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| Morningstar Return Rating: | Average | | Year to Date Return: | 65.86% | | 5-Year Average Return: | 2.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.28% | |
Worst 1-Yr Total Return (2008): | -42.19% | |
Best 3-Yr Total Return (2004-6): | 6.10% | |
Worst 3-Yr Total Return (2006-8): | -13.55% |
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| 1-Year: | 15.58% | | 3-Year: | 0.53% | | 5-Year: | 3.11% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMCLX | Category | Diff | Index* | Diff | | Year To Date | 65.86 | 37.83 | 28.03 | N/A | N/A | | 1-Month | 2.70 | 3.08 | -0.38 | N/A | N/A | | 3-Month | 7.26 | 6.43 | 0.83 | N/A | N/A | | 1-Year | 67.22 | 44.73 | 22.49 | N/A | N/A | | 3-Year | -0.99 | -0.80 | -0.19 | N/A | N/A | | 5-Year | 2.47 | 2.56 | -0.09 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.45 | 40.71 | 28.74 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.20 | -8.58 | 2.38 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMCLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.19 | -33.38 | -8.81 | | 2007 | | | 1.36 | 7.51 | -6.15 | | 2006 | | | 10.28 | 10.72 | -0.44 | | 2005 | | | 1.99 | 3.59 | -1.60 | | 2004 | | | 6.20 | 9.03 | -2.83 | | 2003 | | | 37.72 | 26.24 | 11.48 | | 2002 | | | -9.27 | -7.77 | -1.50 | | 2001 | | | 4.78 | -6.57 | 11.35 | | 2000 | | | 7.20 | 2.52 | 4.68 | | 1999 | | | -3.23 | 29.21 | -32.44 |
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| PAST QUARTERLY RETURNS (%) FOR
SMCLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.40 | 29.79 | 23.32 | N/A | | 2008 | -8.14 | 4.38 | -14.41 | -29.56 | | 2007 | 2.07 | 3.96 | -1.10 | -3.42 | | 2006 | 6.77 | -3.65 | 2.31 | 4.77 | | 2005 | -4.86 | 2.36 | 4.09 | 0.61 | | 2004 | 3.44 | -1.46 | -2.51 | 6.88 | | 2003 | 2.44 | 13.48 | 4.68 | 13.18 | | 2002 | 0.35 | -7.91 | -11.20 | 10.57 | | 2001 | 3.32 | 3.45 | -9.41 | 8.22 | | 2000 | 8.10 | 2.02 | -0.63 | -2.18 | | 1999 | N/A | N/A | N/A | 0.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 75 | 0.00 | | 1-Month | 0 | 81 | 0.00 | | 3-Month | 0 | 81 | 0.00 | | 6-Month | 3 | 81 | 3.70 | | 1-Year | | 75 | N/A | | 3-Year | | 61 | N/A | | 5-Year | | 57 | N/A |
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0.63% Nasdaq 
0.03%
Performance
