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| Morningstar Return Rating: | | | Year to Date Return: | 17.45% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -31.87% | |
Worst 1-Yr Total Return (2008): | -31.87% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -9.39% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMSMX | Category | Diff | Index* | Diff | | Year To Date | 17.45 | 25.80 | -8.35 | 17.05 | 0.4 | | 1-Month | -3.03 | -4.37 | 1.34 | -1.86 | -1.17 | | 3-Month | 4.03 | 4.09 | -0.06 | 5.48 | -1.45 | | 1-Year | 12.74 | 16.23 | -3.49 | 9.80 | 2.94 | | 3-Year | N/A | -5.36 | N/A | -7.02 | N/A | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.08 | 47.87 | -6.79 | 45.76 | -4.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.04 | -19.87 | 2.83 | -18.25 | 1.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.87 | -43.77 | 11.90 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.26 | 15.10 | 13.46 | N/A | | 2008 | -10.19 | 2.67 | -6.18 | -21.25 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 720 | 848 | 84.91 | | 1-Month | 540 | 901 | 59.93 | | 3-Month | 790 | 898 | 87.97 | | 6-Month | 668 | 868 | 76.96 | | 1-Year | 535 | 847 | 63.16 | | 3-Year | | 749 | N/A | | 5-Year | | 636 | N/A |
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