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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.85% | | 5-Year Average Return: | 1.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.98% | |
Worst 1-Yr Total Return (2008): | -32.98% | |
Best 3-Yr Total Return (2005-7): | 9.39% | |
Worst 3-Yr Total Return (2006-8): | -6.75% |
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| 1-Year: | -13.25% | | 3-Year: | -4.55% | | 5-Year: | 0.78% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDGAX | Category | Diff | Index* | Diff | | Year To Date | 14.85 | 24.15 | -9.3 | 17.05 | -2.2 | | 1-Month | -1.77 | -2.25 | 0.48 | -1.86 | 0.09 | | 3-Month | 2.98 | 4.52 | -1.54 | 5.48 | -2.5 | | 1-Year | 7.84 | 15.35 | -7.51 | 9.80 | -1.96 | | 3-Year | -4.22 | -4.95 | 0.73 | -7.02 | 2.8 | | 5-Year | 1.46 | 0.99 | 0.47 | 0.33 | 1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.12 | 42.81 | -9.69 | 45.76 | -12.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.99 | -17.14 | -2.85 | -18.25 | -1.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.98 | -40.67 | 7.69 | | 2007 | | | 11.98 | 13.35 | -1.37 | | 2006 | | | 8.06 | 7.05 | 1.01 | | 2005 | | | 8.16 | 6.71 | 1.45 | | 2004 | | | 7.10 | 7.81 | -0.71 | | 2003 | | | 25.99 | 28.66 | -2.67 | | 2002 | | | -29.60 | -27.64 | -1.96 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SDGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.17 | 13.85 | 10.63 | N/A | | 2008 | -6.58 | 0.38 | -9.21 | -21.28 | | 2007 | 0.65 | 5.96 | 5.07 | -0.07 | | 2006 | 2.95 | -3.76 | 3.73 | 5.14 | | 2005 | -1.57 | 2.51 | 5.07 | 2.03 | | 2004 | 1.73 | 1.36 | -3.43 | 7.56 | | 2003 | -0.62 | 12.39 | 3.46 | 9.03 | | 2002 | -1.29 | -19.69 | -15.44 | 5.04 | | 2001 | N/A | N/A | -20.60 | 14.82 | | 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 | 1621 | 1802 | 89.96 | | 1-Month | 283 | 1890 | 14.97 | | 3-Month | 1224 | 1884 | 64.97 | | 6-Month | 1644 | 1827 | 89.98 | | 1-Year | 1337 | 1797 | 74.40 | | 3-Year | 489 | 1518 | 32.21 | | 5-Year | 388 | 1251 | 31.02 |
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1.23% Nasdaq 
Performance
