|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.97% | | 5-Year Average Return: | -4.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.15% | |
Worst 1-Yr Total Return (2008): | -39.83% | |
Best 3-Yr Total Return (2004-6): | 9.27% | |
Worst 3-Yr Total Return (2006-8): | -12.17% |
|
| 1-Year: | -19.42% | | 3-Year: | -10.52% | | 5-Year: | -3.31% | | 10-Year: | 6.39% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSRDX | Category | Diff | Index* | Diff | | Year To Date | 1.97 | 25.56 | -23.59 | 17.05 | -15.08 | | 1-Month | -6.30 | -4.12 | -2.18 | -1.86 | -4.44 | | 3-Month | -0.46 | 5.04 | -5.5 | 5.48 | -5.94 | | 1-Year | -5.15 | 18.21 | -23.36 | 9.80 | -14.95 | | 3-Year | -13.62 | -6.38 | -7.24 | -7.02 | -6.6 | | 5-Year | -4.56 | 1.42 | -5.98 | 0.33 | -4.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.40 | 53.89 | -18.49 | 45.76 | -10.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.98 | -16.12 | -13.86 | -18.25 | -11.73 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSRDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.83 | -39.18 | -0.65 | | 2007 | | | 0.61 | 4.85 | -4.24 | | 2006 | | | 11.90 | 14.03 | -2.13 | | 2005 | | | 2.15 | 9.25 | -7.10 | | 2004 | | | 14.15 | 16.30 | -2.15 | | 2003 | | | 48.64 | 36.28 | 12.36 | | 2002 | | | -20.33 | -16.55 | -3.78 | | 2001 | | | 14.97 | -3.12 | 18.09 | | 2000 | | | 36.10 | 6.36 | 29.74 | | 1999 | | | 32.55 | 20.92 | 11.63 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSRDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.90 | 9.60 | 15.32 | N/A | | 2008 | -12.60 | -1.16 | -6.87 | -25.21 | | 2007 | 3.47 | 4.45 | -3.29 | -3.73 | | 2006 | 7.52 | -4.77 | 0.51 | 8.73 | | 2005 | -3.49 | 2.28 | 4.24 | -0.73 | | 2004 | 4.19 | 2.21 | -4.46 | 12.19 | | 2003 | -7.25 | 21.82 | 10.11 | 19.48 | | 2002 | 9.20 | -9.62 | -23.91 | 6.08 | | 2001 | 2.63 | 11.77 | -17.70 | 21.78 | | 2000 | 10.18 | 7.25 | 10.59 | 4.15 | | 1999 | N/A | N/A | N/A | 16.60 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 451 | 461 | 97.83 | | 1-Month | 372 | 484 | 76.86 | | 3-Month | 472 | 482 | 97.93 | | 6-Month | 461 | 466 | 98.93 | | 1-Year | 380 | 459 | 82.79 | | 3-Year | 308 | 378 | 81.48 | | 5-Year | 249 | 298 | 83.56 |
|
|
|
|
|
1.00% Nasdaq 0.00%
Performance
