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| Morningstar Return Rating: | Above average | | Year to Date Return: | 60.40% | | 5-Year Average Return: | 8.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 55.67% | |
Worst 1-Yr Total Return (2008): | -53.71% | |
Best 3-Yr Total Return (2004-6): | 33.51% | |
Worst 3-Yr Total Return (2006-8): | -14.07% |
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| 1-Year: | -9.20% | | 3-Year: | 1.07% | | 5-Year: | 11.88% | | 10-Year: | 19.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSGDX | Category | Diff | Index* | Diff | | Year To Date | 60.40 | 38.58 | 21.82 | 24.07 | 36.33 | | 1-Month | 3.28 | 2.83 | 0.45 | 6.00 | -2.72 | | 3-Month | 15.94 | 11.13 | 4.81 | 7.91 | 8.03 | | 1-Year | 51.27 | 34.24 | 17.03 | 25.39 | 25.88 | | 3-Year | -2.63 | -2.39 | -0.24 | -5.79 | 3.16 | | 5-Year | 8.92 | 8.97 | -0.05 | 0.71 | 8.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.74 | 53.32 | 22.42 | 45.76 | 29.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.80 | -32.18 | -10.62 | -18.25 | -24.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.71 | -51.12 | -2.59 | | 2007 | | | 31.46 | 42.09 | -10.63 | | 2006 | | | 4.26 | 12.05 | -7.79 | | 2005 | | | 55.67 | 46.33 | 9.34 | | 2004 | | | 46.63 | 33.42 | 13.21 | | 2003 | | | 59.24 | 32.28 | 26.96 | | 2002 | | | 4.36 | -11.49 | 15.85 | | 2001 | | | -3.50 | -13.13 | 9.63 | | 2000 | | | 82.78 | 45.89 | 36.89 | | 1999 | | | 14.65 | 32.83 | -18.18 |
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| PAST QUARTERLY RETURNS (%) FOR
SSGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.24 | 31.98 | 26.83 | N/A | | 2008 | 0.04 | 45.25 | -44.68 | -42.42 | | 2007 | 1.78 | 12.78 | -0.33 | 14.92 | | 2006 | 10.06 | 3.70 | -14.57 | 6.94 | | 2005 | 14.11 | 4.43 | 32.51 | -1.42 | | 2004 | 9.04 | 7.26 | 12.06 | 11.87 | | 2003 | -1.71 | 22.21 | 5.23 | 25.97 | | 2002 | 12.28 | -0.98 | -15.20 | 10.69 | | 2001 | -0.96 | 3.02 | -17.23 | 14.28 | | 2000 | 15.46 | 27.02 | 14.27 | 9.06 | | 1999 | N/A | N/A | N/A | -14.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 4 | 79 | 5.06 | | 1-Month | 6 | 79 | 7.59 | | 3-Month | 4 | 79 | 5.06 | | 6-Month | 4 | 79 | 5.06 | | 1-Year | 4 | 72 | 5.56 | | 3-Year | 25 | 65 | 38.46 | | 5-Year | 11 | 45 | 24.44 |
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0.51% Nasdaq 
Performance
