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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.99% | | 5-Year Average Return: | -2.62% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.31% | |
Worst 1-Yr Total Return (2008): | -39.20% | |
Best 3-Yr Total Return (2004-6): | 10.47% | |
Worst 3-Yr Total Return (2006-8): | -11.77% |
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| 1-Year: | -10.49% | | 3-Year: | -7.21% | | 5-Year: | -0.79% | | 10-Year: | 6.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSSBX | Category | Diff | Index* | Diff | | Year To Date | 15.99 | 19.13 | -3.14 | 17.05 | -1.06 | | 1-Month | -8.85 | -5.65 | -3.2 | -1.86 | -6.99 | | 3-Month | -1.55 | 2.75 | -4.3 | 5.48 | -7.03 | | 1-Year | 10.19 | 11.45 | -1.26 | 9.80 | 0.39 | | 3-Year | -10.60 | -8.46 | -2.14 | -7.02 | -3.58 | | 5-Year | -2.62 | 0.52 | -3.14 | 0.33 | -2.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.44 | 57.02 | -1.58 | 45.76 | 9.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.73 | -18.27 | -4.46 | -18.25 | -4.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.20 | -36.56 | -2.64 | | 2007 | | | 0.66 | -1.10 | 1.76 | | 2006 | | | 12.22 | 15.03 | -2.81 | | 2005 | | | -0.14 | 6.75 | -6.89 | | 2004 | | | 20.31 | 18.94 | 1.37 | | 2003 | | | 43.25 | 43.41 | -0.16 | | 2002 | | | -15.38 | -16.22 | 0.84 | | 2001 | | | 15.52 | 8.92 | 6.60 | | 2000 | | | 22.41 | 11.89 | 10.52 | | 1999 | | | 5.73 | 19.95 | -14.22 |
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| PAST QUARTERLY RETURNS (%) FOR
SSSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.63 | 26.21 | 16.73 | N/A | | 2008 | -7.96 | 3.12 | -12.58 | -26.73 | | 2007 | 2.06 | 5.19 | -3.95 | -2.39 | | 2006 | 8.24 | -3.84 | 2.46 | 5.22 | | 2005 | -2.15 | 2.45 | 2.54 | -2.86 | | 2004 | 6.30 | 1.87 | -0.35 | 11.49 | | 2003 | -3.47 | 16.61 | 7.74 | 18.12 | | 2002 | 6.41 | -11.40 | -20.92 | 13.50 | | 2001 | -1.27 | 12.43 | -12.51 | 18.95 | | 2000 | 5.25 | 0.08 | 6.16 | 9.47 | | 1999 | N/A | N/A | N/A | 3.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 429 | 641 | 66.93 | | 1-Month | 648 | 662 | 97.89 | | 3-Month | 625 | 652 | 95.86 | | 6-Month | 194 | 647 | 29.98 | | 1-Year | 365 | 630 | 57.94 | | 3-Year | 357 | 553 | 64.56 | | 5-Year | 339 | 452 | 75.00 |
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0.33% Nasdaq 
0.27%
Performance
