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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.58% | | 5-Year Average Return: | -4.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.95% | |
Worst 1-Yr Total Return (2008): | -39.39% | |
Best 3-Yr Total Return (2004-6): | 10.08% | |
Worst 3-Yr Total Return (2006-8): | -11.52% |
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| 1-Year: | -22.28% | | 3-Year: | -11.44% | | 5-Year: | -3.62% | | 10-Year: | 6.59% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSRAX | Category | Diff | Index* | Diff | | Year To Date | 6.58 | 30.74 | -24.16 | 24.07 | -17.49 | | 1-Month | 3.71 | 4.28 | -0.57 | 6.00 | -2.29 | | 3-Month | 0.71 | 5.45 | -4.74 | 7.91 | -7.2 | | 1-Year | 13.19 | 36.41 | -23.22 | 25.39 | -12.2 | | 3-Year | -12.88 | -6.04 | -6.84 | -5.79 | -7.09 | | 5-Year | -4.86 | 0.99 | -5.85 | 0.71 | -5.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.15 | 54.55 | -18.4 | 45.76 | -9.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.50 | -16.09 | -13.41 | -18.25 | -11.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.39 | -39.18 | -0.21 | | 2007 | | | 1.34 | 4.85 | -3.51 | | 2006 | | | 12.76 | 14.03 | -1.27 | | 2005 | | | 2.89 | 9.25 | -6.36 | | 2004 | | | 14.95 | 16.30 | -1.35 | | 2003 | | | 49.73 | 36.28 | 13.45 | | 2002 | | | -19.79 | -16.55 | -3.24 | | 2001 | | | 15.83 | -3.12 | 18.95 | | 2000 | | | 37.02 | 6.36 | 30.66 | | 1999 | | | 33.55 | 20.92 | 12.63 |
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| PAST QUARTERLY RETURNS (%) FOR
SSRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.69 | 9.79 | 15.63 | N/A | | 2008 | -12.38 | -0.98 | -6.69 | -25.14 | | 2007 | 3.65 | 4.69 | -3.17 | -3.56 | | 2006 | 7.72 | -4.59 | 0.71 | 8.94 | | 2005 | -3.31 | 2.45 | 4.46 | -0.57 | | 2004 | 4.35 | 2.41 | -4.29 | 12.39 | | 2003 | -7.05 | 22.02 | 10.32 | 19.67 | | 2002 | 9.40 | -9.47 | -23.75 | 6.22 | | 2001 | 2.83 | 11.98 | -17.57 | 22.03 | | 2000 | 10.36 | 7.47 | 10.74 | 4.33 | | 1999 | N/A | N/A | N/A | 16.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 436 | 450 | 96.89 | | 1-Month | 225 | 479 | 46.97 | | 3-Month | 471 | 476 | 98.95 | | 6-Month | 448 | 472 | 94.92 | | 1-Year | 373 | 450 | 82.89 | | 3-Year | 299 | 367 | 81.47 | | 5-Year | 252 | 293 | 86.01 |
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0.51% Nasdaq 
Performance
