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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.90% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.47% | |
Worst 1-Yr Total Return (2008): | -47.80% | |
Best 3-Yr Total Return (2004-6): | 18.24% | |
Worst 3-Yr Total Return (2006-8): | -14.28% |
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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 | SGSRX | Category | Diff | Index* | Diff | | Year To Date | 36.90 | 31.75 | 5.15 | 29.91 | 6.99 | | 1-Month | 2.20 | 4.47 | -2.27 | 2.00 | 0.2 | | 3-Month | 3.44 | 7.37 | -3.93 | 4.58 | -1.14 | | 1-Year | 46.06 | 38.36 | 7.7 | 37.72 | 8.34 | | 3-Year | -9.26 | -4.57 | -4.69 | -5.52 | -3.74 | | 5-Year | 0.74 | 3.09 | -2.35 | 4.13 | -3.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.81 | 51.30 | 15.51 | 59.35 | 7.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.04 | -13.15 | -5.89 | -14.95 | -4.09 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.80 | -41.91 | -5.89 | | 2007 | | | 3.02 | 11.28 | -8.26 | | 2006 | | | 17.11 | 19.72 | -2.61 | | 2005 | | | 16.22 | 11.61 | 4.61 | | 2004 | | | 21.47 | 15.27 | 6.20 | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.95 | 30.94 | 19.83 | N/A | | 2008 | -9.30 | 0.28 | -21.64 | -26.76 | | 2007 | 3.76 | 7.75 | -2.15 | -5.82 | | 2006 | 12.59 | -4.55 | 0.90 | 8.00 | | 2005 | 0.39 | 2.88 | 9.80 | 2.48 | | 2004 | 7.98 | 0.00 | -2.14 | 14.95 | | 2003 | N/A | N/A | 10.94 | 13.39 | | 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 | 165 | 751 | 21.97 | | 1-Month | 132 | 830 | 15.90 | | 3-Month | 770 | 820 | 93.90 | | 6-Month | 372 | 776 | 47.94 | | 1-Year | 107 | 729 | 14.68 | | 3-Year | 372 | 528 | 70.45 | | 5-Year | 262 | 430 | 60.93 |
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0.03% Nasdaq 
Performance
