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| Morningstar Return Rating: | High | | Year to Date Return: | 11.97% | | 5-Year Average Return: | 3.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.37% | |
Worst 1-Yr Total Return (2008): | -28.84% | |
Best 3-Yr Total Return (2005-7): | 11.55% | |
Worst 3-Yr Total Return (2006-8): | -1.89% |
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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 | STFGX | Category | Diff | Index* | Diff | | Year To Date | 11.97 | 18.65 | -6.68 | 17.05 | -5.08 | | 1-Month | -0.09 | -2.18 | 2.09 | -1.86 | 1.77 | | 3-Month | 4.98 | 5.08 | -0.1 | 5.48 | -0.5 | | 1-Year | 9.59 | 11.86 | -2.27 | 9.80 | -0.21 | | 3-Year | -2.70 | -6.78 | 4.08 | -7.02 | 4.32 | | 5-Year | 3.21 | 0.49 | 2.72 | 0.33 | 2.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.40 | 45.26 | -8.86 | 45.76 | -9.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.23 | -15.99 | 0.76 | -18.25 | 3.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STFGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.84 | -37.79 | 8.95 | | 2007 | | | 13.06 | 6.16 | 6.90 | | 2006 | | | 17.37 | 14.17 | 3.20 | | 2005 | | | 4.60 | 5.88 | -1.28 | | 2004 | | | 9.36 | 10.02 | -0.66 | | 2003 | | | 25.27 | 27.05 | -1.78 | | 2002 | | | -16.09 | -22.25 | 6.16 | | 2001 | | | -10.82 | -13.50 | 2.68 | | 2000 | | | -5.38 | -6.31 | 0.93 | | 1999 | | | 18.72 | 20.16 | -1.44 |
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| PAST QUARTERLY RETURNS (%) FOR
STFGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.75 | 12.70 | 12.68 | N/A | | 2008 | -5.37 | -3.80 | -6.68 | -16.24 | | 2007 | 1.93 | 5.81 | 4.71 | 0.11 | | 2006 | 6.43 | -0.15 | 4.57 | 5.62 | | 2005 | 0.08 | -0.44 | 5.05 | -0.06 | | 2004 | 0.07 | 3.32 | -1.58 | 7.49 | | 2003 | -2.33 | 11.29 | 2.79 | 12.12 | | 2002 | 1.54 | -11.50 | -13.87 | 8.41 | | 2001 | -11.53 | 3.96 | -11.43 | 9.46 | | 2000 | 3.93 | 2.58 | -5.18 | -6.40 | | 1999 | N/A | N/A | N/A | 14.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1771 | 2013 | 87.98 | | 1-Month | 63 | 2110 | 2.99 | | 3-Month | 250 | 2090 | 11.96 | | 6-Month | 1044 | 2049 | 50.95 | | 1-Year | 1301 | 1999 | 65.08 | | 3-Year | 66 | 1694 | 3.90 | | 5-Year | 69 | 1352 | 5.10 |
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