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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.57% | | 5-Year Average Return: | 0.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.20% | |
Worst 1-Yr Total Return (2008): | -27.06% | |
Best 3-Yr Total Return (2004-6): | 12.10% | |
Worst 3-Yr Total Return (2006-8): | -5.24% |
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| 1-Year: | -14.31% | | 3-Year: | -3.36% | | 5-Year: | 2.16% | | 10-Year: | 7.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSCZX | Category | Diff | Index* | Diff | | Year To Date | 14.57 | 22.92 | -8.35 | 24.07 | -9.5 | | 1-Month | 1.57 | 2.83 | -1.26 | 6.00 | -4.43 | | 3-Month | 5.27 | 2.63 | 2.64 | 7.91 | -2.64 | | 1-Year | 16.47 | 29.66 | -13.19 | 25.39 | -8.92 | | 3-Year | -4.89 | -8.12 | 3.23 | -5.79 | 0.9 | | 5-Year | 0.60 | -0.18 | 0.78 | 0.71 | -0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.44 | 63.44 | -15 | 45.76 | 2.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.08 | -16.13 | -3.95 | -18.25 | -1.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSCZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.06 | -32.24 | 5.18 | | 2007 | | | 2.05 | -6.08 | 8.13 | | 2006 | | | 14.30 | 16.27 | -1.97 | | 2005 | | | 3.40 | 6.40 | -3.00 | | 2004 | | | 19.20 | 21.14 | -1.94 | | 2003 | | | 34.30 | 42.38 | -8.08 | | 2002 | | | -9.42 | -10.12 | 0.70 | | 2001 | | | 5.79 | 15.92 | -10.13 | | 2000 | | | 21.01 | 18.64 | 2.37 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSCZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.34 | 18.21 | 16.96 | N/A | | 2008 | -7.50 | 1.45 | 0.57 | -22.71 | | 2007 | 4.58 | 5.90 | -3.69 | -4.34 | | 2006 | 10.38 | -2.48 | -0.17 | 6.36 | | 2005 | -1.87 | 2.64 | 4.21 | -1.49 | | 2004 | 2.91 | 5.24 | -0.08 | 10.15 | | 2003 | -2.48 | 14.45 | 6.06 | 13.45 | | 2002 | 8.89 | -3.18 | -16.50 | 2.91 | | 2001 | -3.91 | 13.49 | -17.51 | 17.59 | | 2000 | 19.26 | -1.95 | -2.81 | 6.47 | | 1999 | N/A | N/A | N/A | 7.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 281 | 361 | 77.84 | | 1-Month | 345 | 380 | 90.79 | | 3-Month | 30 | 377 | 7.96 | | 6-Month | 305 | 368 | 82.88 | | 1-Year | 254 | 358 | 70.95 | | 3-Year | 61 | 293 | 20.82 | | 5-Year | 77 | 233 | 33.05 |
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