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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.19% | | 5-Year Average Return: | -0.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.53% | |
Worst 1-Yr Total Return (2008): | -39.44% | |
Best 3-Yr Total Return (2004-6): | 10.42% | |
Worst 3-Yr Total Return (2006-8): | -9.96% |
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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 | SSMTX | Category | Diff | Index* | Diff | | Year To Date | 22.19 | 25.10 | -2.91 | 24.07 | -1.88 | | 1-Month | 5.93 | 5.28 | 0.65 | 6.00 | -0.07 | | 3-Month | 6.95 | 7.01 | -0.06 | 7.91 | -0.96 | | 1-Year | 24.91 | 28.01 | -3.1 | 25.39 | -0.48 | | 3-Year | -8.00 | -5.87 | -2.13 | -5.79 | -2.21 | | 5-Year | -0.65 | 0.64 | -1.29 | 0.71 | -1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.35 | 46.08 | -2.73 | 45.76 | -2.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.56 | -17.41 | -3.15 | -18.25 | -2.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSMTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.44 | -37.79 | -1.65 | | 2007 | | | 3.45 | 6.16 | -2.71 | | 2006 | | | 16.53 | 14.17 | 2.36 | | 2005 | | | 4.90 | 5.88 | -0.98 | | 2004 | | | 10.14 | 10.02 | 0.12 | | 2003 | | | 28.18 | 27.05 | 1.13 | | 2002 | | | -21.67 | -22.25 | 0.58 | | 2001 | | | -10.02 | -13.50 | 3.48 | | 2000 | | | -14.13 | -6.31 | -7.82 | | 1999 | | | 15.35 | 20.16 | -4.81 |
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| PAST QUARTERLY RETURNS (%) FOR
SSMTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.89 | 15.43 | 14.18 | N/A | | 2008 | -10.44 | -2.46 | -10.62 | -22.44 | | 2007 | 1.03 | 5.98 | 1.32 | -4.63 | | 2006 | 4.54 | -1.49 | 5.50 | 7.27 | | 2005 | -2.11 | 1.70 | 3.44 | 1.87 | | 2004 | 1.94 | 1.31 | -2.47 | 9.34 | | 2003 | -2.61 | 15.04 | 2.39 | 11.74 | | 2002 | 0.25 | -11.79 | -17.31 | 7.13 | | 2001 | -12.24 | 7.50 | -13.60 | 10.39 | | 2000 | 2.33 | -3.64 | -2.37 | -10.81 | | 1999 | N/A | N/A | N/A | 12.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1333 | 2021 | 65.96 | | 1-Month | 655 | 2113 | 31.00 | | 3-Month | 334 | 2091 | 15.97 | | 6-Month | 743 | 2064 | 36.00 | | 1-Year | 1101 | 2011 | 54.75 | | 3-Year | 1260 | 1707 | 73.81 | | 5-Year | 941 | 1360 | 69.19 |
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0.01% Nasdaq 
Performance
