|
| Morningstar Return Rating: | | | Year to Date Return: | 49.59% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | 17.01% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSUAX | Category | Diff | Index* | Diff | | Year To Date | 49.59 | 22.72 | 26.87 | 24.07 | 25.52 | | 1-Month | 2.82 | 3.14 | -0.32 | 6.00 | -3.18 | | 3-Month | 0.79 | 3.09 | -2.3 | 7.91 | -7.12 | | 1-Year | 53.81 | 29.36 | 24.45 | 25.39 | 28.42 | | 3-Year | N/A | -8.14 | N/A | -5.79 | N/A | | 5-Year | N/A | -0.30 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.98 | 57.49 | 16.49 | 45.76 | 28.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.44 | -19.40 | 31.84 | -18.25 | 30.69 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -36.56 | N/A | | 2007 | | | N/A | -1.10 | N/A | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SSUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.11 | 31.14 | 20.91 | N/A | | 2008 | N/A | N/A | N/A | -20.02 | | 2007 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 657 | 3.96 | | 1-Month | 115 | 679 | 16.94 | | 3-Month | 449 | 671 | 66.92 | | 6-Month | 59 | 663 | 8.90 | | 1-Year | 22 | 646 | 3.41 | | 3-Year | | 573 | N/A | | 5-Year | | 475 | N/A |
|
|
|
|
|