|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 44.26% | | 5-Year Average Return: | 6.02% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.76% | |
Worst 1-Yr Total Return (2008): | -46.97% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SCVEX | Category | Diff | Index* | Diff | | Year To Date | 44.26 | 29.35 | 14.91 | 29.91 | 14.35 | | 1-Month | 5.02 | 3.83 | 1.19 | 2.00 | 3.02 | | 3-Month | 9.28 | 6.09 | 3.19 | 4.58 | 4.7 | | 1-Year | 52.03 | 38.30 | 13.73 | 37.72 | 14.31 | | 3-Year | -3.55 | -5.68 | 2.13 | -5.52 | 1.97 | | 5-Year | 6.02 | 4.12 | 1.9 | 4.13 | 1.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.41 | 57.56 | 5.85 | 59.35 | 4.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.88 | -15.07 | 2.19 | -14.95 | 2.07 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCVEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.97 | -43.99 | -2.98 | | 2007 | | | 13.76 | 12.71 | 1.05 | | 2006 | | | N/A | 24.77 | N/A | | 2005 | | | N/A | 14.72 | N/A | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SCVEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.50 | 27.48 | 17.14 | N/A | | 2008 | -10.71 | -0.45 | -21.83 | -23.68 | | 2007 | 1.98 | 9.36 | 2.34 | -0.33 | | 2006 | N/A | N/A | 4.62 | 9.77 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 824 | 3.88 | | 1-Month | 67 | 847 | 7.91 | | 3-Month | 25 | 844 | 2.96 | | 6-Month | 100 | 839 | 11.92 | | 1-Year | 44 | 817 | 5.39 | | 3-Year | 127 | 612 | 20.75 | | 5-Year | | 462 | N/A |
|
|
|
|
|
0.02% Nasdaq 
Performance
