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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.65% | | 5-Year Average Return: | 1.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.39% | |
Worst 1-Yr Total Return (2008): | -26.35% | |
Best 3-Yr Total Return (2004-6): | 13.23% | |
Worst 3-Yr Total Return (2006-8): | -4.35% |
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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 | SSCPX | Category | Diff | Index* | Diff | | Year To Date | 15.65 | 22.92 | -7.27 | 24.07 | -8.42 | | 1-Month | 1.53 | 2.83 | -1.3 | 6.00 | -4.47 | | 3-Month | 5.39 | 2.63 | 2.76 | 7.91 | -2.52 | | 1-Year | 17.64 | 29.66 | -12.02 | 25.39 | -7.75 | | 3-Year | -3.96 | -8.12 | 4.16 | -5.79 | 1.83 | | 5-Year | 1.58 | -0.18 | 1.76 | 0.71 | 0.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.78 | 63.44 | -13.66 | 45.76 | 4.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.18 | -16.13 | -3.05 | -18.25 | -0.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.35 | -32.24 | 5.89 | | 2007 | | | 2.93 | -6.08 | 9.01 | | 2006 | | | 15.42 | 16.27 | -0.85 | | 2005 | | | 4.47 | 6.40 | -1.93 | | 2004 | | | 20.39 | 21.14 | -0.75 | | 2003 | | | 35.51 | 42.38 | -6.87 | | 2002 | | | -8.38 | -10.12 | 1.74 | | 2001 | | | 6.72 | 15.92 | -9.20 | | 2000 | | | 21.93 | 18.64 | 3.29 | | 1999 | | | 13.01 | 6.78 | 6.23 |
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| PAST QUARTERLY RETURNS (%) FOR
SSCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.17 | 18.67 | 17.31 | N/A | | 2008 | -7.40 | 1.79 | 0.94 | -22.59 | | 2007 | 4.87 | 6.14 | -3.44 | -4.23 | | 2006 | 10.63 | -2.23 | 0.00 | 6.72 | | 2005 | -1.61 | 2.87 | 4.51 | -1.23 | | 2004 | 3.15 | 5.56 | 0.07 | 10.48 | | 2003 | -2.37 | 14.76 | 6.43 | 13.64 | | 2002 | 9.06 | -2.91 | -16.17 | 3.21 | | 2001 | -3.66 | 13.73 | -17.32 | 17.80 | | 2000 | 19.44 | -1.68 | -2.61 | 6.61 | | 1999 | N/A | N/A | N/A | 8.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 267 | 361 | 73.96 | | 1-Month | 334 | 380 | 87.89 | | 3-Month | 7 | 377 | 1.86 | | 6-Month | 290 | 368 | 78.80 | | 1-Year | 242 | 358 | 67.60 | | 3-Year | 37 | 293 | 12.63 | | 5-Year | 46 | 233 | 19.74 |
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0.11% Nasdaq 
0.01%
Performance
