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| Morningstar Return Rating: | Average | | Year to Date Return: | 32.31% | | 5-Year Average Return: | -0.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.80% | |
Worst 1-Yr Total Return (2008): | -44.02% | |
Best 3-Yr Total Return (2005-7): | 7.77% | |
Worst 3-Yr Total Return (2006-8): | -13.15% |
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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 | SSFZX | Category | Diff | Index* | Diff | | Year To Date | 32.31 | 31.20 | 1.11 | 24.07 | 8.24 | | 1-Month | 5.46 | 5.67 | -0.21 | 6.00 | -0.54 | | 3-Month | 7.84 | 8.18 | -0.34 | 7.91 | -0.07 | | 1-Year | 33.04 | 34.04 | -1 | 25.39 | 7.65 | | 3-Year | -4.64 | -3.89 | -0.75 | -5.79 | 1.15 | | 5-Year | -0.24 | 1.25 | -1.49 | 0.71 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.59 | 43.84 | -3.25 | 45.76 | -5.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.87 | -18.03 | -1.84 | -18.25 | -1.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSFZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.02 | -40.67 | -3.35 | | 2007 | | | 16.80 | 13.35 | 3.45 | | 2006 | | | 0.21 | 7.05 | -6.84 | | 2005 | | | 6.96 | 6.71 | 0.25 | | 2004 | | | 2.14 | 7.81 | -5.67 | | 2003 | | | 42.07 | 28.66 | 13.41 | | 2002 | | | -23.67 | -27.64 | 3.97 | | 2001 | | | -14.08 | -22.30 | 8.22 | | 2000 | | | -18.74 | -13.05 | -5.69 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSFZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.68 | 13.93 | 14.71 | N/A | | 2008 | -13.76 | 3.27 | -15.85 | -25.31 | | 2007 | -1.13 | 2.76 | 9.99 | 4.52 | | 2006 | 1.60 | -7.32 | -2.36 | 8.98 | | 2005 | -5.30 | 1.81 | 6.36 | 4.31 | | 2004 | 0.96 | -1.06 | -6.55 | 9.43 | | 2003 | 0.40 | 18.91 | 6.11 | 12.14 | | 2002 | -2.20 | -8.26 | -16.43 | 1.79 | | 2001 | -14.14 | 3.79 | -16.27 | 15.14 | | 2000 | 9.41 | -7.12 | -4.20 | -16.52 | | 1999 | N/A | N/A | N/A | 31.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 727 | 1818 | 39.99 | | 1-Month | 667 | 1906 | 34.99 | | 3-Month | 761 | 1904 | 39.97 | | 6-Month | 354 | 1866 | 18.97 | | 1-Year | 769 | 1815 | 42.37 | | 3-Year | 818 | 1537 | 53.22 | | 5-Year | 895 | 1273 | 70.31 |
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0.51% Nasdaq 
Performance
