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| Morningstar Return Rating: | Above average | | Year to Date Return: | 61.46% | | 5-Year Average Return: | 9.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 56.79% | |
Worst 1-Yr Total Return (2008): | -53.39% | |
Best 3-Yr Total Return (2004-6): | 34.46% | |
Worst 3-Yr Total Return (2006-8): | -13.45% |
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| 1-Year: | -12.84% | | 3-Year: | -0.02% | | 5-Year: | 11.47% | | 10-Year: | 19.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSGRX | Category | Diff | Index* | Diff | | Year To Date | 61.46 | 38.58 | 22.88 | 24.07 | 37.39 | | 1-Month | 3.35 | 2.83 | 0.52 | 6.00 | -2.65 | | 3-Month | 16.12 | 11.13 | 4.99 | 7.91 | 8.21 | | 1-Year | 52.36 | 34.24 | 18.12 | 25.39 | 26.97 | | 3-Year | -1.94 | -2.39 | 0.45 | -5.79 | 3.85 | | 5-Year | 9.70 | 8.97 | 0.73 | 0.71 | 8.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.38 | 53.32 | 23.06 | 45.76 | 30.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.38 | -32.18 | -10.2 | -18.25 | -24.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.39 | -51.12 | -2.27 | | 2007 | | | 32.41 | 42.09 | -9.68 | | 2006 | | | 5.03 | 12.05 | -7.02 | | 2005 | | | 56.79 | 46.33 | 10.46 | | 2004 | | | 47.62 | 33.42 | 14.20 | | 2003 | | | 60.24 | 32.28 | 27.96 | | 2002 | | | 4.90 | -11.49 | 16.39 | | 2001 | | | -2.81 | -13.13 | 10.32 | | 2000 | | | 84.14 | 45.89 | 38.25 | | 1999 | | | 15.49 | 32.83 | -17.34 |
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| PAST QUARTERLY RETURNS (%) FOR
SSGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.12 | 32.30 | 27.07 | N/A | | 2008 | 0.24 | 45.48 | -44.58 | -42.33 | | 2007 | 1.95 | 12.96 | -0.14 | 15.14 | | 2006 | 10.24 | 3.89 | -14.41 | 7.15 | | 2005 | 14.33 | 4.60 | 32.76 | -1.25 | | 2004 | 9.22 | 7.44 | 12.28 | 12.04 | | 2003 | -1.59 | 22.44 | 5.39 | 26.19 | | 2002 | 12.24 | -0.79 | -15.08 | 10.93 | | 2001 | -0.81 | 3.17 | -17.02 | 14.46 | | 2000 | 15.69 | 27.20 | 14.53 | 9.26 | | 1999 | N/A | N/A | N/A | -13.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 3 | 79 | 3.80 | | 1-Month | 3 | 79 | 3.80 | | 3-Month | 2 | 79 | 2.53 | | 6-Month | 1 | 79 | 1.27 | | 1-Year | 2 | 72 | 2.78 | | 3-Year | 24 | 65 | 36.92 | | 5-Year | 9 | 45 | 20.00 |
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0.49% Nasdaq 0.00%
Performance
