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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.29% | | 5-Year Average Return: | 2.71% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 21.72% | |
Worst 1-Yr Total Return (2008): | -32.63% | |
Best 3-Yr Total Return (2004-6): | 14.36% | |
Worst 3-Yr Total Return (2006-8): | -10.79% |
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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 | SPSCX | Category | Diff | Index* | Diff | | Year To Date | 41.29 | 19.19 | 22.1 | 17.05 | 24.24 | | 1-Month | -6.04 | -5.16 | -0.88 | -1.86 | -4.18 | | 3-Month | 4.32 | 4.11 | 0.21 | 5.48 | -1.16 | | 1-Year | 35.57 | 11.22 | 24.35 | 9.80 | 25.77 | | 3-Year | -4.28 | -7.72 | 3.44 | -7.02 | 2.74 | | 5-Year | 2.71 | 1.02 | 1.69 | 0.33 | 2.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 87.07 | 60.83 | 26.24 | 45.76 | 41.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.71 | -15.36 | 13.65 | -18.25 | 16.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.63 | -32.24 | -0.39 | | 2007 | | | -12.50 | -6.08 | -6.42 | | 2006 | | | 20.45 | 16.27 | 4.18 | | 2005 | | | 2.00 | 6.40 | -4.40 | | 2004 | | | 21.72 | 21.14 | 0.58 | | 2003 | | | 41.75 | 42.38 | -0.63 | | 2002 | | | -17.03 | -10.12 | -6.91 | | 2001 | | | 9.76 | 15.92 | -6.16 | | 2000 | | | 22.12 | 18.64 | 3.48 | | 1999 | | | 6.50 | 6.78 | -0.28 |
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| PAST QUARTERLY RETURNS (%) FOR
SPSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.22 | 32.90 | 24.64 | N/A | | 2008 | -3.58 | -7.62 | 4.55 | -27.65 | | 2007 | 3.15 | 3.77 | -8.02 | -11.13 | | 2006 | 9.41 | -3.30 | 4.83 | 8.61 | | 2005 | -7.84 | 1.51 | 6.77 | 2.11 | | 2004 | 5.65 | 4.33 | -2.80 | 13.62 | | 2003 | -5.63 | 21.80 | 8.59 | 13.57 | | 2002 | 6.04 | -6.08 | -20.49 | 4.77 | | 2001 | -2.12 | 13.91 | -15.71 | 16.79 | | 2000 | 4.88 | 0.41 | 7.22 | 8.16 | | 1999 | N/A | N/A | N/A | 7.42 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 31 | 390 | 7.95 | | 1-Month | 223 | 406 | 54.93 | | 3-Month | 299 | 405 | 73.83 | | 6-Month | 51 | 396 | 12.88 | | 1-Year | 10 | 381 | 2.62 | | 3-Year | 53 | 317 | 16.72 | | 5-Year | 51 | 242 | 21.07 |
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1.23% Nasdaq 
Performance
