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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.77% | | 5-Year Average Return: | -0.94% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 16.07% | |
Worst 1-Yr Total Return (2008): | -44.30% | |
Best 3-Yr Total Return (2005-7): | 7.13% | |
Worst 3-Yr Total Return (2006-8): | -13.62% |
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| 1-Year: | -10.98% | | 3-Year: | -5.68% | | 5-Year: | -2.25% | | 10-Year: | -2.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSFAX | Category | Diff | Index* | Diff | | Year To Date | 24.77 | 24.15 | 0.62 | 17.05 | 7.72 | | 1-Month | -1.37 | -2.25 | 0.88 | -1.86 | 0.49 | | 3-Month | 4.86 | 4.52 | 0.34 | 5.48 | -0.62 | | 1-Year | 14.12 | 15.35 | -1.23 | 9.80 | 4.32 | | 3-Year | -5.46 | -4.95 | -0.51 | -7.02 | 1.56 | | 5-Year | -0.94 | 0.99 | -1.93 | 0.33 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.04 | 42.81 | -2.77 | 45.76 | -5.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.36 | -17.14 | -3.22 | -18.25 | -2.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSFAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.30 | -40.67 | -3.63 | | 2007 | | | 16.07 | 13.35 | 2.72 | | 2006 | | | -0.32 | 7.05 | -7.37 | | 2005 | | | 6.28 | 6.71 | -0.43 | | 2004 | | | 1.61 | 7.81 | -6.20 | | 2003 | | | 41.23 | 28.66 | 12.57 | | 2002 | | | -23.95 | -27.64 | 3.69 | | 2001 | | | -14.29 | -22.30 | 8.01 | | 2000 | | | -19.08 | -13.05 | -6.03 | | 1999 | | | 58.55 | 38.87 | 19.68 |
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| PAST QUARTERLY RETURNS (%) FOR
SSFAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.81 | 13.68 | 14.50 | N/A | | 2008 | -13.85 | 3.04 | -15.96 | -25.34 | | 2007 | -1.28 | 2.60 | 9.86 | 4.32 | | 2006 | 1.49 | -7.50 | -2.44 | 8.83 | | 2005 | -5.49 | 1.74 | 6.12 | 4.16 | | 2004 | 0.86 | -1.20 | -6.69 | 9.27 | | 2003 | 0.32 | 18.69 | 6.00 | 11.90 | | 2002 | -2.28 | -8.34 | -16.47 | 1.65 | | 2001 | -14.23 | 3.76 | -16.29 | 15.06 | | 2000 | 9.27 | -7.23 | -4.31 | -16.58 | | 1999 | N/A | N/A | N/A | 31.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 828 | 1802 | 45.95 | | 1-Month | 1001 | 1890 | 52.96 | | 3-Month | 960 | 1884 | 50.96 | | 6-Month | 968 | 1827 | 52.98 | | 1-Year | 926 | 1797 | 51.53 | | 3-Year | 752 | 1518 | 49.54 | | 5-Year | 920 | 1251 | 73.54 |
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0.22% Nasdaq 
Performance
