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| Morningstar Return Rating: | Average | | Year to Date Return: | 39.00% | | 5-Year Average Return: | 1.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.95% | |
Worst 1-Yr Total Return (2008): | -48.13% | |
Best 3-Yr Total Return (2005-7): | 12.93% | |
Worst 3-Yr Total Return (2006-8): | -13.19% |
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| 1-Year: | 4.87% | | 3-Year: | -3.95% | | 5-Year: | 3.48% | | 10-Year: | 1.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSABX | Category | Diff | Index* | Diff | | Year To Date | 39.00 | 31.20 | 7.8 | 24.07 | 14.93 | | 1-Month | 4.25 | 5.67 | -1.42 | 6.00 | -1.75 | | 3-Month | 5.53 | 8.18 | -2.65 | 7.91 | -2.38 | | 1-Year | 46.32 | 34.04 | 12.28 | 25.39 | 20.93 | | 3-Year | -5.24 | -3.89 | -1.35 | -5.79 | 0.55 | | 5-Year | 1.58 | 1.25 | 0.33 | 0.71 | 0.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.25 | 43.84 | 11.41 | 45.76 | 9.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.49 | -18.03 | 2.54 | -18.25 | 2.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.13 | -40.67 | -7.46 | | 2007 | | | 20.95 | 13.35 | 7.60 | | 2006 | | | 4.27 | 7.05 | -2.78 | | 2005 | | | 14.19 | 6.71 | 7.48 | | 2004 | | | 16.39 | 7.81 | 8.58 | | 2003 | | | 34.58 | 28.66 | 5.92 | | 2002 | | | -23.57 | -27.64 | 4.07 | | 2001 | | | -27.41 | -22.30 | -5.11 | | 2000 | | | -15.90 | -13.05 | -2.85 | | 1999 | | | 71.51 | 38.87 | 32.64 |
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| PAST QUARTERLY RETURNS (%) FOR
SSABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.40 | 20.37 | 16.37 | N/A | | 2008 | -14.81 | 2.15 | -24.39 | -21.17 | | 2007 | 2.40 | 9.08 | 7.05 | 1.16 | | 2006 | 7.14 | -8.83 | 1.38 | 5.29 | | 2005 | 0.48 | 5.64 | 2.39 | 5.07 | | 2004 | 1.97 | 3.20 | -5.44 | 16.97 | | 2003 | -3.57 | 19.09 | 7.08 | 9.44 | | 2002 | -2.53 | -3.45 | -17.51 | -1.55 | | 2001 | -23.37 | 7.56 | -23.66 | 15.35 | | 2000 | 10.89 | -5.35 | 1.29 | -20.90 | | 1999 | N/A | N/A | N/A | 50.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 290 | 1818 | 15.95 | | 1-Month | 1639 | 1906 | 85.99 | | 3-Month | 1751 | 1904 | 91.96 | | 6-Month | 1082 | 1866 | 57.98 | | 1-Year | 205 | 1815 | 11.29 | | 3-Year | 790 | 1537 | 51.40 | | 5-Year | 510 | 1273 | 40.06 |
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0.01% Nasdaq 
Performance
