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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.08% | | 5-Year Average Return: | 0.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.44% | |
Worst 1-Yr Total Return (2008): | -44.29% | |
Best 3-Yr Total Return (2005-7): | 10.14% | |
Worst 3-Yr Total Return (2006-8): | -10.96% |
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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 | SGFRX | Category | Diff | Index* | Diff | | Year To Date | 27.08 | 24.15 | 2.93 | 17.05 | 10.03 | | 1-Month | -2.92 | -2.25 | -0.67 | -1.86 | -1.06 | | 3-Month | 3.39 | 4.52 | -1.13 | 5.48 | -2.09 | | 1-Year | 16.19 | 15.35 | 0.84 | 9.80 | 6.39 | | 3-Year | -5.52 | -4.95 | -0.57 | -7.02 | 1.5 | | 5-Year | 0.22 | 0.99 | -0.77 | 0.33 | -0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.84 | 42.81 | 5.03 | 45.76 | 2.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.18 | -17.14 | -3.04 | -18.25 | -1.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.29 | -40.67 | -3.62 | | 2007 | | | 16.44 | 13.35 | 3.09 | | 2006 | | | 8.82 | 7.05 | 1.77 | | 2005 | | | 5.43 | 6.71 | -1.28 | | 2004 | | | 5.45 | 7.81 | -2.36 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 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
SGFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.43 | 16.37 | 15.29 | N/A | | 2008 | -11.03 | 9.35 | -23.06 | -25.58 | | 2007 | 0.00 | 8.33 | 10.19 | -2.45 | | 2006 | 2.45 | -3.83 | 5.47 | 4.72 | | 2005 | -4.39 | 3.78 | 3.91 | 2.26 | | 2004 | 0.27 | 1.90 | -5.07 | 8.71 | | 2003 | N/A | N/A | 3.80 | 11.89 | | 2002 | N/A | N/A | N/A | N/A | | 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 | 576 | 1802 | 31.96 | | 1-Month | 1682 | 1890 | 88.99 | | 3-Month | 1639 | 1884 | 87.00 | | 6-Month | 950 | 1827 | 52.00 | | 1-Year | 694 | 1797 | 38.62 | | 3-Year | 778 | 1518 | 51.25 | | 5-Year | 693 | 1251 | 55.40 |
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1.23% Nasdaq 
Performance
