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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.68% | | 5-Year Average Return: | -2.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.49% | |
Worst 1-Yr Total Return (2008): | -45.36% | |
Best 3-Yr Total Return (2004-6): | 11.81% | |
Worst 3-Yr Total Return (2006-8): | -13.27% |
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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 | SDGDX | Category | Diff | Index* | Diff | | Year To Date | 23.68 | 25.10 | -1.42 | 24.07 | -0.39 | | 1-Month | 4.73 | 5.28 | -0.55 | 6.00 | -1.27 | | 3-Month | 6.12 | 7.01 | -0.89 | 7.91 | -1.79 | | 1-Year | 28.58 | 28.01 | 0.57 | 25.39 | 3.19 | | 3-Year | -10.76 | -5.87 | -4.89 | -5.79 | -4.97 | | 5-Year | -2.05 | 0.64 | -2.69 | 0.71 | -2.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.24 | 46.08 | 2.16 | 45.76 | 2.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.38 | -17.41 | -6.97 | -18.25 | -6.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.36 | -37.79 | -7.57 | | 2007 | | | 3.37 | 6.16 | -2.79 | | 2006 | | | 15.49 | 14.17 | 1.32 | | 2005 | | | 7.85 | 5.88 | 1.97 | | 2004 | | | 12.23 | 10.02 | 2.21 | | 2003 | | | 28.67 | 27.05 | 1.62 | | 2002 | | | -22.02 | -22.25 | 0.23 | | 2001 | | | -15.53 | -13.50 | -2.03 | | 2000 | | | -13.37 | -6.31 | -7.06 | | 1999 | | | 27.06 | 20.16 | 6.90 |
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| PAST QUARTERLY RETURNS (%) FOR
SDGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.09 | 19.24 | 15.47 | N/A | | 2008 | -11.31 | -1.45 | -15.51 | -26.00 | | 2007 | 2.35 | 5.77 | -0.07 | -4.44 | | 2006 | 6.46 | -2.27 | 3.15 | 7.61 | | 2005 | -2.31 | 1.32 | 6.54 | 2.27 | | 2004 | 2.88 | 0.00 | -1.40 | 10.64 | | 2003 | -5.41 | 16.04 | 3.85 | 12.89 | | 2002 | 0.82 | -10.31 | -18.77 | 6.16 | | 2001 | -13.93 | 5.65 | -17.34 | 12.37 | | 2000 | 3.44 | -5.12 | -1.75 | -10.16 | | 1999 | N/A | N/A | N/A | 17.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1010 | 2021 | 49.98 | | 1-Month | 1521 | 2113 | 71.98 | | 3-Month | 1275 | 2091 | 60.98 | | 6-Month | 1197 | 2064 | 57.99 | | 1-Year | 847 | 2011 | 42.12 | | 3-Year | 1391 | 1707 | 81.49 | | 5-Year | 1076 | 1360 | 79.12 |
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0.16% Nasdaq 
0.05%
Performance
