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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.66% | | 5-Year Average Return: | 0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.26% | |
Worst 1-Yr Total Return (2008): | -33.21% | |
Best 3-Yr Total Return (2004-6): | 8.77% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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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 | SDMDX | Category | Diff | Index* | Diff | | Year To Date | 21.66 | 22.21 | -0.55 | N/A | N/A | | 1-Month | 3.26 | 3.58 | -0.32 | N/A | N/A | | 3-Month | 5.36 | 5.74 | -0.38 | N/A | N/A | | 1-Year | 26.81 | 26.14 | 0.67 | N/A | N/A | | 3-Year | -5.34 | -2.18 | -3.16 | N/A | N/A | | 5-Year | 0.24 | 2.20 | -1.96 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.03 | 33.99 | 1.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.67 | -9.13 | -4.54 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.21 | -28.00 | -5.21 | | 2007 | | | 3.39 | 5.99 | -2.60 | | 2006 | | | 11.26 | 11.29 | -0.03 | | 2005 | | | 5.60 | 5.13 | 0.47 | | 2004 | | | 9.52 | 8.86 | 0.66 | | 2003 | | | 20.52 | 20.35 | 0.17 | | 2002 | | | -10.20 | -12.02 | 1.82 | | 2001 | | | -7.91 | -5.05 | -2.86 | | 2000 | | | -5.96 | 1.82 | -7.78 | | 1999 | | | 15.72 | 10.71 | 5.01 |
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| PAST QUARTERLY RETURNS (%) FOR
SDMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.18 | 14.98 | 11.66 | N/A | | 2008 | -7.14 | -1.38 | -11.15 | -17.91 | | 2007 | 2.03 | 3.10 | 0.57 | -2.27 | | 2006 | 3.84 | -1.60 | 3.46 | 5.25 | | 2005 | -1.66 | 1.85 | 3.86 | 1.51 | | 2004 | 2.79 | -1.09 | 0.58 | 7.09 | | 2003 | -2.21 | 11.06 | 2.54 | 8.22 | | 2002 | 0.59 | -5.17 | -10.70 | 5.43 | | 2001 | -8.34 | 3.55 | -9.72 | 7.47 | | 2000 | 2.75 | -3.09 | -0.54 | -5.04 | | 1999 | N/A | N/A | N/A | 10.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 651 | 1184 | 54.98 | | 1-Month | 801 | 1233 | 64.96 | | 3-Month | 602 | 1229 | 48.98 | | 6-Month | 676 | 1208 | 55.96 | | 1-Year | 511 | 1183 | 43.20 | | 3-Year | 705 | 932 | 75.64 | | 5-Year | 566 | 784 | 72.19 |
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0.24% Nasdaq 
0.14%
Performance
