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| Morningstar Return Rating: | High | | Year to Date Return: | 21.00% | | 5-Year Average Return: | 5.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 25.29% | |
Worst 1-Yr Total Return (2008): | -31.29% | |
Best 3-Yr Total Return (2004-6): | 17.24% | |
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 | 21.00 | 21.65 | -0.65 | 17.05 | 3.95 | | 1-Month | -3.46 | -5.90 | 2.44 | -1.86 | -1.6 | | 3-Month | 1.97 | 2.07 | -0.1 | 5.48 | -3.51 | | 1-Year | 14.95 | 13.17 | 1.78 | 9.80 | 5.15 | | 3-Year | -1.66 | -7.45 | 5.79 | -7.02 | 5.36 | | 5-Year | 5.18 | 0.22 | 4.96 | 0.33 | 4.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.92 | 52.20 | -2.28 | 45.76 | 4.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.38 | -18.89 | 2.51 | -18.25 | 1.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCUIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 13.10 | 64.77 | -51.67 |
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| PAST QUARTERLY RETURNS (%) FOR
SCUIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.00 | 19.71 | 15.06 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 12.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 458 | 790 | 57.97 | | 1-Month | 377 | 820 | 45.98 | | 3-Month | 614 | 819 | 74.97 | | 6-Month | 296 | 800 | 37.00 | | 1-Year | 315 | 783 | 40.23 | | 3-Year | 35 | 669 | 5.23 | | 5-Year | 23 | 554 | 4.15 |
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1.23% Nasdaq 
Performance
