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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.11% | | 5-Year Average Return: | -1.61% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 15.26% | |
Worst 1-Yr Total Return (2008): | -44.68% | |
Best 3-Yr Total Return (2005-7): | 6.42% | |
Worst 3-Yr Total Return (2006-8): | -14.22% |
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| 1-Year: | -9.96% | | 3-Year: | -5.42% | | 5-Year: | -2.16% | | 10-Year: | -2.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSFBX | Category | Diff | Index* | Diff | | Year To Date | 24.11 | 24.15 | -0.04 | 17.05 | 7.06 | | 1-Month | -1.41 | -2.25 | 0.84 | -1.86 | 0.45 | | 3-Month | 4.63 | 4.52 | 0.11 | 5.48 | -0.85 | | 1-Year | 13.36 | 15.35 | -1.99 | 9.80 | 3.56 | | 3-Year | -6.10 | -4.95 | -1.15 | -7.02 | 0.92 | | 5-Year | -1.61 | 0.99 | -2.6 | 0.33 | -1.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.49 | 42.81 | -3.32 | 45.76 | -6.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.88 | -17.14 | -3.74 | -18.25 | -2.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.68 | -40.67 | -4.01 | | 2007 | | | 15.26 | 13.35 | 1.91 | | 2006 | | | -1.01 | 7.05 | -8.06 | | 2005 | | | 5.61 | 6.71 | -1.10 | | 2004 | | | 0.89 | 7.81 | -6.92 | | 2003 | | | 40.33 | 28.66 | 11.67 | | 2002 | | | -24.41 | -27.64 | 3.23 | | 2001 | | | -14.86 | -22.30 | 7.44 | | 2000 | | | -19.61 | -13.05 | -6.56 | | 1999 | | | 57.63 | 38.87 | 18.76 |
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| PAST QUARTERLY RETURNS (%) FOR
SSFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.93 | 13.52 | 14.24 | N/A | | 2008 | -13.98 | 2.91 | -16.12 | -25.50 | | 2007 | -1.41 | 2.41 | 9.63 | 4.14 | | 2006 | 1.34 | -7.68 | -2.63 | 8.66 | | 2005 | -5.56 | 1.50 | 5.98 | 3.96 | | 2004 | 0.66 | -1.30 | -6.84 | 9.02 | | 2003 | 0.17 | 18.55 | 5.78 | 11.73 | | 2002 | -2.47 | -8.43 | -16.64 | 1.53 | | 2001 | -14.38 | 3.58 | -16.39 | 14.81 | | 2000 | 9.03 | -7.36 | -4.45 | -16.71 | | 1999 | N/A | N/A | N/A | 31.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 919 | 1802 | 51.00 | | 1-Month | 1058 | 1890 | 55.98 | | 3-Month | 1017 | 1884 | 53.98 | | 6-Month | 1059 | 1827 | 57.96 | | 1-Year | 1004 | 1797 | 55.87 | | 3-Year | 868 | 1518 | 57.18 | | 5-Year | 994 | 1251 | 79.46 |
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0.22% Nasdaq 
Performance
