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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.41% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -2.58% | |
Worst 1-Yr Total Return (2008): | -34.60% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -14.67% | | 3-Year: | -7.15% | | 5-Year: | 0.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNRAX | Category | Diff | Index* | Diff | | Year To Date | 13.41 | 19.13 | -5.72 | 17.05 | -3.64 | | 1-Month | -6.84 | -5.65 | -1.19 | -1.86 | -4.98 | | 3-Month | 1.16 | 2.75 | -1.59 | 5.48 | -4.32 | | 1-Year | 5.71 | 11.45 | -5.74 | 9.80 | -4.09 | | 3-Year | -9.43 | -8.46 | -0.97 | -7.02 | -2.41 | | 5-Year | -0.40 | 0.52 | -0.92 | 0.33 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.09 | 57.02 | -0.93 | 45.76 | 10.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.82 | -18.27 | -3.55 | -18.25 | -3.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.60 | -36.56 | 1.96 | | 2007 | | | -2.58 | -1.10 | -1.48 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SNRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.10 | 20.55 | 18.96 | N/A | | 2008 | -10.20 | 0.17 | -1.45 | -26.22 | | 2007 | 1.68 | 4.12 | -3.30 | -4.83 | | 2006 | N/A | N/A | 0.28 | 8.64 | | 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 | 467 | 641 | 72.85 | | 1-Month | 549 | 662 | 82.93 | | 3-Month | 502 | 652 | 76.99 | | 6-Month | 407 | 647 | 62.91 | | 1-Year | 372 | 630 | 59.05 | | 3-Year | 294 | 553 | 53.16 | | 5-Year | | 452 | N/A |
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