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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.30% | | 5-Year Average Return: | -0.60% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.22% | |
Worst 1-Yr Total Return (2008): | -41.94% | |
Best 3-Yr Total Return (2004-6): | 10.14% | |
Worst 3-Yr Total Return (2006-8): | -9.07% |
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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 | SFFIX | Category | Diff | Index* | Diff | | Year To Date | 20.30 | 21.65 | -1.35 | 17.05 | 3.25 | | 1-Month | -6.84 | -5.90 | -0.94 | -1.86 | -4.98 | | 3-Month | 0.35 | 2.07 | -1.72 | 5.48 | -5.13 | | 1-Year | 13.12 | 13.17 | -0.05 | 9.80 | 3.32 | | 3-Year | -7.80 | -7.45 | -0.35 | -7.02 | -0.78 | | 5-Year | -0.60 | 0.22 | -0.82 | 0.33 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.94 | 52.20 | -4.26 | 45.76 | 2.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.30 | -18.89 | -4.41 | -18.25 | -5.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.94 | -41.55 | -0.39 | | 2007 | | | 6.84 | 7.59 | -0.75 | | 2006 | | | 21.22 | 10.81 | 10.41 | | 2005 | | | -3.04 | 6.02 | -9.06 | | 2004 | | | 13.68 | 12.41 | 1.27 | | 2003 | | | 37.67 | 45.54 | -7.87 | | 2002 | | | -26.57 | -27.88 | 1.31 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.77 | 20.89 | 14.58 | N/A | | 2008 | -17.88 | 7.03 | -10.13 | -26.50 | | 2007 | 4.40 | 5.81 | 2.16 | -5.33 | | 2006 | 14.31 | -5.75 | 0.58 | 11.86 | | 2005 | -7.08 | 1.02 | 2.64 | 0.63 | | 2004 | 6.97 | -2.02 | -5.70 | 15.02 | | 2003 | -2.63 | 16.18 | 6.16 | 14.64 | | 2002 | 1.09 | -12.44 | -18.09 | 1.27 | | 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 | 442 | 790 | 55.95 | | 1-Month | 705 | 820 | 85.98 | | 3-Month | 565 | 819 | 68.99 | | 6-Month | 656 | 800 | 82.00 | | 1-Year | 325 | 783 | 41.51 | | 3-Year | 348 | 669 | 52.02 | | 5-Year | 297 | 554 | 53.61 |
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1.00% Nasdaq 
Performance
