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| Morningstar Return Rating: | Below average | | Year to Date Return: | 5.82% | | 5-Year Average Return: | -5.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.15% | |
Worst 1-Yr Total Return (2008): | -39.86% | |
Best 3-Yr Total Return (2004-6): | 9.27% | |
Worst 3-Yr Total Return (2006-8): | -12.20% |
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| 1-Year: | -22.26% | | 3-Year: | -11.07% | | 5-Year: | -3.46% | | 10-Year: | 6.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSRPX | Category | Diff | Index* | Diff | | Year To Date | 5.82 | 30.74 | -24.92 | 24.07 | -18.25 | | 1-Month | 3.68 | 4.28 | -0.6 | 6.00 | -2.32 | | 3-Month | 0.54 | 5.45 | -4.91 | 7.91 | -7.37 | | 1-Year | 12.36 | 36.41 | -24.05 | 25.39 | -13.03 | | 3-Year | -13.55 | -6.04 | -7.51 | -5.79 | -7.76 | | 5-Year | -5.58 | 0.99 | -6.57 | 0.71 | -6.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.51 | 54.55 | -19.04 | 45.76 | -10.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.02 | -16.09 | -13.93 | -18.25 | -11.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSRPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.86 | -39.18 | -0.68 | | 2007 | | | 0.60 | 4.85 | -4.25 | | 2006 | | | 11.90 | 14.03 | -2.13 | | 2005 | | | 2.14 | 9.25 | -7.11 | | 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 | | | 36.03 | 6.36 | 29.67 | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSRPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.90 | 9.60 | 15.42 | N/A | | 2008 | -12.54 | -1.23 | -6.86 | -25.26 | | 2007 | 3.47 | 4.45 | -3.33 | -3.71 | | 2006 | 7.52 | -4.77 | 0.54 | 8.70 | | 2005 | -3.46 | 2.28 | 4.22 | -0.74 | | 2004 | 4.19 | 2.21 | -4.46 | 12.19 | | 2003 | -7.21 | 21.77 | 10.14 | 19.44 | | 2002 | 9.24 | -9.65 | -23.88 | 6.04 | | 2001 | 2.63 | 11.77 | -17.70 | 21.78 | | 2000 | 10.08 | 7.29 | 10.59 | 4.15 | | 1999 | N/A | N/A | N/A | 16.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 441 | 450 | 98.00 | | 1-Month | 249 | 479 | 51.98 | | 3-Month | 476 | 476 | 100.00 | | 6-Month | 457 | 472 | 96.82 | | 1-Year | 376 | 450 | 83.56 | | 3-Year | 306 | 367 | 83.38 | | 5-Year | 254 | 293 | 86.69 |
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0.02% Nasdaq 0.00%
Performance
