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| Morningstar Return Rating: | Above average | | Year to Date Return: | 24.27% | | 5-Year Average Return: | 0.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.20% | |
Worst 1-Yr Total Return (2008): | -33.15% | |
Best 3-Yr Total Return (2004-6): | 12.57% | |
Worst 3-Yr Total Return (2006-8): | -8.40% |
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| 1-Year: | -12.78% | | 3-Year: | -4.90% | | 5-Year: | 1.99% | | 10-Year: | 7.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCEX | Category | Diff | Index* | Diff | | Year To Date | 24.27 | 22.72 | 1.55 | 24.07 | 0.2 | | 1-Month | 3.46 | 3.14 | 0.32 | 6.00 | -2.54 | | 3-Month | 2.50 | 3.09 | -0.59 | 7.91 | -5.41 | | 1-Year | 30.35 | 29.36 | 0.99 | 25.39 | 4.96 | | 3-Year | -5.87 | -8.14 | 2.27 | -5.79 | -0.08 | | 5-Year | 0.90 | -0.30 | 1.2 | 0.71 | 0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.41 | 57.49 | 5.92 | 45.76 | 17.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.17 | -19.40 | 0.23 | -18.25 | -0.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.15 | -36.56 | 3.41 | | 2007 | | | -0.77 | -1.10 | 0.33 | | 2006 | | | 15.86 | 15.03 | 0.83 | | 2005 | | | 5.97 | 6.75 | -0.78 | | 2004 | | | 16.20 | 18.94 | -2.74 | | 2003 | | | 38.58 | 43.41 | -4.83 | | 2002 | | | -8.63 | -16.22 | 7.59 | | 2001 | | | 18.29 | 8.92 | 9.37 | | 2000 | | | 16.61 | 11.89 | 4.72 | | 1999 | | | 10.45 | 19.95 | -9.50 |
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| PAST QUARTERLY RETURNS (%) FOR
SSCEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.82 | 25.81 | 18.03 | N/A | | 2008 | -6.56 | 0.71 | -1.76 | -27.69 | | 2007 | 2.56 | 6.44 | -3.51 | -5.78 | | 2006 | 11.04 | -4.17 | 1.30 | 7.49 | | 2005 | -2.55 | 2.06 | 4.36 | 2.09 | | 2004 | 4.22 | 2.05 | -2.74 | 12.32 | | 2003 | -5.38 | 19.52 | 7.67 | 13.80 | | 2002 | 10.05 | -2.03 | -17.80 | 3.09 | | 2001 | 2.27 | 12.26 | -10.79 | 15.50 | | 2000 | 4.21 | 0.90 | 6.05 | 4.58 | | 1999 | N/A | N/A | N/A | 7.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 216 | 657 | 32.88 | | 1-Month | 353 | 679 | 51.99 | | 3-Month | 409 | 671 | 60.95 | | 6-Month | 238 | 663 | 35.90 | | 1-Year | 194 | 646 | 30.03 | | 3-Year | 148 | 573 | 25.83 | | 5-Year | 143 | 475 | 30.11 |
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0.02% Nasdaq 
0.33%
Performance
