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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.60% | | 5-Year Average Return: | 2.20% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.73% | |
Worst 1-Yr Total Return (2008): | -28.70% | |
Best 3-Yr Total Return (2005-7): | 8.41% | |
Worst 3-Yr Total Return (2006-8): | -5.23% |
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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 | SPMRX | Category | Diff | Index* | Diff | | Year To Date | 19.60 | 22.21 | -2.61 | N/A | N/A | | 1-Month | 3.72 | 3.58 | 0.14 | N/A | N/A | | 3-Month | 5.85 | 5.74 | 0.11 | N/A | N/A | | 1-Year | 23.06 | 26.14 | -3.08 | N/A | N/A | | 3-Year | -2.73 | -2.18 | -0.55 | N/A | N/A | | 5-Year | 2.20 | 2.20 | 0 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.10 | 33.99 | -0.89 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.51 | -9.13 | -1.38 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPMRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.70 | -28.00 | -0.70 | | 2007 | | | 6.84 | 5.99 | 0.85 | | 2006 | | | 11.73 | 11.29 | 0.44 | | 2005 | | | 6.72 | 5.13 | 1.59 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SPMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.75 | 12.47 | 12.45 | N/A | | 2008 | -6.47 | -2.48 | -9.12 | -13.98 | | 2007 | 1.37 | 3.98 | 3.08 | -1.67 | | 2006 | 4.19 | -1.40 | 2.96 | 5.63 | | 2005 | -1.57 | 3.19 | 3.56 | 1.47 | | 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 | 888 | 1184 | 75.00 | | 1-Month | 1159 | 1233 | 94.00 | | 3-Month | 934 | 1229 | 76.00 | | 6-Month | 773 | 1208 | 63.99 | | 1-Year | 715 | 1183 | 60.44 | | 3-Year | 511 | 932 | 54.83 | | 5-Year | 360 | 784 | 45.92 |
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0.26% Nasdaq 
Performance
