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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.57% | | 5-Year Average Return: | 1.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.71% | |
Worst 1-Yr Total Return (2008): | -16.32% | |
Best 3-Yr Total Return (2004-6): | 4.22% | |
Worst 3-Yr Total Return (2006-8): | -3.04% |
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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 | SDCDX | Category | Diff | Index* | Diff | | Year To Date | 10.57 | 16.51 | -5.94 | N/A | N/A | | 1-Month | -0.36 | -0.33 | -0.03 | N/A | N/A | | 3-Month | 2.56 | 4.50 | -1.94 | N/A | N/A | | 1-Year | 9.87 | 15.92 | -6.05 | N/A | N/A | | 3-Year | -1.24 | 0.19 | -1.43 | N/A | N/A | | 5-Year | 1.06 | 2.75 | -1.69 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.70 | 25.13 | -8.43 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.20 | -3.25 | -0.95 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDCDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.32 | -18.61 | 2.29 | | 2007 | | | 3.06 | 4.53 | -1.47 | | 2006 | | | 5.71 | 8.16 | -2.45 | | 2005 | | | 2.38 | 2.97 | -0.59 | | 2004 | | | 4.59 | 5.46 | -0.87 | | 2003 | | | 9.03 | 12.34 | -3.31 | | 2002 | | | -2.26 | -3.11 | 0.85 | | 2001 | | | 0.27 | -0.39 | 0.66 | | 2000 | | | 4.94 | 4.28 | 0.66 | | 1999 | | | 3.76 | 5.85 | -2.09 |
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| PAST QUARTERLY RETURNS (%) FOR
SDCDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.33 | 7.49 | 5.70 | N/A | | 2008 | -2.93 | -1.22 | -4.86 | -8.28 | | 2007 | 1.46 | 0.80 | 1.13 | -0.35 | | 2006 | 1.02 | -0.71 | 2.95 | 2.37 | | 2005 | -1.05 | 1.91 | 0.82 | 0.71 | | 2004 | 2.10 | -1.35 | 1.04 | 2.77 | | 2003 | -0.20 | 5.27 | 0.70 | 3.06 | | 2002 | -0.28 | -1.57 | -2.94 | 2.60 | | 2001 | -2.07 | 2.30 | -2.28 | 2.43 | | 2000 | 2.82 | -0.09 | 2.41 | -0.25 | | 1999 | N/A | N/A | N/A | 3.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 573 | 637 | 89.95 | | 1-Month | 502 | 644 | 77.95 | | 3-Month | 605 | 644 | 93.94 | | 6-Month | 580 | 638 | 90.91 | | 1-Year | 413 | 633 | 65.24 | | 3-Year | 287 | 506 | 56.72 | | 5-Year | 222 | 343 | 64.72 |
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