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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.41% | | 5-Year Average Return: | 0.26% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 28.32% | |
Worst 1-Yr Total Return (2008): | -30.34% | |
Best 3-Yr Total Return (2004-6): | 17.73% | |
Worst 3-Yr Total Return (2006-8): | -8.88% |
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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 | STMDX | Category | Diff | Index* | Diff | | Year To Date | 24.41 | 22.99 | 1.42 | 24.07 | 0.34 | | 1-Month | 5.45 | 6.66 | -1.21 | 6.00 | -0.55 | | 3-Month | 4.97 | 8.82 | -3.85 | 7.91 | -2.94 | | 1-Year | 43.60 | 42.04 | 1.56 | 25.39 | 18.21 | | 3-Year | -10.34 | -15.72 | 5.38 | -5.79 | -4.55 | | 5-Year | 0.26 | -1.07 | 1.33 | 0.71 | -0.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 71.53 | 78.85 | -7.32 | 45.76 | 25.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.58 | -30.70 | 10.12 | -18.25 | -2.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.34 | -39.55 | 9.21 | | 2007 | | | -15.35 | -14.66 | -0.69 | | 2006 | | | 28.32 | 33.58 | -5.26 | | 2005 | | | 4.10 | 11.51 | -7.41 | | 2004 | | | 22.17 | 32.02 | -9.85 | | 2003 | | | 32.38 | 36.80 | -4.42 | | 2002 | | | 6.46 | 4.54 | 1.92 | | 2001 | | | 22.98 | 10.00 | 12.98 | | 2000 | | | 20.10 | 27.02 | -6.92 | | 1999 | | | -6.25 | -2.76 | -3.49 |
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| PAST QUARTERLY RETURNS (%) FOR
STMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -24.21 | 22.75 | 32.87 | N/A | | 2008 | 2.20 | -5.22 | 9.29 | -34.19 | | 2007 | 1.51 | -5.97 | -0.20 | -11.14 | | 2006 | 13.88 | -2.06 | 9.03 | 5.53 | | 2005 | -7.48 | 13.00 | 0.12 | -0.53 | | 2004 | 11.02 | -7.41 | 7.04 | 11.04 | | 2003 | -0.39 | 13.07 | 7.77 | 9.07 | | 2002 | 10.42 | 3.92 | -7.03 | -0.20 | | 2001 | 9.78 | 12.06 | -6.66 | 7.11 | | 2000 | 0.65 | 10.95 | 7.01 | 0.50 | | 1999 | N/A | N/A | N/A | -3.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 267 | 18.73 | | 1-Month | 16 | 282 | 5.67 | | 3-Month | 259 | 276 | 93.84 | | 6-Month | 132 | 270 | 48.89 | | 1-Year | 41 | 265 | 15.47 | | 3-Year | 7 | 228 | 3.07 | | 5-Year | 48 | 201 | 23.88 |
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0.51% Nasdaq 
Performance
