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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.91% | | 5-Year Average Return: | 0.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.25% | |
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% |
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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 | SGFIX | Category | Diff | Index* | Diff | | Year To Date | 27.91 | 24.15 | 3.76 | 17.05 | 10.86 | | 1-Month | -2.78 | -2.25 | -0.53 | -1.86 | -0.92 | | 3-Month | 3.49 | 4.52 | -1.03 | 5.48 | -1.99 | | 1-Year | 17.02 | 15.35 | 1.67 | 9.80 | 7.22 | | 3-Year | -4.86 | -4.95 | 0.09 | -7.02 | 2.16 | | 5-Year | 0.96 | 0.99 | -0.03 | 0.33 | 0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.76 | 42.81 | 4.95 | 45.76 | 2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.75 | -17.14 | -2.61 | -18.25 | -1.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.99 | 16.27 | 15.45 | N/A | | 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 | | 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 | 504 | 1802 | 27.97 | | 1-Month | 1682 | 1890 | 88.99 | | 3-Month | 1582 | 1884 | 83.97 | | 6-Month | 950 | 1827 | 52.00 | | 1-Year | 624 | 1797 | 34.72 | | 3-Year | 632 | 1518 | 41.63 | | 5-Year | 535 | 1251 | 42.77 |
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0.22% Nasdaq 
Performance
