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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.71% | | 5-Year Average Return: | 4.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.41% | |
Worst 1-Yr Total Return (2008): | -7.35% | |
Best 3-Yr Total Return (2004-6): | 3.53% | |
Worst 3-Yr Total Return (2006-8): | 0.14% |
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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 | SCXIX | Category | Diff | Index* | Diff | | Year To Date | 18.71 | 14.86 | 3.85 | 7.61 | 11.1 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 5.01 | 3.76 | 1.25 | 2.86 | 2.15 | | 1-Year | 23.69 | 18.84 | 4.85 | 11.63 | 12.06 | | 3-Year | 4.32 | 4.58 | -0.26 | 6.40 | -2.08 | | 5-Year | 4.14 | 4.20 | -0.06 | 5.49 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.02 | 13.91 | 2.11 | 7.06 | 8.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.83 | 6.57 | 0.26 | 7.94 | -1.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCXIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.35 | -4.70 | -2.65 | | 2007 | | | 3.83 | 4.70 | -0.87 | | 2006 | | | 4.39 | 4.15 | 0.24 | | 2005 | | | 1.83 | 1.80 | 0.03 | | 2004 | | | 4.41 | 3.91 | 0.50 | | 2003 | | | 3.76 | 5.10 | -1.34 | | 2002 | | | 8.83 | 8.04 | 0.79 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCXIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.84 | 6.00 | 7.96 | N/A | | 2008 | 0.03 | -1.50 | -3.39 | -2.67 | | 2007 | 1.44 | -0.85 | 1.91 | 1.29 | | 2006 | -0.46 | -0.34 | 3.92 | 1.26 | | 2005 | -0.45 | 2.52 | -0.57 | 0.34 | | 2004 | 2.41 | -1.98 | 3.00 | 0.98 | | 2003 | 1.27 | 3.00 | 0.01 | -0.53 | | 2002 | -0.19 | 3.58 | 3.24 | 1.96 | | 2001 | N/A | N/A | N/A | -1.13 | | 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 | 258 | 1126 | 22.91 | | 1-Month | 560 | 1168 | 47.95 | | 3-Month | 138 | 1158 | 11.92 | | 6-Month | 205 | 1140 | 17.98 | | 1-Year | 205 | 1120 | 18.30 | | 3-Year | 554 | 970 | 57.11 | | 5-Year | 444 | 854 | 51.99 |
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0.01% Nasdaq 
Performance
