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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.45% | | 5-Year Average Return: | 1.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.00% | |
Worst 1-Yr Total Return (2008): | -33.54% | |
Best 3-Yr Total Return (2005-7): | 8.47% | |
Worst 3-Yr Total Return (2006-8): | -7.51% |
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| 1-Year: | -9.59% | | 3-Year: | -3.44% | | 5-Year: | 1.14% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDGCX | Category | Diff | Index* | Diff | | Year To Date | 20.45 | 31.20 | -10.75 | 24.07 | -3.62 | | 1-Month | 5.54 | 5.67 | -0.13 | 6.00 | -0.46 | | 3-Month | 7.33 | 8.18 | -0.85 | 7.91 | -0.58 | | 1-Year | 21.02 | 34.04 | -13.02 | 25.39 | -4.37 | | 3-Year | -3.79 | -3.89 | 0.1 | -5.79 | 2 | | 5-Year | 1.04 | 1.25 | -0.21 | 0.71 | 0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.56 | 43.84 | -11.28 | 45.76 | -13.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.60 | -18.03 | -2.57 | -18.25 | -2.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.54 | -40.67 | 7.13 | | 2007 | | | 11.00 | 13.35 | -2.35 | | 2006 | | | 7.24 | 7.05 | 0.19 | | 2005 | | | 7.21 | 6.71 | 0.50 | | 2004 | | | 6.31 | 7.81 | -1.50 | | 2003 | | | 25.04 | 28.66 | -3.62 | | 2002 | | | -30.14 | -27.64 | -2.50 | | 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
SDGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.33 | 13.64 | 10.41 | N/A | | 2008 | -6.79 | 0.18 | -9.38 | -21.46 | | 2007 | 0.41 | 5.71 | 4.86 | -0.28 | | 2006 | 2.74 | -3.94 | 3.54 | 4.94 | | 2005 | -1.76 | 2.27 | 4.82 | 1.80 | | 2004 | 1.56 | 1.14 | -3.56 | 7.31 | | 2003 | -0.82 | 12.21 | 3.26 | 8.81 | | 2002 | -1.48 | -19.83 | -15.62 | 4.83 | | 2001 | N/A | N/A | -20.74 | 14.57 | | 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 | 1618 | 1818 | 89.00 | | 1-Month | 419 | 1906 | 21.98 | | 3-Month | 685 | 1904 | 35.98 | | 6-Month | 1642 | 1866 | 88.00 | | 1-Year | 1387 | 1815 | 76.42 | | 3-Year | 622 | 1537 | 40.47 | | 5-Year | 546 | 1273 | 42.89 |
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0.51% Nasdaq 
Performance
