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| Morningstar Return Rating: | High | | Year to Date Return: | 22.91% | | 5-Year Average Return: | 3.97% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 10.05% | |
Worst 1-Yr Total Return (2008): | -31.45% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SCUVX | Category | Diff | Index* | Diff | | Year To Date | 22.91 | 25.65 | -2.74 | 24.07 | -1.16 | | 1-Month | 1.89 | 3.38 | -1.49 | 6.00 | -4.11 | | 3-Month | 3.38 | 3.71 | -0.33 | 7.91 | -4.53 | | 1-Year | 27.43 | 31.83 | -4.4 | 25.39 | 2.04 | | 3-Year | -2.40 | -7.28 | 4.88 | -5.79 | 3.39 | | 5-Year | 3.97 | -0.38 | 4.35 | 0.71 | 3.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.76 | 53.06 | -3.3 | 45.76 | 4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.59 | -19.68 | 3.09 | -18.25 | 1.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCUVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.45 | -41.55 | 10.10 | | 2007 | | | 10.05 | 7.59 | 2.46 | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCUVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.11 | 19.60 | 14.97 | N/A | | 2008 | -8.13 | 2.85 | -5.59 | -23.16 | | 2007 | 4.38 | 5.99 | 0.91 | -1.42 | | 2006 | N/A | N/A | 1.15 | 8.63 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 479 | 786 | 60.94 | | 1-Month | 408 | 816 | 50.00 | | 3-Month | 358 | 815 | 43.93 | | 6-Month | 457 | 802 | 56.98 | | 1-Year | 409 | 781 | 52.37 | | 3-Year | 42 | 667 | 6.30 | | 5-Year | | 563 | N/A |
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0.51% Nasdaq 
Performance
