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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.17% | | 5-Year Average Return: | -0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.28% | |
Worst 1-Yr Total Return (2008): | -29.41% | |
Best 3-Yr Total Return (2004-6): | 5.75% | |
Worst 3-Yr Total Return (2006-8): | -6.42% |
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| 1-Year: | -7.33% | | 3-Year: | -4.92% | | 5-Year: | -0.65% | | 10-Year: | 1.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMRAX | Category | Diff | Index* | Diff | | Year To Date | 16.17 | 18.16 | -1.99 | N/A | N/A | | 1-Month | -1.12 | -1.24 | 0.12 | N/A | N/A | | 3-Month | 4.82 | 4.71 | 0.11 | N/A | N/A | | 1-Year | 11.64 | 15.73 | -4.09 | N/A | N/A | | 3-Year | -4.33 | -2.66 | -1.67 | N/A | N/A | | 5-Year | -0.07 | 2.10 | -2.17 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.35 | 33.32 | 1.03 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.15 | -8.51 | -3.64 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.22 | 13.17 | 11.89 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 10.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 738 | 1211 | 60.94 | | 1-Month | 213 | 1258 | 16.93 | | 3-Month | 427 | 1256 | 34.00 | | 6-Month | 646 | 1220 | 52.95 | | 1-Year | 649 | 1204 | 53.90 | | 3-Year | 570 | 950 | 60.00 | | 5-Year | 557 | 796 | 69.97 |
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Performance
