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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.21% | | 5-Year Average Return: | -1.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.58% | |
Worst 1-Yr Total Return (2008): | -34.68% | |
Best 3-Yr Total Return (2004-6): | 12.17% | |
Worst 3-Yr Total Return (2006-8): | -7.65% |
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| 1-Year: | -17.31% | | 3-Year: | -8.93% | | 5-Year: | -0.77% | | 10-Year: | 3.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSVBX | Category | Diff | Index* | Diff | | Year To Date | 11.21 | 21.73 | -10.52 | 24.07 | -12.86 | | 1-Month | 4.45 | 5.16 | -0.71 | 6.00 | -1.55 | | 3-Month | 4.35 | 6.45 | -2.1 | 7.91 | -3.56 | | 1-Year | 12.35 | 24.67 | -12.32 | 25.39 | -13.04 | | 3-Year | -8.88 | -7.33 | -1.55 | -5.79 | -3.09 | | 5-Year | -1.30 | 0.27 | -1.57 | 0.71 | -2.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.45 | 47.53 | -8.08 | 45.76 | -6.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.15 | -16.99 | -4.16 | -18.25 | -2.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.68 | -37.09 | 2.41 | | 2007 | | | 1.67 | 1.42 | 0.25 | | 2006 | | | 18.58 | 18.15 | 0.43 | | 2005 | | | 3.61 | 5.95 | -2.34 | | 2004 | | | 14.86 | 12.97 | 1.89 | | 2003 | | | 22.49 | 28.44 | -5.95 | | 2002 | | | -6.58 | -18.69 | 12.11 | | 2001 | | | 1.61 | -4.99 | 6.60 | | 2000 | | | 9.47 | 7.87 | 1.60 | | 1999 | | | 8.44 | 6.72 | 1.72 |
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| PAST QUARTERLY RETURNS (%) FOR
SSVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.52 | 14.41 | 12.71 | N/A | | 2008 | -8.59 | -5.61 | -4.18 | -20.99 | | 2007 | -0.41 | 6.05 | 2.13 | -5.74 | | 2006 | 3.68 | 0.60 | 6.52 | 6.74 | | 2005 | 0.48 | 0.42 | 2.57 | 0.12 | | 2004 | 1.11 | 2.32 | 1.31 | 9.58 | | 2003 | -4.49 | 13.26 | 1.87 | 11.15 | | 2002 | 3.25 | -5.10 | -11.35 | 7.55 | | 2001 | -6.02 | 6.95 | -8.13 | 10.05 | | 2000 | 3.69 | -1.60 | 2.83 | 4.34 | | 1999 | N/A | N/A | N/A | 7.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1215 | 1293 | 93.97 | | 1-Month | 842 | 1338 | 62.93 | | 3-Month | 1209 | 1329 | 90.97 | | 6-Month | 1267 | 1320 | 95.98 | | 1-Year | 1047 | 1280 | 81.80 | | 3-Year | 690 | 1088 | 63.42 | | 5-Year | 642 | 917 | 70.01 |
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0.28% Nasdaq 
Performance
