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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.82% | | 5-Year Average Return: | 0.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.35% | |
Worst 1-Yr Total Return (2008): | -37.45% | |
Best 3-Yr Total Return (2004-6): | 9.92% | |
Worst 3-Yr Total Return (2006-8): | -8.79% |
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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 | SSPIX | Category | Diff | Index* | Diff | | Year To Date | 23.82 | 25.10 | -1.28 | 24.07 | -0.25 | | 1-Month | 5.97 | 5.28 | 0.69 | 6.00 | -0.03 | | 3-Month | 7.81 | 7.01 | 0.8 | 7.91 | -0.1 | | 1-Year | 25.02 | 28.01 | -2.99 | 25.39 | -0.37 | | 3-Year | -6.18 | -5.87 | -0.31 | -5.79 | -0.39 | | 5-Year | 0.30 | 0.64 | -0.34 | 0.71 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.66 | 46.08 | -0.42 | 45.76 | -0.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.71 | -17.41 | -1.3 | -18.25 | -0.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.45 | -37.79 | 0.34 | | 2007 | | | 5.18 | 6.16 | -0.98 | | 2006 | | | 15.35 | 14.17 | 1.18 | | 2005 | | | 4.48 | 5.88 | -1.40 | | 2004 | | | 10.20 | 10.02 | 0.18 | | 2003 | | | 28.17 | 27.05 | 1.12 | | 2002 | | | -22.40 | -22.25 | -0.15 | | 2001 | | | -12.30 | -13.50 | 1.20 | | 2000 | | | -9.50 | -6.31 | -3.19 | | 1999 | | | 20.56 | 20.16 | 0.40 |
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| PAST QUARTERLY RETURNS (%) FOR
SSPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.10 | 15.90 | 15.61 | N/A | | 2008 | -9.51 | -2.81 | -8.57 | -22.22 | | 2007 | 0.54 | 6.61 | 1.57 | -3.38 | | 2006 | 4.10 | -1.51 | 5.56 | 6.59 | | 2005 | -2.27 | 1.27 | 3.49 | 2.00 | | 2004 | 1.37 | 1.64 | -1.98 | 9.12 | | 2003 | -3.29 | 15.31 | 2.59 | 12.03 | | 2002 | 0.14 | -13.51 | -17.28 | 8.31 | | 2001 | -11.95 | 5.66 | -14.76 | 10.58 | | 2000 | 2.25 | -2.81 | -1.07 | -7.94 | | 1999 | N/A | N/A | N/A | 14.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1111 | 2021 | 54.97 | | 1-Month | 760 | 2113 | 35.97 | | 3-Month | 501 | 2091 | 23.96 | | 6-Month | 433 | 2064 | 20.98 | | 1-Year | 1031 | 2011 | 51.27 | | 3-Year | 872 | 1707 | 51.08 | | 5-Year | 712 | 1360 | 52.35 |
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0.09% Nasdaq 
0.15%
Performance
