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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.23% | | 5-Year Average Return: | -6.22% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.00% | |
Worst 1-Yr Total Return (2008): | -49.28% | |
Best 3-Yr Total Return (2004-6): | 12.91% | |
Worst 3-Yr Total Return (2006-8): | -17.57% |
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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 | SFPIX | Category | Diff | Index* | Diff | | Year To Date | 14.23 | 24.03 | -9.8 | 24.07 | -9.84 | | 1-Month | 2.72 | 3.09 | -0.37 | 6.00 | -3.28 | | 3-Month | 0.94 | 0.88 | 0.06 | 7.91 | -6.97 | | 1-Year | 14.44 | 25.06 | -10.62 | 25.39 | -10.95 | | 3-Year | -17.64 | -14.98 | -2.66 | -5.79 | -11.85 | | 5-Year | -6.22 | -5.72 | -0.5 | 0.71 | -6.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.80 | 76.37 | -16.57 | 45.76 | 14.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.87 | -13.82 | -12.05 | -18.25 | -7.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.28 | -43.91 | -5.37 | | 2007 | | | -5.61 | -11.64 | 6.03 | | 2006 | | | 17.00 | 16.90 | 0.10 | | 2005 | | | 8.75 | 6.74 | 2.01 | | 2004 | | | 13.13 | 14.02 | -0.89 | | 2003 | | | N/A | 33.56 | N/A | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.40 | 21.63 | 18.33 | N/A | | 2008 | -15.25 | -13.10 | 0.86 | -31.71 | | 2007 | -1.39 | 2.26 | -4.20 | -2.30 | | 2006 | 8.15 | -2.84 | 4.10 | 6.96 | | 2005 | -7.45 | 7.29 | 1.90 | 7.49 | | 2004 | 3.70 | -3.73 | 0.34 | 12.94 | | 2003 | N/A | 18.68 | 4.41 | 9.19 | | 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 | 98 | 129 | 75.97 | | 1-Month | 122 | 129 | 94.57 | | 3-Month | 87 | 129 | 67.44 | | 6-Month | 95 | 129 | 73.64 | | 1-Year | 77 | 122 | 63.11 | | 3-Year | 55 | 107 | 51.40 | | 5-Year | 46 | 101 | 45.54 |
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0.63% Nasdaq 
0.03%
Performance
