|
| Morningstar Return Rating: | Average | | Year to Date Return: | -4.51% | | 5-Year Average Return: | 1.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 40.03% | |
Worst 1-Yr Total Return (2008): | -43.95% | |
Best 3-Yr Total Return (2005-7): | 10.97% | |
Worst 3-Yr Total Return (2006-8): | -10.30% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGFIX | Category | Diff | Index* | Diff | | Year To Date | -4.51 | -4.87 | 0.36 | -3.60 | -0.91 | | 1-Month | -4.51 | -4.87 | 0.36 | -3.60 | -0.91 | | 3-Month | 4.54 | 3.82 | 0.72 | 4.16 | 0.38 | | 1-Year | 40.72 | 35.76 | 4.96 | 33.14 | 7.58 | | 3-Year | -4.97 | -5.20 | 0.23 | -7.24 | 2.27 | | 5-Year | 1.21 | 0.87 | 0.34 | 0.18 | 1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.76 | 44.07 | 3.69 | 45.76 | 2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.75 | -18.03 | -1.72 | -18.25 | -1.5 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGFIX | Category | Diff | | 2009 | | | 40.03 | 35.68 | 4.35 | | 2008 | | | -43.95 | -40.67 | -3.28 | | 2007 | | | 17.25 | 13.35 | 3.90 | | 2006 | | | 9.83 | 7.05 | 2.78 | | 2005 | | | 6.11 | 6.71 | -0.60 | | 2004 | | | 6.22 | 7.81 | -1.59 | | 2003 | | | 31.67 | 28.66 | 3.01 | | 2002 | | | -35.84 | -27.64 | -8.20 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SGFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.99 | 16.27 | 15.45 | 6.43 | | 2008 | -10.80 | 9.39 | -22.90 | -25.50 | | 2007 | 0.22 | 8.50 | 10.44 | -2.36 | | 2006 | 2.88 | -3.73 | 5.57 | 5.05 | | 2005 | -4.07 | 3.98 | 4.08 | 2.21 | | 2004 | 0.54 | 1.88 | -5.01 | 9.17 | | 2003 | -0.36 | 13.57 | 3.77 | 12.12 | | 2002 | -7.31 | -21.67 | -16.67 | 6.04 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 583 | 1882 | 30.98 | | 1-Month | 828 | 1882 | 44.00 | | 3-Month | 354 | 1867 | 18.96 | | 6-Month | 985 | 1860 | 52.96 | | 1-Year | 374 | 1787 | 20.93 | | 3-Year | 574 | 1545 | 37.15 | | 5-Year | 406 | 1265 | 32.09 |
|
|
|
|
|
0.87% Nasdaq 
0.05 (1.26%) 
Performance
