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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.26% | | 5-Year Average Return: | 2.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.91% | |
Worst 1-Yr Total Return (2008): | -48.11% | |
Best 3-Yr Total Return (2005-7): | 12.91% | |
Worst 3-Yr Total Return (2006-8): | -13.18% |
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| 1-Year: | 7.88% | | 3-Year: | -3.01% | | 5-Year: | 3.83% | | 10-Year: | 1.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSACX | Category | Diff | Index* | Diff | | Year To Date | 33.26 | 24.15 | 9.11 | 17.05 | 16.21 | | 1-Month | -3.46 | -2.25 | -1.21 | -1.86 | -1.6 | | 3-Month | 0.84 | 4.52 | -3.68 | 5.48 | -4.64 | | 1-Year | 25.16 | 15.35 | 9.81 | 9.80 | 15.36 | | 3-Year | -5.71 | -4.95 | -0.76 | -7.02 | 1.31 | | 5-Year | 2.14 | 0.99 | 1.15 | 0.33 | 1.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.30 | 42.81 | 12.49 | 45.76 | 9.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.49 | -17.14 | 1.65 | -18.25 | 2.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.11 | -40.67 | -7.44 | | 2007 | | | 20.91 | 13.35 | 7.56 | | 2006 | | | 4.31 | 7.05 | -2.74 | | 2005 | | | 14.13 | 6.71 | 7.42 | | 2004 | | | 16.46 | 7.81 | 8.65 | | 2003 | | | 34.49 | 28.66 | 5.83 | | 2002 | | | -23.57 | -27.64 | 4.07 | | 2001 | | | -27.38 | -22.30 | -5.08 | | 2000 | | | -15.92 | -13.05 | -2.87 | | 1999 | | | 71.47 | 38.87 | 32.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SSACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.47 | 20.39 | 16.38 | N/A | | 2008 | -14.78 | 2.11 | -24.40 | -21.13 | | 2007 | 2.36 | 9.08 | 7.09 | 1.12 | | 2006 | 7.14 | -8.79 | 1.33 | 5.34 | | 2005 | 0.48 | 5.58 | 2.40 | 5.07 | | 2004 | 1.97 | 3.20 | -5.45 | 17.04 | | 2003 | -3.65 | 19.10 | 7.15 | 9.37 | | 2002 | -2.53 | -3.45 | -17.58 | -1.47 | | 2001 | -23.38 | 7.57 | -23.62 | 15.35 | | 2000 | 10.86 | -5.35 | 1.32 | -20.91 | | 1999 | N/A | N/A | N/A | 50.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 252 | 1802 | 13.98 | | 1-Month | 1776 | 1890 | 93.97 | | 3-Month | 1827 | 1884 | 96.97 | | 6-Month | 401 | 1827 | 21.95 | | 1-Year | 227 | 1797 | 12.63 | | 3-Year | 879 | 1518 | 57.91 | | 5-Year | 315 | 1251 | 25.18 |
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0.20% Nasdaq 
0.27%
Performance
