|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 60.29% | | 5-Year Average Return: | 8.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 55.66% | |
Worst 1-Yr Total Return (2008): | -53.72% | |
Best 3-Yr Total Return (2004-6): | 33.52% | |
Worst 3-Yr Total Return (2006-8): | -14.09% |
|
| 1-Year: | -11.16% | | 3-Year: | 0.60% | | 5-Year: | 11.72% | | 10-Year: | 19.18% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSGPX | Category | Diff | Index* | Diff | | Year To Date | 60.29 | 38.58 | 21.71 | 24.07 | 36.22 | | 1-Month | 3.27 | 2.83 | 0.44 | 6.00 | -2.73 | | 3-Month | 15.90 | 11.13 | 4.77 | 7.91 | 7.99 | | 1-Year | 51.24 | 34.24 | 17 | 25.39 | 25.85 | | 3-Year | -2.68 | -2.39 | -0.29 | -5.79 | 3.11 | | 5-Year | 8.89 | 8.97 | -0.08 | 0.71 | 8.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.57 | 53.32 | 22.25 | 45.76 | 29.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.82 | -32.18 | -10.64 | -18.25 | -24.57 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSGPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.72 | -51.12 | -2.60 | | 2007 | | | 31.42 | 42.09 | -10.67 | | 2006 | | | 4.25 | 12.05 | -7.80 | | 2005 | | | 55.66 | 46.33 | 9.33 | | 2004 | | | 46.67 | 33.42 | 13.25 | | 2003 | | | 59.21 | 32.28 | 26.93 | | 2002 | | | 4.25 | -11.49 | 15.74 | | 2001 | | | -3.49 | -13.13 | 9.64 | | 2000 | | | 82.89 | 45.89 | 37.00 | | 1999 | | | N/A | 32.83 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SSGPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.29 | 31.99 | 26.82 | N/A | | 2008 | 0.04 | 45.22 | -44.68 | -42.42 | | 2007 | 1.78 | 12.77 | -0.33 | 14.89 | | 2006 | 10.05 | 3.70 | -14.58 | 6.94 | | 2005 | 14.12 | 4.42 | 32.52 | -1.43 | | 2004 | 9.04 | 7.29 | 12.05 | 11.89 | | 2003 | -1.76 | 22.26 | 5.23 | 25.97 | | 2002 | 12.21 | -0.98 | -15.28 | 10.75 | | 2001 | -0.96 | 2.96 | -17.16 | 14.25 | | 2000 | 15.45 | 27.00 | 14.38 | 9.05 | | 1999 | N/A | N/A | N/A | -14.00 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 6 | 79 | 7.59 | | 1-Month | 4 | 79 | 5.06 | | 3-Month | 5 | 79 | 6.33 | | 6-Month | 3 | 79 | 3.80 | | 1-Year | 5 | 72 | 6.94 | | 3-Year | 26 | 65 | 40.00 | | 5-Year | 12 | 45 | 26.67 |
|
|
|
|
|
0.51% Nasdaq 
Performance
