|
| Morningstar Return Rating: | High | | Year to Date Return: | 17.83% | | 5-Year Average Return: | 9.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.55% | |
Worst 1-Yr Total Return (2008): | -20.75% | |
Best 3-Yr Total Return (2004-6): | 20.62% | |
Worst 3-Yr Total Return (2006-8): | 1.80% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGOIX | Category | Diff | Index* | Diff | | Year To Date | 17.83 | 38.96 | -21.13 | 27.36 | -9.53 | | 1-Month | -1.88 | -2.03 | 0.15 | -1.25 | -0.63 | | 3-Month | 6.16 | 9.26 | -3.1 | 8.10 | -1.94 | | 1-Year | 25.45 | 40.77 | -15.32 | 27.71 | -2.26 | | 3-Year | 2.31 | -5.11 | 7.42 | -5.22 | 7.53 | | 5-Year | 9.77 | 5.63 | 4.14 | 5.10 | 4.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.27 | 68.49 | -33.22 | 59.35 | -24.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.61 | -11.82 | 10.21 | -14.95 | 13.34 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.75 | -47.29 | 26.54 | | 2007 | | | 8.64 | 5.01 | 3.63 | | 2006 | | | 22.55 | 26.48 | -3.93 | | 2005 | | | 17.28 | 18.16 | -0.88 | | 2004 | | | 22.10 | 23.91 | -1.81 | | 2003 | | | 41.84 | 49.12 | -7.28 | | 2002 | | | 12.69 | -5.48 | 18.17 | | 2001 | | | 5.53 | -11.74 | 17.27 | | 2000 | | | 5.91 | -7.54 | 13.45 | | 1999 | | | 33.51 | 45.36 | -11.85 |
|
| PAST QUARTERLY RETURNS (%) FOR
SGOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.57 | 16.62 | 13.86 | N/A | | 2008 | -1.75 | -1.00 | -12.44 | -6.95 | | 2007 | 4.23 | 3.76 | 1.61 | -1.13 | | 2006 | 9.31 | 2.21 | 2.28 | 7.25 | | 2005 | 4.06 | -0.61 | 8.92 | 4.11 | | 2004 | 6.69 | -0.10 | 3.03 | 11.19 | | 2003 | -1.80 | 16.67 | 10.81 | 11.73 | | 2002 | 9.31 | 4.33 | -10.50 | 10.40 | | 2001 | 0.09 | 5.43 | -8.81 | 9.66 | | 2000 | 2.56 | 1.18 | 1.23 | 0.83 | | 1999 | N/A | N/A | N/A | 8.42 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 74 | 81 | 91.36 | | 1-Month | 53 | 81 | 65.43 | | 3-Month | 69 | 80 | 86.25 | | 6-Month | 72 | 80 | 90.00 | | 1-Year | 64 | 81 | 79.01 | | 3-Year | 2 | 62 | 3.23 | | 5-Year | 1 | 54 | 1.85 |
|
|
|
|
|
1.00% Nasdaq 
Performance
