|
| Morningstar Return Rating: | Average | | Year to Date Return: | 22.15% | | 5-Year Average Return: | -1.18% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 14.44% | |
Worst 1-Yr Total Return (2008): | -40.63% | |
Best 3-Yr Total Return (2005-7): | 6.89% | |
Worst 3-Yr Total Return (2006-8): | -9.48% |
|
| 1-Year: | -3.56% | | 3-Year: | -3.86% | | 5-Year: | -0.55% | | 10-Year: | -1.33% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STCFX | Category | Diff | Index* | Diff | | Year To Date | 22.15 | 24.15 | -2 | 17.05 | 5.1 | | 1-Month | -2.12 | -2.25 | 0.13 | -1.86 | -0.26 | | 3-Month | 3.89 | 4.52 | -0.63 | 5.48 | -1.59 | | 1-Year | 14.51 | 15.35 | -0.84 | 9.80 | 4.71 | | 3-Year | -5.15 | -4.95 | -0.2 | -7.02 | 1.87 | | 5-Year | -1.18 | 0.99 | -2.17 | 0.33 | -1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.88 | 42.81 | -1.93 | 45.76 | -4.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.71 | -17.14 | -0.57 | -18.25 | 0.54 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STCFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.63 | -40.67 | 0.04 | | 2007 | | | 14.44 | 13.35 | 1.09 | | 2006 | | | 9.18 | 7.05 | 2.13 | | 2005 | | | -2.24 | 6.71 | -8.95 | | 2004 | | | 5.26 | 7.81 | -2.55 | | 2003 | | | 17.18 | 28.66 | -11.48 | | 2002 | | | -22.85 | -27.64 | 4.79 | | 2001 | | | -7.57 | -22.30 | 14.73 | | 2000 | | | 0.51 | -13.05 | 13.56 | | 1999 | | | 8.53 | 38.87 | -30.34 |
|
| PAST QUARTERLY RETURNS (%) FOR
STCFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.37 | 12.75 | 14.54 | N/A | | 2008 | -13.38 | 0.84 | -12.91 | -21.94 | | 2007 | -0.79 | 5.72 | 6.58 | 2.38 | | 2006 | 4.18 | -4.19 | 4.37 | 4.79 | | 2005 | -4.17 | -1.27 | 0.09 | 3.22 | | 2004 | 1.89 | 0.26 | -4.14 | 7.48 | | 2003 | -2.32 | 8.52 | 0.99 | 9.45 | | 2002 | -1.06 | -12.57 | -13.82 | 3.49 | | 2001 | -9.29 | 6.71 | -15.22 | 12.62 | | 2000 | 4.63 | 0.66 | -0.13 | -4.44 | | 1999 | N/A | N/A | N/A | 9.28 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1063 | 1802 | 58.99 | | 1-Month | 1266 | 1890 | 66.98 | | 3-Month | 1168 | 1884 | 62.00 | | 6-Month | 1242 | 1827 | 67.98 | | 1-Year | 930 | 1797 | 51.75 | | 3-Year | 672 | 1518 | 44.27 | | 5-Year | 911 | 1251 | 72.82 |
|
|
|
|
|