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| Morningstar Return Rating: | Low | | Year to Date Return: | 66.07% | | 5-Year Average Return: | -11.00% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2005): | 10.13% | |
Worst 1-Yr Total Return (2008): | -68.23% | |
Best 3-Yr Total Return (2005-7): | -0.26% | |
Worst 3-Yr Total Return (2006-8): | -34.10% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMPSX | Category | Diff | Index* | Diff | | Year To Date | 66.07 | 44.15 | 21.92 | 17.05 | 49.02 | | 1-Month | -11.04 | -3.44 | -7.6 | -1.86 | -9.18 | | 3-Month | -5.27 | 4.68 | -9.95 | 5.48 | -10.75 | | 1-Year | 32.06 | 31.89 | 0.17 | 9.80 | 22.26 | | 3-Year | -18.18 | -1.81 | -16.37 | -7.02 | -11.16 | | 5-Year | -11.00 | 2.63 | -13.63 | 0.33 | -11.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 113.18 | 57.15 | 56.03 | 45.76 | 67.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.81 | -10.30 | -9.51 | -18.25 | -1.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -68.23 | -45.33 | -22.90 | | 2007 | | | 6.24 | 16.12 | -9.88 | | 2006 | | | -15.20 | 7.08 | -22.28 | | 2005 | | | 10.13 | 5.76 | 4.37 | | 2004 | | | -35.41 | 4.24 | -39.65 | | 2003 | | | 144.04 | 55.77 | 88.27 | | 2002 | | | -70.40 | -42.86 | -27.54 | | 2001 | | | -34.00 | -36.89 | 2.89 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.99 | 30.92 | 32.04 | N/A | | 2008 | -26.35 | 3.22 | -28.88 | -41.23 | | 2007 | -3.90 | 19.53 | 4.28 | -11.31 | | 2006 | -2.24 | -15.60 | 5.05 | -2.17 | | 2005 | -5.94 | 7.50 | 8.14 | 0.72 | | 2004 | -12.73 | -7.29 | -33.17 | 19.46 | | 2003 | 2.47 | 37.81 | 33.94 | 29.02 | | 2002 | 4.00 | -51.54 | -49.51 | 16.32 | | 2001 | -32.41 | 17.07 | -50.62 | 68.93 | | 2000 | N/A | N/A | -36.41 | -49.30 | | 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 | 6 | 220 | 2.73 | | 1-Month | 226 | 234 | 96.58 | | 3-Month | 214 | 228 | 93.86 | | 6-Month | 6 | 222 | 2.70 | | 1-Year | 15 | 212 | 7.08 | | 3-Year | 167 | 203 | 82.27 | | 5-Year | 157 | 190 | 82.63 |
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0.67% Nasdaq 
Performance
