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| Morningstar Return Rating: | | | Year to Date Return: | 51.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -29.21% | |
Worst 1-Yr Total Return (2008): | -29.21% | |
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 | SRIDX | Category | Diff | Index* | Diff | | Year To Date | 51.88 | 30.74 | 21.14 | 24.07 | 27.81 | | 1-Month | 7.40 | 4.28 | 3.12 | 6.00 | 1.4 | | 3-Month | 14.08 | 5.45 | 8.63 | 7.91 | 6.17 | | 1-Year | 56.22 | 36.41 | 19.81 | 25.39 | 30.83 | | 3-Year | N/A | -6.04 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.99 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.25 | 54.55 | 11.7 | 45.76 | 20.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.65 | -16.09 | 16.74 | -18.25 | 18.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.21 | -39.18 | 9.97 | | 2007 | | | N/A | 4.85 | N/A | | 2006 | | | N/A | 14.03 | N/A | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SRIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.06 | 28.34 | 18.78 | N/A | | 2008 | -7.57 | -2.49 | -3.78 | -18.36 | | 2007 | N/A | N/A | -0.91 | -6.61 | | 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 | 18 | 450 | 4.00 | | 1-Month | 4 | 479 | 0.84 | | 3-Month | 4 | 476 | 0.84 | | 6-Month | 66 | 472 | 13.98 | | 1-Year | 31 | 450 | 6.89 | | 3-Year | | 367 | N/A | | 5-Year | | 293 | N/A |
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