|
| Morningstar Return Rating: | | | Year to Date Return: | 37.04% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -38.83% | |
Worst 1-Yr Total Return (2008): | -38.83% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFSNX | Category | Diff | Index* | Diff | | Year To Date | 37.04 | 19.13 | 17.91 | 17.05 | 19.99 | | 1-Month | -8.16 | -5.65 | -2.51 | -1.86 | -6.3 | | 3-Month | 6.06 | 2.75 | 3.31 | 5.48 | 0.58 | | 1-Year | 26.68 | 11.45 | 15.23 | 9.80 | 16.88 | | 3-Year | N/A | -8.46 | N/A | -7.02 | N/A | | 5-Year | N/A | 0.52 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 91.52 | 57.02 | 34.5 | 45.76 | 45.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.88 | -18.27 | 7.39 | -18.25 | 7.37 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFSNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.83 | -36.56 | -2.27 | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SFSNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.13 | 35.25 | 30.00 | N/A | | 2008 | -8.61 | -2.07 | -3.17 | -29.41 | | 2007 | N/A | N/A | -3.71 | -5.13 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 641 | 7.96 | | 1-Month | 628 | 662 | 94.86 | | 3-Month | 247 | 652 | 37.88 | | 6-Month | 38 | 647 | 5.87 | | 1-Year | 41 | 630 | 6.51 | | 3-Year | | 553 | N/A | | 5-Year | | 452 | N/A |
|
|
|
|
|