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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.79% | | 5-Year Average Return: | 5.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.31% | |
Worst 1-Yr Total Return (2008): | -34.92% | |
Best 3-Yr Total Return (2004-6): | 12.40% | |
Worst 3-Yr Total Return (2006-8): | -6.21% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STCSX | Category | Diff | Index* | Diff | | Year To Date | 34.79 | 31.59 | 3.2 | 24.07 | 10.72 | | 1-Month | 3.90 | 4.49 | -0.59 | 6.00 | -2.1 | | 3-Month | 5.33 | 6.16 | -0.83 | 7.91 | -2.58 | | 1-Year | 40.72 | 35.24 | 5.48 | 25.39 | 15.33 | | 3-Year | -0.93 | -5.04 | 4.11 | -5.79 | 4.86 | | 5-Year | 5.16 | 1.47 | 3.69 | 0.71 | 4.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.60 | 48.99 | 9.61 | 45.76 | 12.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.60 | -20.53 | 7.93 | -18.25 | 5.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.92 | -43.77 | 8.85 | | 2007 | | | 9.94 | 15.09 | -5.15 | | 2006 | | | 15.31 | 9.00 | 6.31 | | 2005 | | | 12.01 | 9.84 | 2.17 | | 2004 | | | 9.96 | 13.23 | -3.27 | | 2003 | | | 38.70 | 35.96 | 2.74 | | 2002 | | | -19.26 | -27.24 | 7.98 | | 2001 | | | -1.70 | -19.98 | 18.28 | | 2000 | | | -1.20 | -4.78 | 3.58 | | 1999 | | | 40.35 | 60.49 | -20.14 |
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| PAST QUARTERLY RETURNS (%) FOR
STCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.64 | 20.36 | 19.66 | N/A | | 2008 | -7.18 | -0.65 | -4.93 | -25.77 | | 2007 | 5.05 | 7.76 | 0.66 | -3.52 | | 2006 | 8.13 | -2.25 | 2.04 | 6.91 | | 2005 | 0.16 | 2.06 | 4.70 | 4.65 | | 2004 | 2.89 | -0.61 | -3.66 | 11.62 | | 2003 | -1.06 | 18.04 | 4.66 | 13.47 | | 2002 | 2.68 | -14.77 | -17.97 | 12.46 | | 2001 | -5.26 | 5.97 | -20.06 | 22.48 | | 2000 | 7.06 | -6.19 | 3.24 | -4.72 | | 1999 | N/A | N/A | N/A | 25.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 363 | 827 | 43.89 | | 1-Month | 519 | 881 | 58.91 | | 3-Month | 729 | 879 | 82.94 | | 6-Month | 146 | 862 | 16.94 | | 1-Year | 264 | 825 | 32.00 | | 3-Year | 95 | 734 | 12.94 | | 5-Year | 35 | 632 | 5.54 |
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0.47% Nasdaq 
Performance
