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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.47% | | 5-Year Average Return: | -0.36% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.69% | |
Worst 1-Yr Total Return (2008): | -37.51% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -11.98% | | 3-Year: | -7.70% | | 5-Year: | -0.68% | | 10-Year: | -1.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNPAX | Category | Diff | Index* | Diff | | Year To Date | 16.47 | 18.65 | -2.18 | 17.05 | -0.58 | | 1-Month | -2.00 | -2.18 | 0.18 | -1.86 | -0.14 | | 3-Month | 5.23 | 5.08 | 0.15 | 5.48 | -0.25 | | 1-Year | 9.11 | 11.86 | -2.75 | 9.80 | -0.69 | | 3-Year | -7.69 | -6.78 | -0.91 | -7.02 | -0.67 | | 5-Year | -0.36 | 0.49 | -0.85 | 0.33 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.37 | 45.26 | 0.11 | 45.76 | -0.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.83 | -15.99 | -2.84 | -18.25 | -0.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.51 | -37.79 | 0.28 | | 2007 | | | 4.69 | 6.16 | -1.47 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SNPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.13 | 15.86 | 15.42 | N/A | | 2008 | -9.66 | -2.90 | -8.64 | -22.03 | | 2007 | 0.46 | 6.01 | 1.92 | -3.55 | | 2006 | N/A | N/A | 5.56 | 6.47 | | 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 | 1268 | 2013 | 62.99 | | 1-Month | 675 | 2110 | 31.99 | | 3-Month | 877 | 2090 | 41.96 | | 6-Month | 1065 | 2049 | 51.98 | | 1-Year | 1053 | 1999 | 52.68 | | 3-Year | 896 | 1694 | 52.89 | | 5-Year | | 1352 | N/A |
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