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| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.22% | | 5-Year Average Return: | 2.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.05% | |
Worst 1-Yr Total Return (2008): | -32.79% | |
Best 3-Yr Total Return (2004-6): | 12.19% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
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| 1-Year: | -9.11% | | 3-Year: | -1.97% | | 5-Year: | 3.20% | | 10-Year: | 8.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCOX | Category | Diff | Index* | Diff | | Year To Date | 17.22 | 21.65 | -4.43 | 17.05 | 0.17 | | 1-Month | -3.28 | -5.90 | 2.62 | -1.86 | -1.42 | | 3-Month | 4.53 | 2.07 | 2.46 | 5.48 | -0.95 | | 1-Year | 10.17 | 13.17 | -3 | 9.80 | 0.37 | | 3-Year | -4.52 | -7.45 | 2.93 | -7.02 | 2.5 | | 5-Year | 2.45 | 0.22 | 2.23 | 0.33 | 2.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.47 | 52.20 | -7.73 | 45.76 | -1.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.52 | -18.89 | -1.63 | -18.25 | -2.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.79 | -41.55 | 8.76 | | 2007 | | | 7.09 | 7.59 | -0.50 | | 2006 | | | 14.81 | 10.81 | 4.00 | | 2005 | | | 6.90 | 6.02 | 0.88 | | 2004 | | | 15.05 | 12.41 | 2.64 | | 2003 | | | 36.89 | 45.54 | -8.65 | | 2002 | | | -14.92 | -27.88 | 12.96 | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSCOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.61 | 14.98 | 15.34 | N/A | | 2008 | -8.61 | 0.16 | -3.08 | -24.25 | | 2007 | 2.55 | 5.38 | 2.23 | -3.06 | | 2006 | 11.00 | -5.15 | 0.95 | 8.02 | | 2005 | -2.36 | 2.98 | 4.14 | 2.09 | | 2004 | 3.73 | 4.46 | -2.89 | 9.34 | | 2003 | -1.81 | 18.28 | 4.17 | 13.16 | | 2002 | 4.97 | -7.35 | -16.05 | 4.20 | | 2001 | N/A | N/A | N/A | 20.28 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 616 | 790 | 77.97 | | 1-Month | 188 | 820 | 22.93 | | 3-Month | 491 | 819 | 59.95 | | 6-Month | 464 | 800 | 58.00 | | 1-Year | 442 | 783 | 56.45 | | 3-Year | 124 | 669 | 18.54 | | 5-Year | 131 | 554 | 23.65 |
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0.22% Nasdaq 0.00%
Performance
