|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 17.67% | | 5-Year Average Return: | 3.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 18.63% | |
Worst 1-Yr Total Return (2008): | -31.93% | |
Best 3-Yr Total Return (2004-6): | 14.35% | |
Worst 3-Yr Total Return (2006-8): | -6.79% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSGFX | Category | Diff | Index* | Diff | | Year To Date | 17.67 | 31.20 | -13.53 | 24.07 | -6.4 | | 1-Month | 5.08 | 5.67 | -0.59 | 6.00 | -0.92 | | 3-Month | 6.41 | 8.18 | -1.77 | 7.91 | -1.5 | | 1-Year | 18.99 | 34.04 | -15.05 | 25.39 | -6.4 | | 3-Year | -4.16 | -3.89 | -0.27 | -5.79 | 1.63 | | 5-Year | 3.21 | 1.25 | 1.96 | 0.71 | 2.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.64 | 43.84 | -15.2 | 45.76 | -17.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.36 | -18.03 | -1.33 | -18.25 | -1.11 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.93 | -40.67 | 8.74 | | 2007 | | | 9.91 | 13.35 | -3.44 | | 2006 | | | 8.24 | 7.05 | 1.19 | | 2005 | | | 18.63 | 6.71 | 11.92 | | 2004 | | | 16.44 | 7.81 | 8.63 | | 2003 | | | 26.16 | 28.66 | -2.50 | | 2002 | | | -18.37 | -27.64 | 9.27 | | 2001 | | | -11.99 | -22.30 | 10.31 | | 2000 | | | 6.52 | -13.05 | 19.57 | | 1999 | | | 40.97 | 38.87 | 2.10 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.32 | 10.99 | 9.26 | N/A | | 2008 | -10.59 | 2.07 | -6.29 | -20.39 | | 2007 | -0.32 | 7.10 | 3.01 | -0.05 | | 2006 | 3.16 | -4.61 | 3.56 | 6.22 | | 2005 | -0.75 | 0.41 | 11.13 | 7.12 | | 2004 | 2.11 | -2.45 | 1.26 | 15.45 | | 2003 | -2.47 | 14.78 | 4.94 | 7.39 | | 2002 | 1.61 | -13.08 | -17.52 | 12.06 | | 2001 | -23.76 | 13.02 | -12.67 | 16.97 | | 2000 | 20.14 | -8.00 | -0.64 | -3.01 | | 1999 | N/A | N/A | N/A | 28.35 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1690 | 1818 | 92.96 | | 1-Month | 247 | 1906 | 12.96 | | 3-Month | 932 | 1904 | 48.95 | | 6-Month | 1791 | 1866 | 95.98 | | 1-Year | 1482 | 1815 | 81.65 | | 3-Year | 677 | 1537 | 44.05 | | 5-Year | 173 | 1273 | 13.59 |
|
|
|
|
|
0.12% Nasdaq 
0.13%
Performance
