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| Morningstar Return Rating: | Below average | | Year to Date Return: | -1.95% | | 5-Year Average Return: | -0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 21.69% | |
Worst 1-Yr Total Return (2008): | -29.41% | |
Best 3-Yr Total Return (2005-7): | 5.12% | |
Worst 3-Yr Total Return (2006-8): | -6.42% |
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| 1-Year: | 15.60% | | 3-Year: | -5.22% | | 5-Year: | -1.06% | | 10-Year: | 0.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMRAX | Category | Diff | Index* | Diff | | Year To Date | -1.95 | -1.95 | 0 | N/A | N/A | | 1-Month | -1.95 | -1.95 | 0 | N/A | N/A | | 3-Month | 2.71 | 3.10 | -0.39 | N/A | N/A | | 1-Year | 26.61 | 27.80 | -1.19 | N/A | N/A | | 3-Year | -4.56 | -2.95 | -1.61 | N/A | N/A | | 5-Year | -0.10 | 1.92 | -2.02 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.35 | 33.97 | 0.38 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.15 | -9.11 | -3.04 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMRAX | Category | Diff | | 2009 | | | 21.69 | 24.13 | -2.44 | | 2008 | | | -29.41 | -28.00 | -1.41 | | 2007 | | | 4.33 | 5.99 | -1.66 | | 2006 | | | 11.28 | 11.29 | -0.01 | | 2005 | | | 0.06 | 5.13 | -5.07 | | 2004 | | | 6.21 | 8.86 | -2.65 | | 2003 | | | 20.55 | 20.35 | 0.20 | | 2002 | | | -8.91 | -12.02 | 3.11 | | 2001 | | | -7.51 | -5.05 | -2.46 | | 2000 | | | 3.36 | 1.82 | 1.54 |
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| PAST QUARTERLY RETURNS (%) FOR
SMRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 13.17 | 11.89 | 3.58 | | 2008 | -6.96 | -3.42 | -5.39 | -16.97 | | 2007 | 0.84 | 4.28 | 1.56 | -2.31 | | 2006 | 2.29 | -0.07 | 4.09 | 4.58 | | 2005 | -1.77 | 0.54 | 0.70 | 0.62 | | 2004 | 0.99 | 0.17 | -0.71 | 5.74 | | 2003 | -1.38 | 10.19 | 2.50 | 8.23 | | 2002 | 1.26 | -4.77 | -7.62 | 2.26 | | 2001 | -6.42 | 2.26 | -6.73 | 3.63 | | 2000 | 3.77 | -0.13 | 3.44 | -3.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 498 | 1246 | 39.97 | | 1-Month | 523 | 1246 | 41.97 | | 3-Month | 773 | 1228 | 62.95 | | 6-Month | 720 | 1221 | 58.97 | | 1-Year | 621 | 1176 | 52.81 | | 3-Year | 602 | 964 | 62.45 | | 5-Year | 585 | 789 | 74.14 |
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1.52% Nasdaq 
Performance
