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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.96% | | 5-Year Average Return: | -1.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 10.85% | |
Worst 1-Yr Total Return (2008): | -37.85% | |
Best 3-Yr Total Return (2004-6): | 8.90% | |
Worst 3-Yr Total Return (2006-8): | -15.17% |
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| 1-Year: | -1.15% | | 3-Year: | -8.89% | | 5-Year: | -1.20% | | 10-Year: | -3.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSSCX | Category | Diff | Index* | Diff | | Year To Date | 29.96 | 31.20 | -1.24 | 24.07 | 5.89 | | 1-Month | 5.36 | 5.67 | -0.31 | 6.00 | -0.64 | | 3-Month | 8.62 | 8.18 | 0.44 | 7.91 | 0.71 | | 1-Year | 30.72 | 34.04 | -3.32 | 25.39 | 5.33 | | 3-Year | -8.97 | -3.89 | -5.08 | -5.79 | -3.18 | | 5-Year | -1.90 | 1.25 | -3.15 | 0.71 | -2.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.88 | 43.84 | -2.96 | 45.76 | -4.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.78 | -18.03 | 0.25 | -18.25 | 0.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.85 | -40.67 | 2.82 | | 2007 | | | -7.17 | 13.35 | -20.52 | | 2006 | | | 5.81 | 7.05 | -1.24 | | 2005 | | | 10.85 | 6.71 | 4.14 | | 2004 | | | 10.10 | 7.81 | 2.29 | | 2003 | | | 15.98 | 28.66 | -12.68 | | 2002 | | | -26.84 | -27.64 | 0.80 | | 2001 | | | -11.61 | -22.30 | 10.69 | | 2000 | | | -18.20 | -13.05 | -5.15 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SSSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.84 | 14.26 | 15.91 | N/A | | 2008 | -7.13 | 0.52 | -16.84 | -19.94 | | 2007 | -3.35 | 6.10 | -0.50 | -9.02 | | 2006 | 4.84 | -4.41 | 0.43 | 5.13 | | 2005 | -3.46 | 0.99 | 9.29 | 4.03 | | 2004 | 3.94 | 0.51 | -5.53 | 11.57 | | 2003 | -2.89 | 9.56 | 1.00 | 7.93 | | 2002 | -0.89 | -18.09 | -12.48 | 2.98 | | 2001 | -15.06 | 6.72 | -18.89 | 20.21 | | 2000 | -1.45 | -4.58 | -3.60 | -9.77 | | 1999 | N/A | N/A | N/A | 17.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1090 | 1818 | 59.96 | | 1-Month | 1753 | 1906 | 91.97 | | 3-Month | 837 | 1904 | 43.96 | | 6-Month | 391 | 1866 | 20.95 | | 1-Year | 939 | 1815 | 51.74 | | 3-Year | 1271 | 1537 | 82.69 | | 5-Year | 1035 | 1273 | 81.30 |
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0.51% Nasdaq 
Performance
