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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.91% | | 5-Year Average Return: | -1.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.09% | |
Worst 1-Yr Total Return (2008): | -38.79% | |
Best 3-Yr Total Return (2004-6): | 11.24% | |
Worst 3-Yr Total Return (2006-8): | -11.17% |
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| 1-Year: | -11.30% | | 3-Year: | -7.58% | | 5-Year: | -1.01% | | 10-Year: | 6.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSSAX | Category | Diff | Index* | Diff | | Year To Date | 16.91 | 19.13 | -2.22 | 17.05 | -0.14 | | 1-Month | -8.77 | -5.65 | -3.12 | -1.86 | -6.91 | | 3-Month | -1.30 | 2.75 | -4.05 | 5.48 | -6.78 | | 1-Year | 11.19 | 11.45 | -0.26 | 9.80 | 1.39 | | 3-Year | -9.94 | -8.46 | -1.48 | -7.02 | -2.92 | | 5-Year | -1.91 | 0.52 | -2.43 | 0.33 | -2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.21 | 57.02 | -0.81 | 45.76 | 10.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.01 | -18.27 | -3.74 | -18.25 | -3.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.79 | -36.56 | -2.23 | | 2007 | | | 1.30 | -1.10 | 2.40 | | 2006 | | | 13.02 | 15.03 | -2.01 | | 2005 | | | 0.58 | 6.75 | -6.17 | | 2004 | | | 21.09 | 18.94 | 2.15 | | 2003 | | | 44.10 | 43.41 | 0.69 | | 2002 | | | -14.82 | -16.22 | 1.40 | | 2001 | | | 16.24 | 8.92 | 7.32 | | 2000 | | | 23.22 | 11.89 | 11.33 | | 1999 | | | 6.37 | 19.95 | -13.58 |
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| PAST QUARTERLY RETURNS (%) FOR
SSSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.35 | 26.39 | 17.02 | N/A | | 2008 | -7.80 | 3.31 | -12.49 | -26.56 | | 2007 | 2.21 | 5.42 | -3.84 | -2.22 | | 2006 | 8.48 | -3.70 | 2.65 | 5.39 | | 2005 | -1.98 | 2.65 | 2.77 | -2.73 | | 2004 | 6.49 | 2.03 | -0.19 | 11.66 | | 2003 | -3.34 | 16.82 | 7.96 | 18.21 | | 2002 | 6.59 | -11.22 | -20.82 | 13.69 | | 2001 | -1.18 | 12.62 | -12.33 | 19.14 | | 2000 | 5.42 | 0.23 | 6.36 | 9.65 | | 1999 | N/A | N/A | N/A | 3.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 397 | 641 | 61.93 | | 1-Month | 648 | 662 | 97.89 | | 3-Month | 612 | 652 | 93.87 | | 6-Month | 168 | 647 | 25.97 | | 1-Year | 329 | 630 | 52.22 | | 3-Year | 333 | 553 | 60.22 | | 5-Year | 322 | 452 | 71.24 |
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0.22% Nasdaq 
Performance
