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| Morningstar Return Rating: | Low | | Year to Date Return: | 2.49% | | 5-Year Average Return: | -3.99% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 1.29% | |
Worst 1-Yr Total Return (2008): | -39.42% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SSRRX | Category | Diff | Index* | Diff | | Year To Date | 2.49 | 25.56 | -23.07 | 17.05 | -14.56 | | 1-Month | -6.28 | -4.12 | -2.16 | -1.86 | -4.42 | | 3-Month | -0.29 | 5.04 | -5.33 | 5.48 | -5.77 | | 1-Year | -4.56 | 18.21 | -22.77 | 9.80 | -14.36 | | 3-Year | -13.07 | -6.38 | -6.69 | -7.02 | -6.05 | | 5-Year | -3.99 | 1.42 | -5.41 | 0.33 | -4.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.90 | 53.89 | -17.99 | 45.76 | -9.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.49 | -16.12 | -13.37 | -18.25 | -11.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.42 | -39.18 | -0.24 | | 2007 | | | 1.29 | 4.85 | -3.56 | | 2006 | | | N/A | 14.03 | N/A | | 2005 | | | N/A | 9.25 | N/A | | 2004 | | | N/A | 16.30 | N/A | | 2003 | | | N/A | 36.28 | N/A | | 2002 | | | N/A | -16.55 | N/A | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.73 | 9.70 | 15.54 | N/A | | 2008 | -12.52 | -1.04 | -6.75 | -24.96 | | 2007 | 3.66 | 4.59 | -3.17 | -3.51 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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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 | 382 | 484 | 78.93 | | 3-Month | 472 | 482 | 97.93 | | 6-Month | 461 | 466 | 98.93 | | 1-Year | 379 | 459 | 82.57 | | 3-Year | 302 | 378 | 79.89 | | 5-Year | | 298 | N/A |
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1.00% Nasdaq 
Performance
