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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.92% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.20% | |
Worst 1-Yr Total Return (2008): | -37.28% | |
Best 3-Yr Total Return (2004-6): | 10.63% | |
Worst 3-Yr Total Return (2006-8): | -8.58% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNXFX | Category | Diff | Index* | Diff | | Year To Date | 17.92 | 18.65 | -0.73 | 17.05 | 0.87 | | 1-Month | -2.05 | -2.18 | 0.13 | -1.86 | -0.19 | | 3-Month | 5.37 | 5.08 | 0.29 | 5.48 | -0.11 | | 1-Year | 10.72 | 11.86 | -1.14 | 9.80 | 0.92 | | 3-Year | -6.86 | -6.78 | -0.08 | -7.02 | 0.16 | | 5-Year | 0.59 | 0.49 | 0.1 | 0.33 | 0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.99 | 45.26 | 0.73 | 45.76 | 0.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.41 | -15.99 | -2.42 | -18.25 | -0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNXFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.28 | -37.79 | 0.51 | | 2007 | | | 5.76 | 6.16 | -0.40 | | 2006 | | | 15.20 | 14.17 | 1.03 | | 2005 | | | 6.05 | 5.88 | 0.17 | | 2004 | | | 10.82 | 10.02 | 0.80 | | 2003 | | | 28.74 | 27.05 | 1.69 | | 2002 | | | -21.19 | -22.25 | 1.06 | | 2001 | | | -12.26 | -13.50 | 1.24 | | 2000 | | | -8.21 | -6.31 | -1.90 | | 1999 | | | 21.00 | 20.16 | 0.84 |
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| PAST QUARTERLY RETURNS (%) FOR
SNXFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.42 | 16.09 | 15.76 | N/A | | 2008 | -9.50 | -1.83 | -9.09 | -22.34 | | 2007 | 1.09 | 6.02 | 1.90 | -3.17 | | 2006 | 4.47 | -1.56 | 4.86 | 6.82 | | 2005 | -2.05 | 2.15 | 3.64 | 2.26 | | 2004 | 1.90 | 1.27 | -1.90 | 9.48 | | 2003 | -3.02 | 15.26 | 2.88 | 11.95 | | 2002 | 0.81 | -13.10 | -16.61 | 7.88 | | 2001 | -12.58 | 6.45 | -15.39 | 11.44 | | 2000 | 3.57 | -3.76 | 0.35 | -8.24 | | 1999 | N/A | N/A | N/A | 16.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 946 | 2013 | 46.99 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 856 | 2090 | 40.96 | | 6-Month | 1004 | 2049 | 49.00 | | 1-Year | 764 | 1999 | 38.22 | | 3-Year | 625 | 1694 | 36.89 | | 5-Year | 455 | 1352 | 33.65 |
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