -23.16 | | 2007 | 4.46 | 6.02 | 0.99 | -1.41 | | 2006 | 13.44 | -3.12 | 1.20 | 8.67 | | 2005 | -3.42 | 3.70 | 4.50 | 1.68 | | 2004 | 7.97 | 1.52 | 0.91 | 13.27 | | 2003 | -5.14 | 18.05 | 8.61 | 12.76 | | 2002 | 2.60 | -9.47 | -17.37 | 5.71 | | 2001 | -5.15 | 13.26 | -10.92 | 16.57 | | 2000 | 18.14 | 2.19 | 7.75 | 0.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 112 | 807 | 13.88 | | 1-Month | 96 | 807 | 11.90 | | 3-Month | 208 | 803 | 25.90 | | 6-Month | 422 | 798 | 52.88 | | 1-Year | 238 | 769 | 30.95 | | 3-Year | 26 | 670 | 3.88 | | 5-Year | 21 | 554 | 3.79 |
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1.52% Nasdaq 0.00%
Performance
