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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.52% | | 5-Year Average Return: | 2.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.68% | |
Worst 1-Yr Total Return (2008): | -16.20% | |
Best 3-Yr Total Return (2004-6): | 5.18% | |
Worst 3-Yr Total Return (2006-8): | -1.22% |
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| 1-Year: | -2.72% | | 3-Year: | 0.49% | | 5-Year: | 2.59% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMKBX | Category | Diff | Index* | Diff | | Year To Date | 13.52 | 16.51 | -2.99 | N/A | N/A | | 1-Month | -0.32 | -0.33 | 0.01 | N/A | N/A | | 3-Month | 3.63 | 4.50 | -0.87 | N/A | N/A | | 1-Year | 12.15 | 15.92 | -3.77 | N/A | N/A | | 3-Year | 0.84 | 0.19 | 0.65 | N/A | N/A | | 5-Year | 2.61 | 2.75 | -0.14 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.72 | 25.13 | -6.41 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.04 | -3.25 | -0.79 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMKBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.20 | -18.61 | 2.41 | | 2007 | | | 5.83 | 4.53 | 1.30 | | 2006 | | | 8.68 | 8.16 | 0.52 | | 2005 | | | 0.12 | 2.97 | -2.85 | | 2004 | | | 6.94 | 5.46 | 1.48 | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMKBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.03 | 7.11 | 7.44 | N/A | | 2008 | -2.11 | -1.02 | -2.68 | -11.13 | | 2007 | 1.27 | 1.67 | 2.21 | 0.57 | | 2006 | 1.49 | 0.06 | 3.66 | 3.24 | | 2005 | -1.35 | 1.04 | 0.62 | -0.18 | | 2004 | 0.83 | -1.34 | 2.28 | 5.11 | | 2003 | N/A | 8.92 | 0.90 | 6.91 | | 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 | 477 | 637 | 74.88 | | 1-Month | 96 | 644 | 14.91 | | 3-Month | 315 | 644 | 48.91 | | 6-Month | 542 | 638 | 84.95 | | 1-Year | 373 | 633 | 58.93 | | 3-Year | 126 | 506 | 24.90 | | 5-Year | 144 | 343 | 41.98 |
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1.37% Nasdaq 
0.04 (0.36%) 
Performance
