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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.79% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.91% | |
Worst 1-Yr Total Return (2008): | -36.18% | |
Best 3-Yr Total Return (2004-6): | 9.80% | |
Worst 3-Yr Total Return (2006-8): | -7.37% |
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| 1-Year: | -9.65% | | 3-Year: | -4.85% | | 5-Year: | 1.40% | | 10-Year: | 1.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNCBX | Category | Diff | Index* | Diff | | Year To Date | 18.79 | 18.65 | 0.14 | 17.05 | 1.74 | | 1-Month | -1.49 | -2.18 | 0.69 | -1.86 | 0.37 | | 3-Month | 4.80 | 5.08 | -0.28 | 5.48 | -0.68 | | 1-Year | 9.86 | 11.86 | -2 | 9.80 | 0.06 | | 3-Year | -5.33 | -6.78 | 1.45 | -7.02 | 1.69 | | 5-Year | 1.56 | 0.49 | 1.07 | 0.33 | 1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.46 | 45.26 | -1.8 | 45.76 | -2.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.16 | -15.99 | -2.17 | -18.25 | 0.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.18 | -37.79 | 1.61 | | 2007 | | | 8.37 | 6.16 | 2.21 | | 2006 | | | 14.91 | 14.17 | 0.74 | | 2005 | | | 6.26 | 5.88 | 0.38 | | 2004 | | | 8.42 | 10.02 | -1.60 | | 2003 | | | 28.07 | 27.05 | 1.02 | | 2002 | | | -17.75 | -22.25 | 4.50 | | 2001 | | | -10.75 | -13.50 | 2.75 | | 2000 | | | 9.56 | -6.31 | 15.87 | | 1999 | | | 2.28 | 20.16 | -17.88 |
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| PAST QUARTERLY RETURNS (%) FOR
SNCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.07 | 17.12 | 13.24 | N/A | | 2008 | -7.88 | -1.08 | -10.26 | -21.95 | | 2007 | 0.28 | 6.92 | 4.42 | -3.20 | | 2006 | 4.39 | -1.44 | 5.17 | 6.19 | | 2005 | -0.38 | -0.17 | 3.86 | 2.88 | | 2004 | -0.14 | 2.59 | -1.03 | 6.93 | | 2003 | -7.56 | 17.55 | 3.22 | 14.19 | | 2002 | 2.81 | -10.70 | -16.42 | 7.19 | | 2001 | -6.99 | 1.26 | -10.78 | 6.22 | | 2000 | 0.18 | 0.00 | 5.37 | 3.80 | | 1999 | N/A | N/A | N/A | 5.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 905 | 2013 | 44.96 | | 1-Month | 675 | 2110 | 31.99 | | 3-Month | 982 | 2090 | 46.99 | | 6-Month | 1393 | 2049 | 67.98 | | 1-Year | 1077 | 1999 | 53.88 | | 3-Year | 354 | 1694 | 20.90 | | 5-Year | 262 | 1352 | 19.38 |
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1.00% Nasdaq 
0.03 (0.11%) 
Performance
