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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.38% | | 5-Year Average Return: | 2.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.43% | |
Worst 1-Yr Total Return (2008): | -42.96% | |
Best 3-Yr Total Return (2005-7): | 15.51% | |
Worst 3-Yr Total Return (2006-8): | -9.48% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSMGX | Category | Diff | Index* | Diff | | Year To Date | 24.38 | 31.59 | -7.21 | 24.07 | 0.31 | | 1-Month | 3.18 | 4.49 | -1.31 | 6.00 | -2.82 | | 3-Month | 6.29 | 6.16 | 0.13 | 7.91 | -1.62 | | 1-Year | 27.03 | 35.24 | -8.21 | 25.39 | 1.64 | | 3-Year | -5.26 | -5.04 | -0.22 | -5.79 | 0.53 | | 5-Year | 2.57 | 1.47 | 1.1 | 0.71 | 1.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.10 | 48.99 | -1.89 | 45.76 | 1.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.96 | -20.53 | -5.43 | -18.25 | -7.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.96 | -43.77 | 0.81 | | 2007 | | | 20.43 | 15.09 | 5.34 | | 2006 | | | 7.99 | 9.00 | -1.01 | | 2005 | | | 18.52 | 9.84 | 8.68 | | 2004 | | | 6.79 | 13.23 | -6.44 | | 2003 | | | 34.57 | 35.96 | -1.39 | | 2002 | | | -26.22 | -27.24 | 1.02 | | 2001 | | | -28.19 | -19.98 | -8.21 | | 2000 | | | 6.25 | -4.78 | 11.03 | | 1999 | | | 108.63 | 60.49 | 48.14 |
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| PAST QUARTERLY RETURNS (%) FOR
SSMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.96 | 19.69 | 14.60 | N/A | | 2008 | -15.75 | 7.87 | -14.93 | -26.22 | | 2007 | 5.73 | 10.98 | 6.85 | -3.94 | | 2006 | 11.27 | -5.08 | -4.72 | 7.31 | | 2005 | -3.55 | 7.60 | 12.80 | 1.25 | | 2004 | 3.12 | -2.01 | -6.13 | 12.59 | | 2003 | -3.06 | 20.02 | 5.13 | 10.02 | | 2002 | -5.20 | -11.84 | -16.42 | 5.62 | | 2001 | -23.92 | 7.96 | -25.42 | 17.22 | | 2000 | 26.12 | -2.45 | 7.55 | -19.70 | | 1999 | N/A | N/A | N/A | 64.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 620 | 827 | 74.97 | | 1-Month | 563 | 881 | 63.90 | | 3-Month | 588 | 879 | 66.89 | | 6-Month | 698 | 862 | 80.97 | | 1-Year | 512 | 825 | 62.06 | | 3-Year | 347 | 734 | 47.28 | | 5-Year | 177 | 632 | 28.01 |
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0.20% Nasdaq 
Performance
