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| Morningstar Return Rating: | Average | | Year to Date Return: | -1.85% | | 5-Year Average Return: | 1.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 20.37% | |
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 | -1.85 | -1.95 | 0.1 | N/A | N/A | | 1-Month | -1.85 | -1.95 | 0.1 | N/A | N/A | | 3-Month | 2.45 | 3.10 | -0.65 | N/A | N/A | | 1-Year | 25.75 | 27.80 | -2.05 | N/A | N/A | | 3-Year | -3.84 | -2.95 | -0.89 | N/A | N/A | | 5-Year | 1.80 | 1.92 | -0.12 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.10 | 33.97 | -0.87 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.51 | -9.11 | -1.4 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPMRX | Category | Diff | | 2009 | | | 20.37 | 24.13 | -3.76 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SPMRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.75 | 12.47 | 12.45 | 3.18 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 585 | 1246 | 46.95 | | 1-Month | 710 | 1246 | 56.98 | | 3-Month | 1019 | 1228 | 82.98 | | 6-Month | 744 | 1221 | 60.93 | | 1-Year | 643 | 1176 | 54.68 | | 3-Year | 541 | 964 | 56.12 | | 5-Year | 347 | 789 | 43.98 |
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0.63% Nasdaq 
0.08 (0.85%) 
Performance
