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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.76% | | 5-Year Average Return: | -1.46% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.19% | |
Worst 1-Yr Total Return (2008): | -42.43% | |
Best 3-Yr Total Return (2004-6): | 9.20% | |
Worst 3-Yr Total Return (2006-8): | -9.86% |
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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 | SFFRX | Category | Diff | Index* | Diff | | Year To Date | 19.76 | 21.65 | -1.89 | 17.05 | 2.71 | | 1-Month | -6.93 | -5.90 | -1.03 | -1.86 | -5.07 | | 3-Month | 0.12 | 2.07 | -1.95 | 5.48 | -5.36 | | 1-Year | 12.41 | 13.17 | -0.76 | 9.80 | 2.61 | | 3-Year | -8.53 | -7.45 | -1.08 | -7.02 | -1.51 | | 5-Year | -1.46 | 0.22 | -1.68 | 0.33 | -1.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.53 | 52.20 | -4.67 | 45.76 | 1.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.82 | -18.89 | -4.93 | -18.25 | -5.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.43 | -41.55 | -0.88 | | 2007 | | | 5.84 | 7.59 | -1.75 | | 2006 | | | 20.19 | 10.81 | 9.38 | | 2005 | | | -4.28 | 6.02 | -10.30 | | 2004 | | | 13.19 | 12.41 | 0.78 | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 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
SFFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.84 | 20.73 | 14.40 | N/A | | 2008 | -18.05 | 6.89 | -10.25 | -26.77 | | 2007 | 4.23 | 5.58 | 1.99 | -5.70 | | 2006 | 13.96 | -5.95 | 0.38 | 11.71 | | 2005 | -7.42 | 0.64 | 2.55 | 0.18 | | 2004 | 6.81 | -1.97 | -5.62 | 14.54 | | 2003 | N/A | N/A | 6.00 | 14.20 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 458 | 790 | 57.97 | | 1-Month | 705 | 820 | 85.98 | | 3-Month | 581 | 819 | 70.94 | | 6-Month | 672 | 800 | 84.00 | | 1-Year | 354 | 783 | 45.21 | | 3-Year | 387 | 669 | 57.85 | | 5-Year | 357 | 554 | 64.44 |
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