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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.19% | | 5-Year Average Return: | -2.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.43% | |
Worst 1-Yr Total Return (2008): | -50.49% | |
Best 3-Yr Total Return (2004-6): | 10.11% | |
Worst 3-Yr Total Return (2006-8): | -16.47% |
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| 1-Year: | -15.75% | | 3-Year: | -9.89% | | 5-Year: | -1.09% | | 10-Year: | 0.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMCBX | Category | Diff | Index* | Diff | | Year To Date | 30.19 | 31.59 | -1.4 | 24.07 | 6.12 | | 1-Month | 4.15 | 4.49 | -0.34 | 6.00 | -1.85 | | 3-Month | 6.18 | 6.16 | 0.02 | 7.91 | -1.73 | | 1-Year | 33.93 | 35.24 | -1.31 | 25.39 | 8.54 | | 3-Year | -12.07 | -5.04 | -7.03 | -5.79 | -6.28 | | 5-Year | -2.37 | 1.47 | -3.84 | 0.71 | -3.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.56 | 48.99 | -0.43 | 45.76 | 2.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.78 | -20.53 | -10.25 | -18.25 | -12.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.49 | -43.77 | -6.72 | | 2007 | | | 7.09 | 15.09 | -8.00 | | 2006 | | | 9.93 | 9.00 | 0.93 | | 2005 | | | 11.43 | 9.84 | 1.59 | | 2004 | | | 8.98 | 13.23 | -4.25 | | 2003 | | | 27.42 | 35.96 | -8.54 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.32 | 21.07 | 13.92 | N/A | | 2008 | -12.51 | 2.63 | -17.96 | -32.80 | | 2007 | 4.61 | 6.60 | -0.43 | -3.55 | | 2006 | 11.53 | -9.68 | 0.60 | 8.48 | | 2005 | 1.26 | 2.57 | 5.86 | 1.35 | | 2004 | 0.57 | -0.48 | -4.12 | 13.58 | | 2003 | -4.85 | 15.28 | 6.67 | 8.90 | | 2002 | N/A | N/A | -19.15 | 4.41 | | 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 | 463 | 827 | 55.99 | | 1-Month | 546 | 881 | 61.98 | | 3-Month | 351 | 879 | 39.93 | | 6-Month | 793 | 862 | 92.00 | | 1-Year | 374 | 825 | 45.33 | | 3-Year | 612 | 734 | 83.38 | | 5-Year | 483 | 632 | 76.42 |
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0.26% Nasdaq 
0.02 (0.19%) 
Performance
