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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.96% | | 5-Year Average Return: | 2.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.73% | |
Worst 1-Yr Total Return (2008): | -47.77% | |
Best 3-Yr Total Return (2005-7): | 13.67% | |
Worst 3-Yr Total Return (2006-8): | -12.61% |
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| 1-Year: | 3.35% | | 3-Year: | -4.27% | | 5-Year: | 3.28% | | 10-Year: | 1.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSAAX | Category | Diff | Index* | Diff | | Year To Date | 33.96 | 24.15 | 9.81 | 17.05 | 16.91 | | 1-Month | -3.43 | -2.25 | -1.18 | -1.86 | -1.57 | | 3-Month | 1.01 | 4.52 | -3.51 | 5.48 | -4.47 | | 1-Year | 25.93 | 15.35 | 10.58 | 9.80 | 16.13 | | 3-Year | -5.09 | -4.95 | -0.14 | -7.02 | 1.93 | | 5-Year | 2.82 | 0.99 | 1.83 | 0.33 | 2.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.88 | 42.81 | 13.07 | 45.76 | 10.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.90 | -17.14 | 2.24 | -18.25 | 3.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.77 | -40.67 | -7.10 | | 2007 | | | 21.73 | 13.35 | 8.38 | | 2006 | | | 4.98 | 7.05 | -2.07 | | 2005 | | | 14.92 | 6.71 | 8.21 | | 2004 | | | 17.19 | 7.81 | 9.38 | | 2003 | | | 35.44 | 28.66 | 6.78 | | 2002 | | | -23.07 | -27.64 | 4.57 | | 2001 | | | -26.93 | -22.30 | -4.63 | | 2000 | | | -15.39 | -13.05 | -2.34 | | 1999 | | | 72.64 | 38.87 | 33.77 |
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| PAST QUARTERLY RETURNS (%) FOR
SSAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.34 | 20.61 | 16.58 | N/A | | 2008 | -14.65 | 2.30 | -24.33 | -20.95 | | 2007 | 2.51 | 9.25 | 7.25 | 1.35 | | 2006 | 7.31 | -8.67 | 1.50 | 5.52 | | 2005 | 0.65 | 5.78 | 2.52 | 5.28 | | 2004 | 2.16 | 3.37 | -5.30 | 17.19 | | 2003 | -3.47 | 19.30 | 7.33 | 9.58 | | 2002 | -2.37 | -3.30 | -17.36 | -1.40 | | 2001 | -23.25 | 7.75 | -23.50 | 15.50 | | 2000 | 11.07 | -5.19 | 1.43 | -20.78 | | 1999 | N/A | N/A | N/A | 50.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 234 | 1802 | 12.99 | | 1-Month | 1776 | 1890 | 93.97 | | 3-Month | 1808 | 1884 | 95.97 | | 6-Month | 347 | 1827 | 18.99 | | 1-Year | 201 | 1797 | 11.19 | | 3-Year | 769 | 1518 | 50.66 | | 5-Year | 212 | 1251 | 16.95 |
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0.01% Nasdaq 
0.22%
Performance
