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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.40% | | 5-Year Average Return: | 0.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.52% | |
Worst 1-Yr Total Return (2008): | -44.06% | |
Best 3-Yr Total Return (2005-7): | 10.39% | |
Worst 3-Yr Total Return (2006-8): | -10.70% |
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| 1-Year: | -7.91% | | 3-Year: | -5.45% | | 5-Year: | 0.28% | | 10-Year: | -3.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGRFX | Category | Diff | Index* | Diff | | Year To Date | 27.40 | 24.15 | 3.25 | 17.05 | 10.35 | | 1-Month | -2.87 | -2.25 | -0.62 | -1.86 | -1.01 | | 3-Month | 3.62 | 4.52 | -0.9 | 5.48 | -1.86 | | 1-Year | 16.61 | 15.35 | 1.26 | 9.80 | 6.81 | | 3-Year | -5.23 | -4.95 | -0.28 | -7.02 | 1.79 | | 5-Year | 0.49 | 0.99 | -0.5 | 0.33 | 0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.88 | 42.81 | 5.07 | 45.76 | 2.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.13 | -17.14 | -2.99 | -18.25 | -1.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGRFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.06 | -40.67 | -3.39 | | 2007 | | | 16.52 | 13.35 | 3.17 | | 2006 | | | 9.27 | 7.05 | 2.22 | | 2005 | | | 5.67 | 6.71 | -1.04 | | 2004 | | | 5.72 | 7.81 | -2.09 | | 2003 | | | 31.07 | 28.66 | 2.41 | | 2002 | | | -36.07 | -27.64 | -8.43 | | 2001 | | | -19.33 | -22.30 | 2.97 | | 2000 | | | -16.18 | -13.05 | -3.13 | | 1999 | | | 30.27 | 38.87 | -8.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SGRFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.40 | 16.49 | 15.36 | N/A | | 2008 | -10.92 | 9.46 | -22.99 | -25.51 | | 2007 | 0.00 | 8.26 | 10.52 | -2.61 | | 2006 | 2.44 | -3.57 | 5.43 | 4.92 | | 2005 | -4.12 | 3.76 | 3.89 | 2.24 | | 2004 | 0.27 | 1.90 | -5.07 | 8.99 | | 2003 | -0.71 | 13.67 | 3.80 | 11.89 | | 2002 | -7.31 | -21.92 | -16.72 | 6.06 | | 2001 | -18.25 | 9.01 | -22.83 | 17.29 | | 2000 | 7.19 | 3.35 | 1.15 | -25.20 | | 1999 | N/A | N/A | N/A | 22.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 522 | 1802 | 28.97 | | 1-Month | 1644 | 1890 | 86.98 | | 3-Month | 1582 | 1884 | 83.97 | | 6-Month | 950 | 1827 | 52.00 | | 1-Year | 625 | 1797 | 34.78 | | 3-Year | 699 | 1518 | 46.05 | | 5-Year | 610 | 1251 | 48.76 |
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0.18% Nasdaq 
0.42%
Performance
