|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.52% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.75% | |
Worst 1-Yr Total Return (2008): | -6.78% | |
Best 3-Yr Total Return (2005-7): | 3.80% | |
Worst 3-Yr Total Return (2006-8): | 0.25% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STADX | Category | Diff | Index* | Diff | | Year To Date | 7.52 | 7.47 | 0.05 | 6.24 | 1.28 | | 1-Month | 0.70 | 0.61 | 0.09 | 0.49 | 0.21 | | 3-Month | 3.15 | 1.92 | 1.23 | 2.60 | 0.55 | | 1-Year | 4.74 | 4.56 | 0.18 | 13.79 | -9.05 | | 3-Year | 1.42 | 0.77 | 0.65 | 6.35 | -4.93 | | 5-Year | 2.38 | 1.83 | 0.55 | 5.05 | -2.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.78 | 5.89 | -0.11 | 7.06 | -1.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.11 | -0.08 | -0.03 | 7.94 | -8.05 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STADX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -6.78 | -7.89 | 1.11 | | 2007 | | | 3.17 | 2.42 | 0.75 | | 2006 | | | 4.75 | 4.70 | 0.05 | | 2005 | | | 3.49 | 2.53 | 0.96 | | 2004 | | | 1.96 | 1.27 | 0.69 | | 2003 | | | 2.26 | 1.75 | 0.51 | | 2002 | | | 0.93 | 2.90 | -1.97 | | 2001 | | | 4.16 | 5.53 | -1.37 | | 2000 | | | 6.88 | 6.82 | 0.06 | | 1999 | | | 5.17 | 4.39 | 0.78 |
|
| PAST QUARTERLY RETURNS (%) FOR
STADX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.43 | 2.52 | 3.70 | N/A | | 2008 | -0.86 | 0.06 | -1.45 | -4.64 | | 2007 | 1.18 | 1.20 | 0.33 | 0.42 | | 2006 | 0.96 | 1.20 | 1.08 | 1.43 | | 2005 | 0.62 | 1.31 | 0.74 | 0.77 | | 2004 | 0.87 | -0.05 | 0.74 | 0.39 | | 2003 | 0.73 | 1.08 | 0.17 | 0.26 | | 2002 | -0.52 | 0.89 | -0.16 | 0.74 | | 2001 | 2.08 | 1.75 | 0.28 | 0.00 | | 2000 | 1.44 | 1.72 | 1.86 | 1.69 | | 1999 | N/A | N/A | N/A | 1.29 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 122 | 40.98 | | 1-Month | 27 | 124 | 21.77 | | 3-Month | 27 | 124 | 21.77 | | 6-Month | 34 | 122 | 27.87 | | 1-Year | 46 | 122 | 37.70 | | 3-Year | 55 | 114 | 48.25 | | 5-Year | 49 | 101 | 48.51 |
|
|
|
|
|
0.22% Nasdaq 
Performance
