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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.31% | | 5-Year Average Return: | 8.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.50% | |
Worst 1-Yr Total Return (2008): | -21.06% | |
Best 3-Yr Total Return (2004-6): | 17.90% | |
Worst 3-Yr Total Return (2006-8): | 1.49% |
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| 1-Year: | 2.11% | | 3-Year: | 2.16% | | 5-Year: | 8.57% | | 10-Year: | 12.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGENX | Category | Diff | Index* | Diff | | Year To Date | 21.31 | 23.53 | -2.22 | N/A | N/A | | 1-Month | 3.30 | 3.25 | 0.05 | N/A | N/A | | 3-Month | 5.68 | 6.12 | -0.44 | N/A | N/A | | 1-Year | 26.68 | 29.33 | -2.65 | N/A | N/A | | 3-Year | 2.26 | -0.02 | 2.28 | N/A | N/A | | 5-Year | 8.39 | 5.42 | 2.97 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.81 | 31.76 | 5.05 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.45 | -4.11 | 0.66 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGENX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.06 | -28.98 | 7.92 | | 2007 | | | 9.90 | 11.39 | -1.49 | | 2006 | | | 20.50 | 16.61 | 3.89 | | 2005 | | | 14.91 | 6.56 | 8.35 | | 2004 | | | 18.37 | 15.24 | 3.13 | | 2003 | | | 37.64 | 25.32 | 12.32 | | 2002 | | | 10.23 | -2.16 | 12.39 | | 2001 | | | 10.21 | -3.23 | 13.44 | | 2000 | | | 9.72 | 0.23 | 9.49 | | 1999 | | | 19.56 | 21.83 | -2.27 |
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| PAST QUARTERLY RETURNS (%) FOR
SGENX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.28 | 14.47 | 14.58 | N/A | | 2008 | -1.60 | -1.63 | -8.72 | -10.66 | | 2007 | 2.38 | 4.48 | 1.37 | 1.36 | | 2006 | 7.77 | 1.30 | 2.64 | 7.54 | | 2005 | 2.58 | -0.03 | 8.22 | 3.54 | | 2004 | 5.46 | -0.43 | 2.57 | 9.89 | | 2003 | -2.13 | 15.72 | 8.46 | 12.05 | | 2002 | 8.02 | 1.79 | -8.17 | 9.18 | | 2001 | 1.79 | 6.13 | -7.64 | 10.45 | | 2000 | 1.62 | 0.72 | 2.93 | 4.15 | | 1999 | N/A | N/A | N/A | 6.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 130 | 260 | 50.00 | | 1-Month | 3 | 307 | 0.98 | | 3-Month | 103 | 305 | 33.77 | | 6-Month | 171 | 296 | 57.77 | | 1-Year | 114 | 234 | 48.72 | | 3-Year | 23 | 130 | 17.69 | | 5-Year | 11 | 86 | 12.79 |
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0.02% Nasdaq 0.00%
Performance
