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| Morningstar Return Rating: | High | | Year to Date Return: | 48.27% | | 5-Year Average Return: | 7.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.30% | |
Worst 1-Yr Total Return (2008): | -40.60% | |
Best 3-Yr Total Return (2005-7): | 13.50% | |
Worst 3-Yr Total Return (2006-8): | -6.96% |
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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 | SGTRX | Category | Diff | Index* | Diff | | Year To Date | 48.27 | 44.15 | 4.12 | 17.05 | 31.22 | | 1-Month | -0.98 | -3.44 | 2.46 | -1.86 | 0.88 | | 3-Month | 7.12 | 4.68 | 2.44 | 5.48 | 1.64 | | 1-Year | 39.85 | 31.89 | 7.96 | 9.80 | 30.05 | | 3-Year | 2.03 | -1.81 | 3.84 | -7.02 | 9.05 | | 5-Year | 7.18 | 2.63 | 4.55 | 0.33 | 6.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.08 | 57.15 | -4.07 | 45.76 | 7.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.63 | -10.30 | 1.67 | -18.25 | 9.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.60 | -45.33 | 4.73 | | 2007 | | | 14.60 | 16.12 | -1.52 | | 2006 | | | 18.30 | 7.08 | 11.22 | | 2005 | | | 7.84 | 5.76 | 2.08 | | 2004 | | | 4.47 | 4.24 | 0.23 | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.49 | 16.25 | 17.63 | N/A | | 2008 | -13.98 | 5.29 | -14.48 | -23.30 | | 2007 | 1.49 | 8.51 | 5.47 | -1.34 | | 2006 | 11.24 | -7.99 | 6.60 | 8.42 | | 2005 | -6.89 | 2.13 | 9.58 | 3.50 | | 2004 | 2.90 | -1.61 | -11.86 | 17.07 | | 2003 | N/A | N/A | 9.49 | 11.44 | | 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 | 77 | 220 | 35.00 | | 1-Month | 86 | 234 | 36.75 | | 3-Month | 77 | 228 | 33.77 | | 6-Month | 97 | 222 | 43.69 | | 1-Year | 54 | 212 | 25.47 | | 3-Year | 38 | 203 | 18.72 | | 5-Year | 16 | 190 | 8.42 |
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0.22% Nasdaq 
Performance
