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Saturday, December 5, 2009, 10:06PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Schroder US Small & Mid Cap Opp Adv (SMDVX)

On Dec 4: 9.82   0.09 (0.92%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: High Year to Date Return: 23.21% 5-Year Average Return: N/A Number of Years Up: 1 Number of Years Down: 1 Best 1-Yr Total Return (2007): 12.36% Worst 1-Yr Total Return (2008): -32.56% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return SMDVX Category Diff Index* Diff Year To Date 23.21 25.80 -2.59 17.05 6.16 1-Month -3.23 -4.37 1.14 -1.86 -1.37 3-Month 3.22 4.09 -0.87 5.48 -2.26 1-Year 17.45 16.23 1.22 9.80 7.65 3-Year -1.01 -5.36 4.35 -7.02 6.01 5-Year N/A 1.68 N/A 0.33 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 45.23 47.87 -2.64 45.76 -0.53 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -15.03 -19.87 4.84 -18.25 3.22 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year SMDVX Category Diff 2009 N/A N/A N/A 2008 -32.56 -43.77 11.21 2007 12.36 15.09 -2.73 2006 N/A 9.00 N/A 2005 N/A 9.84 N/A 2004 N/A 13.23 N/A 2003 N/A 35.96 N/A 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 PAST QUARTERLY RETURNS (%) FOR SMDVX   Q1 Q2 Q3 Q4 2009 -6.37 18.56 14.70 N/A 2008 -9.21 4.63 -9.98 -21.13 2007 3.57 7.81 1.77 -1.13 2006 N/A -4.20 3.65 7.05 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 RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 568 848 66.98 1-Month 441 901 48.95 3-Month 619 898 68.93 6-Month 477 868 54.95 1-Year 398 847 46.99 3-Year 88 749 11.75 5-Year 636 N/A
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