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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.08% | | 5-Year Average Return: | -3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.29% | |
Worst 1-Yr Total Return (2008): | -39.17% | |
Best 3-Yr Total Return (2004-6): | 10.45% | |
Worst 3-Yr Total Return (2006-8): | -11.19% |
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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 | SSRCX | Category | Diff | Index* | Diff | | Year To Date | 3.08 | 25.56 | -22.48 | 17.05 | -13.97 | | 1-Month | -6.17 | -4.12 | -2.05 | -1.86 | -4.31 | | 3-Month | -0.07 | 5.04 | -5.11 | 5.48 | -5.55 | | 1-Year | -3.96 | 18.21 | -22.17 | 9.80 | -13.76 | | 3-Year | -12.62 | -6.38 | -6.24 | -7.02 | -5.6 | | 5-Year | -3.47 | 1.42 | -4.89 | 0.33 | -3.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.39 | 53.89 | -17.5 | 45.76 | -9.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.20 | -16.12 | -13.08 | -18.25 | -10.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.17 | -39.18 | 0.01 | | 2007 | | | 1.71 | 4.85 | -3.14 | | 2006 | | | 13.22 | 14.03 | -0.81 | | 2005 | | | 3.21 | 9.25 | -6.04 | | 2004 | | | 15.29 | 16.30 | -1.01 | | 2003 | | | 50.19 | 36.28 | 13.91 | | 2002 | | | -19.44 | -16.55 | -2.89 | | 2001 | | | 16.14 | -3.12 | 19.26 | | 2000 | | | 37.84 | 6.36 | 31.48 | | 1999 | | | 33.91 | 20.92 | 12.99 |
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| PAST QUARTERLY RETURNS (%) FOR
SSRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.63 | 9.91 | 15.73 | N/A | | 2008 | -12.29 | -0.90 | -6.66 | -25.01 | | 2007 | 3.75 | 4.77 | -3.08 | -3.46 | | 2006 | 7.80 | -4.49 | 0.84 | 9.04 | | 2005 | -3.25 | 2.54 | 4.50 | -0.45 | | 2004 | 4.43 | 2.48 | -4.23 | 12.48 | | 2003 | -6.99 | 22.11 | 10.42 | 19.77 | | 2002 | 9.48 | -9.26 | -23.65 | 6.23 | | 2001 | 2.88 | 12.06 | -17.47 | 22.06 | | 2000 | 10.64 | 7.64 | 10.84 | 4.42 | | 1999 | N/A | N/A | N/A | 16.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 451 | 461 | 97.83 | | 1-Month | 367 | 484 | 75.83 | | 3-Month | 472 | 482 | 97.93 | | 6-Month | 456 | 466 | 97.85 | | 1-Year | 377 | 459 | 82.14 | | 3-Year | 297 | 378 | 78.57 | | 5-Year | 246 | 298 | 82.55 |
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0.46% Nasdaq 
Performance
