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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.79% | | 5-Year Average Return: | -3.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.31% | |
Worst 1-Yr Total Return (2008): | -47.81% | |
Best 3-Yr Total Return (2004-6): | 8.07% | |
Worst 3-Yr Total Return (2006-8): | -16.04% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCGX | Category | Diff | Index* | Diff | | Year To Date | 22.79 | 21.65 | 1.14 | 17.05 | 5.74 | | 1-Month | -6.87 | -5.90 | -0.97 | -1.86 | -5.01 | | 3-Month | 0.58 | 2.07 | -1.49 | 5.48 | -4.9 | | 1-Year | 13.68 | 13.17 | 0.51 | 9.80 | 3.88 | | 3-Year | -12.45 | -7.45 | -5 | -7.02 | -5.43 | | 5-Year | -3.23 | 0.22 | -3.45 | 0.33 | -3.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.52 | 52.20 | 4.32 | 45.76 | 10.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.06 | -18.89 | -6.17 | -18.25 | -6.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.81 | -41.55 | -6.26 | | 2007 | | | 1.90 | 7.59 | -5.69 | | 2006 | | | 11.31 | 10.81 | 0.50 | | 2005 | | | 3.48 | 6.02 | -2.54 | | 2004 | | | 9.57 | 12.41 | -2.84 | | 2003 | | | 56.00 | 45.54 | 10.46 | | 2002 | | | -33.74 | -27.88 | -5.86 | | 2001 | | | -12.45 | -8.91 | -3.54 | | 2000 | | | -12.41 | -3.85 | -8.56 | | 1999 | | | 75.22 | 64.77 | 10.45 |
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| PAST QUARTERLY RETURNS (%) FOR
SSCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.65 | 24.05 | 16.34 | N/A | | 2008 | -15.66 | 1.38 | -13.22 | -29.67 | | 2007 | 2.18 | 8.10 | -1.70 | -6.14 | | 2006 | 14.29 | -8.98 | -1.59 | 8.73 | | 2005 | -8.33 | 4.42 | 6.50 | 1.51 | | 2004 | 5.69 | -3.55 | -7.12 | 15.72 | | 2003 | -3.61 | 27.43 | 12.07 | 13.32 | | 2002 | -2.97 | -16.79 | -22.98 | 6.55 | | 2001 | -19.41 | 23.46 | -29.75 | 25.26 | | 2000 | 16.67 | -4.86 | -3.53 | -18.20 | | 1999 | N/A | N/A | N/A | 45.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 331 | 790 | 41.90 | | 1-Month | 615 | 820 | 75.00 | | 3-Month | 647 | 819 | 79.00 | | 6-Month | 376 | 800 | 47.00 | | 1-Year | 258 | 783 | 32.95 | | 3-Year | 521 | 669 | 77.88 | | 5-Year | 433 | 554 | 78.16 |
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Performance
