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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.17% | | 5-Year Average Return: | 0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.09% | |
Worst 1-Yr Total Return (2008): | -14.90% | |
Best 3-Yr Total Return (2005-7): | 2.95% | |
Worst 3-Yr Total Return (2006-8): | -2.92% |
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| 1-Year: | -3.71% | | 3-Year: | -1.61% | | 5-Year: | -0.06% | | 10-Year: | 3.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFXCX | Category | Diff | Index* | Diff | | Year To Date | 8.17 | 14.86 | -6.69 | 7.61 | 0.56 | | 1-Month | 1.09 | 1.13 | -0.04 | 1.29 | -0.2 | | 3-Month | 2.61 | 3.76 | -1.15 | 2.86 | -0.25 | | 1-Year | 10.07 | 18.84 | -8.77 | 11.63 | -1.56 | | 3-Year | -1.64 | 4.58 | -6.22 | 6.40 | -8.04 | | 5-Year | 0.27 | 4.20 | -3.93 | 5.49 | -5.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.83 | 13.91 | -6.08 | 7.06 | 0.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.23 | 6.57 | -12.8 | 7.94 | -14.17 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.90 | -4.70 | -10.20 | | 2007 | | | 4.09 | 4.70 | -0.61 | | 2006 | | | 3.27 | 4.15 | -0.88 | | 2005 | | | 1.51 | 1.80 | -0.29 | | 2004 | | | 4.07 | 3.91 | 0.16 | | 2003 | | | 3.10 | 5.10 | -2.00 | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.63 | 2.94 | 4.12 | N/A | | 2008 | -1.69 | -0.41 | -4.78 | -8.72 | | 2007 | 1.27 | -0.72 | 1.95 | 1.55 | | 2006 | -0.76 | -0.40 | 3.50 | 0.95 | | 2005 | -0.49 | 2.78 | -0.88 | 0.14 | | 2004 | 2.79 | -2.48 | 2.98 | 0.82 | | 2003 | 0.85 | 2.54 | -0.46 | 0.16 | | 2002 | N/A | N/A | 3.98 | 0.45 | | 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 | 968 | 1126 | 85.97 | | 1-Month | 957 | 1168 | 81.93 | | 3-Month | 1100 | 1158 | 94.99 | | 6-Month | 900 | 1140 | 78.95 | | 1-Year | 801 | 1120 | 71.52 | | 3-Year | 790 | 970 | 81.44 | | 5-Year | 697 | 854 | 81.62 |
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0.51% Nasdaq 
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Performance
