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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.29% | | 5-Year Average Return: | 2.76% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.79% | |
Worst 1-Yr Total Return (2008): | -27.39% | |
Best 3-Yr Total Return (2004-6): | 17.08% | |
Worst 3-Yr Total Return (2006-8): | -5.10% |
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| 1-Year: | -8.88% | | 3-Year: | -2.72% | | 5-Year: | 3.86% | | 10-Year: | 7.68% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSGSX | Category | Diff | Index* | Diff | | Year To Date | 24.29 | 22.92 | 1.37 | 24.07 | 0.22 | | 1-Month | 2.16 | 2.83 | -0.67 | 6.00 | -3.84 | | 3-Month | 2.38 | 2.63 | -0.25 | 7.91 | -5.53 | | 1-Year | 31.47 | 29.66 | 1.81 | 25.39 | 6.08 | | 3-Year | -4.41 | -8.12 | 3.71 | -5.79 | 1.38 | | 5-Year | 2.76 | -0.18 | 2.94 | 0.71 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.80 | 63.44 | -3.64 | 45.76 | 14.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.46 | -16.13 | -0.33 | -18.25 | 1.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.39 | -32.24 | 4.85 | | 2007 | | | -3.28 | -6.08 | 2.80 | | 2006 | | | 21.68 | 16.27 | 5.41 | | 2005 | | | 5.71 | 6.40 | -0.69 | | 2004 | | | 24.79 | 21.14 | 3.65 | | 2003 | | | 30.65 | 42.38 | -11.73 | | 2002 | | | -5.11 | -10.12 | 5.01 | | 2001 | | | -6.88 | 15.92 | -22.80 | | 2000 | | | 22.86 | 18.64 | 4.22 | | 1999 | | | N/A | 6.78 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.22 | 21.59 | 22.46 | N/A | | 2008 | -2.60 | 1.20 | -2.68 | -24.31 | | 2007 | 3.61 | 4.83 | -5.58 | -5.68 | | 2006 | 10.61 | -1.29 | 2.34 | 8.90 | | 2005 | -1.44 | 2.45 | 5.22 | -0.51 | | 2004 | 7.81 | 3.70 | 0.44 | 11.14 | | 2003 | -4.79 | 17.25 | 3.75 | 12.80 | | 2002 | 7.67 | 0.04 | -16.41 | 5.39 | | 2001 | -10.32 | 11.79 | -15.97 | 10.54 | | 2000 | 1.18 | 6.46 | 8.25 | 5.37 | | 1999 | N/A | N/A | N/A | 8.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 111 | 361 | 30.75 | | 1-Month | 83 | 380 | 21.84 | | 3-Month | 192 | 377 | 50.93 | | 6-Month | 180 | 368 | 48.91 | | 1-Year | 104 | 358 | 29.05 | | 3-Year | 39 | 293 | 13.31 | | 5-Year | 34 | 233 | 14.59 |
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0.20% Nasdaq 
Performance
