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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.16% | | 5-Year Average Return: | -7.21% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.81% | |
Worst 1-Yr Total Return (2008): | -49.85% | |
Best 3-Yr Total Return (2004-6): | 11.74% | |
Worst 3-Yr Total Return (2006-8): | -18.44% |
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| 1-Year: | -22.44% | | 3-Year: | -16.85% | | 5-Year: | -5.42% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFPCX | Category | Diff | Index* | Diff | | Year To Date | 13.16 | 24.03 | -10.87 | 24.07 | -10.91 | | 1-Month | 2.49 | 3.09 | -0.6 | 6.00 | -3.51 | | 3-Month | 0.52 | 0.88 | -0.36 | 7.91 | -7.39 | | 1-Year | 12.94 | 25.06 | -12.12 | 25.39 | -12.45 | | 3-Year | -18.52 | -14.98 | -3.54 | -5.79 | -12.73 | | 5-Year | -7.21 | -5.72 | -1.49 | 0.71 | -7.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.81 | 76.37 | -17.56 | 45.76 | 13.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.63 | -13.82 | -12.81 | -18.25 | -8.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.85 | -43.91 | -5.94 | | 2007 | | | -6.59 | -11.64 | 5.05 | | 2006 | | | 15.81 | 16.90 | -1.09 | | 2005 | | | 7.59 | 6.74 | 0.85 | | 2004 | | | 11.96 | 14.02 | -2.06 | | 2003 | | | 25.62 | 33.56 | -7.94 | | 2002 | | | -15.37 | -10.28 | -5.09 | | 2001 | | | -6.10 | -2.05 | -4.05 | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.45 | 21.22 | 17.91 | N/A | | 2008 | -15.57 | -13.19 | 0.54 | -31.95 | | 2007 | -1.65 | 1.93 | -4.36 | -2.58 | | 2006 | 7.91 | -3.07 | 3.86 | 6.60 | | 2005 | -7.71 | 7.04 | 1.64 | 7.16 | | 2004 | 3.44 | -3.91 | 0.00 | 12.64 | | 2003 | -6.49 | 18.50 | 4.10 | 8.90 | | 2002 | 3.93 | -6.69 | -17.26 | 5.47 | | 2001 | -9.88 | 9.82 | -13.02 | 9.08 | | 2000 | N/A | N/A | N/A | 5.73 | | 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 | 100 | 129 | 77.52 | | 1-Month | 112 | 129 | 86.82 | | 3-Month | 99 | 129 | 76.74 | | 6-Month | 105 | 129 | 81.40 | | 1-Year | 78 | 122 | 63.93 | | 3-Year | 59 | 107 | 55.14 | | 5-Year | 51 | 101 | 50.50 |
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0.03% Nasdaq 0.00%
Performance
