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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.23% | | 5-Year Average Return: | 2.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.67% | |
Worst 1-Yr Total Return (2008): | -47.04% | |
Best 3-Yr Total Return (2004-6): | 15.73% | |
Worst 3-Yr Total Return (2006-8): | -11.40% |
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| 1-Year: | -2.71% | | 3-Year: | -6.85% | | 5-Year: | 3.03% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFFAX | Category | Diff | Index* | Diff | | Year To Date | 27.23 | 24.47 | 2.76 | 27.36 | -0.13 | | 1-Month | -3.11 | -2.54 | -0.57 | -1.25 | -1.86 | | 3-Month | 5.39 | 5.67 | -0.28 | 8.10 | -2.71 | | 1-Year | 27.06 | 25.04 | 2.02 | 27.71 | -0.65 | | 3-Year | -8.09 | -5.94 | -2.15 | -5.22 | -2.87 | | 5-Year | 2.33 | 4.57 | -2.24 | 5.10 | -2.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.15 | 57.09 | 3.06 | 59.35 | 0.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.40 | -14.01 | -4.39 | -14.95 | -3.45 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.04 | -43.99 | -3.05 | | 2007 | | | 10.66 | 12.71 | -2.05 | | 2006 | | | 18.67 | 24.77 | -6.10 | | 2005 | | | 16.27 | 14.72 | 1.55 | | 2004 | | | 12.34 | 17.39 | -5.05 | | 2003 | | | 33.61 | 33.58 | 0.03 | | 2002 | | | -17.17 | -16.69 | -0.48 | | 2001 | | | -19.35 | -21.67 | 2.32 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.25 | 25.34 | 19.39 | N/A | | 2008 | -8.77 | -2.30 | -22.21 | -23.62 | | 2007 | 3.51 | 6.24 | 2.25 | -1.59 | | 2006 | 7.26 | -1.22 | 3.43 | 8.28 | | 2005 | -1.18 | -1.30 | 11.06 | 7.33 | | 2004 | 2.74 | -1.51 | -1.53 | 12.74 | | 2003 | -9.15 | 17.88 | 7.95 | 15.57 | | 2002 | 0.13 | -3.86 | -20.86 | 8.71 | | 2001 | -13.17 | -0.60 | -15.75 | 10.91 | | 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 | 190 | 827 | 22.97 | | 1-Month | 110 | 850 | 12.94 | | 3-Month | 118 | 847 | 13.93 | | 6-Month | 427 | 838 | 50.95 | | 1-Year | 165 | 803 | 20.55 | | 3-Year | 339 | 600 | 56.50 | | 5-Year | 312 | 466 | 66.95 |
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1.23% Nasdaq 0.00%
Performance
