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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.77% | | 5-Year Average Return: | 2.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.35% | |
Worst 1-Yr Total Return (2008): | -32.75% | |
Best 3-Yr Total Return (2005-7): | 9.78% | |
Worst 3-Yr Total Return (2006-8): | -6.43% |
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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 | SDGTX | Category | Diff | Index* | Diff | | Year To Date | 21.77 | 31.20 | -9.43 | 24.07 | -2.3 | | 1-Month | 5.64 | 5.67 | -0.03 | 6.00 | -0.36 | | 3-Month | 7.64 | 8.18 | -0.54 | 7.91 | -0.27 | | 1-Year | 22.45 | 34.04 | -11.59 | 25.39 | -2.94 | | 3-Year | -2.63 | -3.89 | 1.26 | -5.79 | 3.16 | | 5-Year | 2.26 | 1.25 | 1.01 | 0.71 | 1.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.48 | 43.84 | -10.36 | 45.76 | -12.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.65 | -18.03 | -1.62 | -18.25 | -1.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.75 | -40.67 | 7.92 | | 2007 | | | 12.35 | 13.35 | -1.00 | | 2006 | | | 8.43 | 7.05 | 1.38 | | 2005 | | | 8.60 | 6.71 | 1.89 | | 2004 | | | 7.66 | 7.81 | -0.15 | | 2003 | | | 26.45 | 28.66 | -2.21 | | 2002 | | | N/A | -27.64 | N/A | | 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
SDGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.03 | 13.98 | 10.72 | N/A | | 2008 | -6.49 | 0.47 | -9.14 | -21.21 | | 2007 | 0.73 | 6.06 | 5.16 | 0.01 | | 2006 | 3.02 | -3.67 | 3.81 | 5.25 | | 2005 | -1.45 | 2.59 | 5.16 | 2.14 | | 2004 | 1.84 | 1.50 | -3.31 | 7.71 | | 2003 | -0.53 | 12.52 | 3.52 | 9.13 | | 2002 | N/A | N/A | N/A | 5.06 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1563 | 1818 | 85.97 | | 1-Month | 324 | 1906 | 17.00 | | 3-Month | 571 | 1904 | 29.99 | | 6-Month | 1548 | 1866 | 82.96 | | 1-Year | 1336 | 1815 | 73.61 | | 3-Year | 408 | 1537 | 26.55 | | 5-Year | 285 | 1273 | 22.39 |
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0.03% Nasdaq 0.00%
Performance
