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| Morningstar Return Rating: | High | | Year to Date Return: | 15.38% | | 5-Year Average Return: | 3.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 5.10% | |
Worst 1-Yr Total Return (2008): | -7.84% | |
Best 3-Yr Total Return (2004-6): | 5.03% | |
Worst 3-Yr Total Return (2006-8): | -0.34% |
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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 | SGCAX | Category | Diff | Index* | Diff | | Year To Date | 15.38 | 16.56 | -1.18 | 12.53 | 2.85 | | 1-Month | 0.37 | -0.07 | 0.44 | 0.83 | -0.46 | | 3-Month | 3.10 | 3.01 | 0.09 | 2.25 | 0.85 | | 1-Year | 14.84 | 15.24 | -0.4 | 14.17 | 0.67 | | 3-Year | 2.75 | 1.27 | 1.48 | 4.17 | -1.42 | | 5-Year | 3.96 | 2.91 | 1.05 | 4.50 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.48 | 13.07 | -2.59 | 9.40 | 1.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.64 | 0.67 | 1.97 | 5.67 | -3.03 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -7.84 | -11.05 | 3.21 | | 2007 | | | 2.23 | 0.71 | 1.52 | | 2006 | | | 5.07 | 4.58 | 0.49 | | 2005 | | | 4.93 | 3.93 | 1.00 | | 2004 | | | 5.10 | 4.37 | 0.73 | | 2003 | | | 4.70 | 4.27 | 0.43 | | 2002 | | | 7.73 | 8.03 | -0.30 | | 2001 | | | 4.47 | 3.84 | 0.63 | | 2000 | | | 13.80 | 12.79 | 1.01 | | 1999 | | | -3.55 | -4.60 | 1.05 |
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| PAST QUARTERLY RETURNS (%) FOR
SGCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.39 | 2.67 | 8.32 | N/A | | 2008 | -1.66 | 1.08 | -3.80 | -3.62 | | 2007 | 0.77 | -0.65 | 1.35 | 0.76 | | 2006 | 0.32 | -0.20 | 3.72 | 1.17 | | 2005 | 0.34 | 3.65 | -0.26 | 1.16 | | 2004 | 1.77 | -2.42 | 4.40 | 1.38 | | 2003 | 0.80 | 2.46 | -0.14 | 1.51 | | 2002 | 0.15 | 2.97 | 4.93 | -0.43 | | 2001 | 1.41 | 0.35 | 3.55 | -0.87 | | 2000 | 3.83 | 1.58 | 3.24 | 4.50 | | 1999 | N/A | N/A | N/A | -1.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 72 | 169 | 42.60 | | 1-Month | 111 | 169 | 65.68 | | 3-Month | 35 | 169 | 20.71 | | 6-Month | 70 | 169 | 41.42 | | 1-Year | 79 | 168 | 47.02 | | 3-Year | 21 | 158 | 13.29 | | 5-Year | 6 | 146 | 4.11 |
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