|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.02% | | 5-Year Average Return: | -4.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.14% | |
Worst 1-Yr Total Return (2008): | -48.03% | |
Best 3-Yr Total Return (2004-6): | 9.02% | |
Worst 3-Yr Total Return (2006-8): | -17.11% |
|
| 1-Year: | -12.24% | | 3-Year: | -11.44% | | 5-Year: | -3.70% | | 10-Year: | -0.72% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCAX | Category | Diff | Index* | Diff | | Year To Date | 18.02 | 21.65 | -3.63 | 17.05 | 0.97 | | 1-Month | -6.34 | -5.90 | -0.44 | -1.86 | -4.48 | | 3-Month | 2.70 | 2.07 | 0.63 | 5.48 | -2.78 | | 1-Year | 10.14 | 13.17 | -3.03 | 9.80 | 0.34 | | 3-Year | -12.66 | -7.45 | -5.21 | -7.02 | -5.64 | | 5-Year | -4.44 | 0.22 | -4.66 | 0.33 | -4.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.49 | 52.20 | 1.29 | 45.76 | 7.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.08 | -18.89 | -4.19 | -18.25 | -4.83 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.03 | -41.55 | -6.48 | | 2007 | | | 4.80 | 7.59 | -2.79 | | 2006 | | | 4.55 | 10.81 | -6.26 | | 2005 | | | 6.72 | 6.02 | 0.70 | | 2004 | | | 16.14 | 12.41 | 3.73 | | 2003 | | | 55.09 | 45.54 | 9.55 | | 2002 | | | -27.33 | -27.88 | 0.55 | | 2001 | | | -28.85 | -8.91 | -19.94 | | 2000 | | | -9.56 | -3.85 | -5.71 | | 1999 | | | 87.15 | 64.77 | 22.38 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.43 | 17.13 | 18.79 | N/A | | 2008 | -19.32 | 0.84 | -13.54 | -26.11 | | 2007 | 1.13 | 7.78 | 1.31 | -5.10 | | 2006 | 10.28 | -8.36 | -3.64 | 7.36 | | 2005 | -6.38 | 6.11 | 5.49 | 1.84 | | 2004 | 6.49 | -1.60 | -3.39 | 14.72 | | 2003 | -5.75 | 27.57 | 15.84 | 11.35 | | 2002 | -3.13 | -10.60 | -20.80 | 5.96 | | 2001 | -27.00 | 9.84 | -24.32 | 17.24 | | 2000 | 26.98 | -12.78 | 3.03 | -20.74 | | 1999 | N/A | N/A | N/A | 52.98 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 442 | 790 | 55.95 | | 1-Month | 270 | 820 | 32.93 | | 3-Month | 163 | 819 | 19.90 | | 6-Month | 616 | 800 | 77.00 | | 1-Year | 302 | 783 | 38.57 | | 3-Year | 514 | 669 | 76.83 | | 5-Year | 452 | 554 | 81.59 |
|
|
|
|
|
0.22% Nasdaq 
Performance
