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| Morningstar Return Rating: | | | Year to Date Return: | 22.67% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -22.31% | |
Worst 1-Yr Total Return (2008): | -22.31% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SPJSX | Category | Diff | Index* | Diff | | Year To Date | 22.67 | 4.63 | 18.04 | 27.36 | -4.69 | | 1-Month | -3.18 | -4.24 | 1.06 | -1.25 | -1.93 | | 3-Month | 1.25 | -3.34 | 4.59 | 8.10 | -6.85 | | 1-Year | 41.78 | 11.97 | 29.81 | 27.71 | 14.07 | | 3-Year | N/A | -15.37 | N/A | -5.22 | N/A | | 5-Year | N/A | -3.58 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.18 | 43.24 | 15.94 | 59.35 | -0.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.56 | -13.42 | 22.98 | -14.95 | 24.51 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPJSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.31 | -35.14 | 12.83 | | 2007 | | | N/A | -9.10 | N/A | | 2006 | | | N/A | -1.75 | N/A | | 2005 | | | N/A | 32.69 | N/A | | 2004 | | | N/A | 13.96 | N/A | | 2003 | | | N/A | 38.14 | N/A | | 2002 | | | N/A | -14.18 | N/A | | 2001 | | | N/A | -31.38 | N/A | | 2000 | | | N/A | -35.86 | N/A | | 1999 | | | N/A | 110.08 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SPJSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.86 | 33.58 | 11.41 | N/A | | 2008 | 4.01 | -0.56 | -19.87 | -6.26 | | 2007 | N/A | N/A | N/A | 0.89 | | 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 | 1 | 40 | 2.50 | | 1-Month | 29 | 43 | 67.44 | | 3-Month | 6 | 41 | 14.63 | | 6-Month | 0 | 40 | 0.00 | | 1-Year | 1 | 36 | 2.78 | | 3-Year | | 30 | N/A | | 5-Year | | 20 | N/A |
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