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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.26% | | 5-Year Average Return: | -2.57% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.33% | |
Worst 1-Yr Total Return (2008): | -39.21% | |
Best 3-Yr Total Return (2004-6): | 10.49% | |
Worst 3-Yr Total Return (2006-8): | -11.77% |
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| 1-Year: | -7.52% | | 3-Year: | -6.38% | | 5-Year: | -0.51% | | 10-Year: | 6.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSSTX | Category | Diff | Index* | Diff | | Year To Date | 16.26 | 19.13 | -2.87 | 17.05 | -0.79 | | 1-Month | -8.81 | -5.65 | -3.16 | -1.86 | -6.95 | | 3-Month | -1.54 | 2.75 | -4.29 | 5.48 | -7.02 | | 1-Year | 10.36 | 11.45 | -1.09 | 9.80 | 0.56 | | 3-Year | -10.54 | -8.46 | -2.08 | -7.02 | -3.52 | | 5-Year | -2.57 | 0.52 | -3.09 | 0.33 | -2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.41 | 57.02 | -1.61 | 45.76 | 9.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.59 | -18.27 | -4.32 | -18.25 | -4.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.21 | -36.56 | -2.65 | | 2007 | | | 0.65 | -1.10 | 1.75 | | 2006 | | | 12.24 | 15.03 | -2.79 | | 2005 | | | -0.14 | 6.75 | -6.89 | | 2004 | | | 20.33 | 18.94 | 1.39 | | 2003 | | | 43.37 | 43.41 | -0.04 | | 2002 | | | -15.38 | -16.22 | 0.84 | | 2001 | | | 15.51 | 8.92 | 6.59 | | 2000 | | | 22.50 | 11.89 | 10.61 | | 1999 | | | 5.64 | 19.95 | -14.31 |
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| PAST QUARTERLY RETURNS (%) FOR
SSSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.48 | 26.21 | 16.75 | N/A | | 2008 | -7.93 | 3.11 | -12.60 | -26.72 | | 2007 | 2.11 | 5.17 | -3.99 | -2.38 | | 2006 | 8.28 | -3.82 | 2.46 | 5.20 | | 2005 | -2.14 | 2.44 | 2.58 | -2.90 | | 2004 | 6.34 | 1.82 | -0.30 | 11.47 | | 2003 | -3.39 | 16.67 | 7.79 | 18.01 | | 2002 | 6.41 | -11.40 | -20.84 | 13.39 | | 2001 | -1.34 | 12.43 | -12.45 | 18.93 | | 2000 | 5.34 | 0.08 | 6.15 | 9.46 | | 1999 | N/A | N/A | N/A | 3.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 423 | 641 | 65.99 | | 1-Month | 648 | 662 | 97.89 | | 3-Month | 619 | 652 | 94.94 | | 6-Month | 187 | 647 | 28.90 | | 1-Year | 354 | 630 | 56.19 | | 3-Year | 353 | 553 | 63.83 | | 5-Year | 338 | 452 | 74.78 |
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0.26% Nasdaq 
Performance
