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| Morningstar Return Rating: | Below average | | Year to Date Return: | 69.19% | | 5-Year Average Return: | 14.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.72% | |
Worst 1-Yr Total Return (2008): | -55.26% | |
Best 3-Yr Total Return (2005-7): | 35.30% | |
Worst 3-Yr Total Return (2006-8): | -6.08% |
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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 | SDMGX | Category | Diff | Index* | Diff | | Year To Date | 69.19 | 67.76 | 1.43 | 29.91 | 39.28 | | 1-Month | 7.96 | 5.36 | 2.6 | 2.00 | 5.96 | | 3-Month | 16.96 | 13.28 | 3.68 | 4.58 | 12.38 | | 1-Year | 80.67 | 80.33 | 0.34 | 37.72 | 42.95 | | 3-Year | 3.13 | 2.54 | 0.59 | -5.52 | 8.65 | | 5-Year | 14.30 | 13.59 | 0.71 | 4.13 | 10.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 83.05 | 85.38 | -2.33 | 59.35 | 23.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.44 | -8.10 | -9.34 | -14.95 | -2.49 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.26 | -54.44 | -0.82 | | 2007 | | | 40.72 | 36.68 | 4.04 | | 2006 | | | 31.59 | 32.06 | -0.47 | | 2005 | | | 33.77 | 31.54 | 2.23 | | 2004 | | | 16.54 | 23.54 | -7.00 | | 2003 | | | 45.96 | 55.19 | -9.23 | | 2002 | | | -18.37 | -6.05 | -12.32 | | 2001 | | | -12.01 | -3.83 | -8.18 | | 2000 | | | -30.18 | -30.33 | 0.15 | | 1999 | | | 82.50 | 70.56 | 11.94 |
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| PAST QUARTERLY RETURNS (%) FOR
SDMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.14 | 32.98 | 20.52 | N/A | | 2008 | -13.43 | 2.53 | -27.22 | -30.73 | | 2007 | 3.24 | 14.93 | 13.95 | 4.08 | | 2006 | 12.05 | -3.12 | 4.95 | 15.50 | | 2005 | 3.83 | 4.01 | 17.27 | 5.63 | | 2004 | 5.43 | -9.10 | 6.98 | 13.67 | | 2003 | -4.36 | 19.41 | 10.84 | 15.31 | | 2002 | 4.02 | -10.60 | -14.81 | 3.04 | | 2001 | -7.17 | -0.22 | -21.81 | 21.50 | | 2000 | 8.18 | -12.45 | -11.84 | -16.39 | | 1999 | N/A | N/A | N/A | 48.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 167 | 365 | 45.75 | | 1-Month | 76 | 381 | 19.95 | | 3-Month | 48 | 376 | 12.77 | | 6-Month | 41 | 373 | 10.99 | | 1-Year | 152 | 354 | 42.94 | | 3-Year | 96 | 260 | 36.92 | | 5-Year | 60 | 194 | 30.93 |
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0.47% Nasdaq 
Performance
