|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.14% | | 5-Year Average Return: | 3.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.22% | |
Worst 1-Yr Total Return (2008): | -0.19% | |
Best 3-Yr Total Return (2005-7): | 2.54% | |
Worst 3-Yr Total Return (2006-8): | 2.01% |
|
| 1-Year: | 3.62% | | 3-Year: | 2.63% | | 5-Year: | 2.49% | | 10-Year: | 3.35% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFCIX | Category | Diff | Index* | Diff | | Year To Date | 8.14 | 10.09 | -1.95 | 12.53 | -4.39 | | 1-Month | 0.72 | 0.76 | -0.04 | 0.83 | -0.11 | | 3-Month | 1.82 | 1.98 | -0.16 | 2.25 | -0.43 | | 1-Year | 7.74 | 9.79 | -2.05 | 14.17 | -6.43 | | 3-Year | 3.61 | 2.91 | 0.7 | 4.17 | -0.56 | | 5-Year | 3.27 | 3.19 | 0.08 | 4.50 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.35 | 6.96 | -2.61 | 9.40 | -5.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.81 | 2.98 | 0.83 | 5.67 | -1.86 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.19 | -3.59 | 3.40 | | 2007 | | | 3.04 | 2.50 | 0.54 | | 2006 | | | 3.22 | 3.71 | -0.49 | | 2005 | | | 1.37 | 1.89 | -0.52 | | 2004 | | | 2.51 | 2.57 | -0.06 | | 2003 | | | 2.34 | 3.27 | -0.93 | | 2002 | | | 6.07 | 7.66 | -1.59 | | 2001 | | | 4.20 | 4.42 | -0.22 | | 2000 | | | 6.80 | 11.07 | -4.27 | | 1999 | | | 0.04 | -2.78 | 2.82 |
|
| PAST QUARTERLY RETURNS (%) FOR
SFCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.17 | 1.62 | 2.65 | N/A | | 2008 | 0.36 | 0.49 | -0.28 | -0.75 | | 2007 | 0.67 | 0.13 | 1.39 | 0.82 | | 2006 | 0.13 | 0.16 | 2.22 | 0.68 | | 2005 | -0.61 | 1.71 | -0.13 | 0.41 | | 2004 | 0.83 | -1.37 | 2.39 | 0.68 | | 2003 | 0.40 | 1.27 | 0.38 | 0.28 | | 2002 | 0.08 | 2.88 | 3.05 | -0.03 | | 2001 | 1.70 | 0.47 | 2.06 | -0.07 | | 2000 | 1.51 | 1.42 | 1.60 | 2.11 | | 1999 | N/A | N/A | N/A | -0.13 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 77 | 61.04 | | 1-Month | 62 | 79 | 78.48 | | 3-Month | 7 | 79 | 8.86 | | 6-Month | 46 | 77 | 59.74 | | 1-Year | 44 | 77 | 57.14 | | 3-Year | 21 | 72 | 29.17 | | 5-Year | 26 | 64 | 40.63 |
|
|
|
|
|
0.10% Nasdaq 0.00%
Performance
