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| Morningstar Return Rating: | Low | | Year to Date Return: | 38.56% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.01% | |
Worst 1-Yr Total Return (2008): | -30.43% | |
Best 3-Yr Total Return (2006-8): | -8.09% | |
Worst 3-Yr Total Return (2006-8): | -8.09% |
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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 | SMARX | Category | Diff | Index* | Diff | | Year To Date | 38.56 | 24.90 | 13.66 | 6.24 | 32.32 | | 1-Month | 2.03 | 1.05 | 0.98 | 0.49 | 1.54 | | 3-Month | 11.94 | 6.22 | 5.72 | 2.60 | 9.34 | | 1-Year | 33.32 | 27.17 | 6.15 | 13.79 | 19.53 | | 3-Year | -0.34 | 4.15 | -4.49 | 6.35 | -6.69 | | 5-Year | N/A | 4.90 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.12 | 23.09 | 17.03 | 7.06 | 33.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.05 | 4.14 | -5.19 | 7.94 | -8.99 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.43 | -15.41 | -15.02 | | 2007 | | | 0.54 | 4.45 | -3.91 | | 2006 | | | 11.01 | 6.90 | 4.11 | | 2005 | | | N/A | 2.12 | N/A | | 2004 | | | N/A | 8.38 | N/A | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.63 | 20.91 | 14.19 | N/A | | 2008 | -5.56 | 1.11 | -16.44 | -12.81 | | 2007 | 2.42 | -0.96 | -0.80 | -0.07 | | 2006 | 2.29 | 0.50 | 4.25 | 3.58 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 14 | 245 | 5.71 | | 1-Month | 50 | 266 | 18.80 | | 3-Month | 10 | 259 | 3.86 | | 6-Month | 15 | 254 | 5.91 | | 1-Year | 13 | 229 | 5.68 | | 3-Year | 125 | 164 | 76.22 | | 5-Year | | 132 | N/A |
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0.83% Nasdaq 
Performance
