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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.55% | | 5-Year Average Return: | 2.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.50% | |
Worst 1-Yr Total Return (2008): | -16.12% | |
Best 3-Yr Total Return (2004-6): | 5.20% | |
Worst 3-Yr Total Return (2006-8): | -1.29% |
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| 1-Year: | 0.20% | | 3-Year: | 1.38% | | 5-Year: | 2.90% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMKCX | Category | Diff | Index* | Diff | | Year To Date | 13.55 | 16.51 | -2.96 | N/A | N/A | | 1-Month | -0.23 | -0.33 | 0.1 | N/A | N/A | | 3-Month | 3.65 | 4.50 | -0.85 | N/A | N/A | | 1-Year | 12.19 | 15.92 | -3.73 | N/A | N/A | | 3-Year | 0.85 | 0.19 | 0.66 | N/A | N/A | | 5-Year | 2.62 | 2.75 | -0.13 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.63 | 25.13 | -6.5 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.05 | -3.25 | -0.8 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMKCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.12 | -18.61 | 2.49 | | 2007 | | | 5.67 | 4.53 | 1.14 | | 2006 | | | 8.50 | 8.16 | 0.34 | | 2005 | | | 0.22 | 2.97 | -2.75 | | 2004 | | | 7.08 | 5.46 | 1.62 | | 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
SMKCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.14 | 7.22 | 7.36 | N/A | | 2008 | -2.02 | -1.08 | -2.65 | -11.10 | | 2007 | 1.24 | 1.72 | 2.20 | 0.41 | | 2006 | 1.45 | -0.05 | 3.62 | 3.27 | | 2005 | -1.30 | 1.01 | 0.59 | -0.06 | | 2004 | 0.87 | -1.41 | 2.39 | 5.16 | | 2003 | N/A | 8.91 | 0.91 | 7.10 | | 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 | 77 | 644 | 11.96 | | 3-Month | 264 | 644 | 40.99 | | 6-Month | 542 | 638 | 84.95 | | 1-Year | 372 | 633 | 58.77 | | 3-Year | 129 | 506 | 25.49 | | 5-Year | 142 | 343 | 41.40 |
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1.00% Nasdaq 
Performance
