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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.72% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.15% | |
Worst 1-Yr Total Return (2008): | -27.02% | |
Best 3-Yr Total Return (2004-6): | 12.09% | |
Worst 3-Yr Total Return (2006-8): | -5.25% |
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| 1-Year: | -11.24% | | 3-Year: | -2.82% | | 5-Year: | 2.34% | | 10-Year: | 7.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCCX | Category | Diff | Index* | Diff | | Year To Date | 12.72 | 19.19 | -6.47 | 17.05 | -4.33 | | 1-Month | -2.65 | -5.16 | 2.51 | -1.86 | -0.79 | | 3-Month | 5.54 | 4.11 | 1.43 | 5.48 | 0.06 | | 1-Year | 3.83 | 11.22 | -7.39 | 9.80 | -5.97 | | 3-Year | -4.39 | -7.72 | 3.33 | -7.02 | 2.63 | | 5-Year | 1.63 | 1.02 | 0.61 | 0.33 | 1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.73 | 60.83 | -12.1 | 45.76 | 2.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.09 | -15.36 | -4.73 | -18.25 | -1.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.02 | -32.24 | 5.22 | | 2007 | | | 2.04 | -6.08 | 8.12 | | 2006 | | | 14.25 | 16.27 | -2.02 | | 2005 | | | 3.46 | 6.40 | -2.94 | | 2004 | | | 19.15 | 21.14 | -1.99 | | 2003 | | | 34.18 | 42.38 | -8.20 | | 2002 | | | -9.39 | -10.12 | 0.73 | | 2001 | | | 5.77 | 15.92 | -10.15 | | 2000 | | | 20.83 | 18.64 | 2.19 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSCCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.45 | 18.37 | 17.07 | N/A | | 2008 | -7.59 | 1.44 | 0.71 | -22.70 | | 2007 | 4.56 | 5.88 | -3.67 | -4.32 | | 2006 | 10.34 | -2.47 | -0.25 | 6.42 | | 2005 | -1.79 | 2.55 | 4.27 | -1.48 | | 2004 | 2.90 | 5.22 | -0.08 | 10.13 | | 2003 | -2.58 | 14.53 | 6.04 | 13.41 | | 2002 | 8.86 | -3.17 | -16.46 | 2.90 | | 2001 | -3.90 | 13.46 | -17.47 | 17.53 | | 2000 | 19.19 | -2.02 | -2.81 | 6.45 | | 1999 | N/A | N/A | N/A | 8.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 390 | 73.85 | | 1-Month | 64 | 406 | 15.76 | | 3-Month | 48 | 405 | 11.85 | | 6-Month | 253 | 396 | 63.89 | | 1-Year | 279 | 381 | 73.23 | | 3-Year | 59 | 317 | 18.61 | | 5-Year | 87 | 242 | 35.95 |
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