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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.40% | | 5-Year Average Return: | -0.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.62% | |
Worst 1-Yr Total Return (2008): | -41.16% | |
Best 3-Yr Total Return (2004-6): | 11.86% | |
Worst 3-Yr Total Return (2006-8): | -12.42% |
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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 | STMSX | Category | Diff | Index* | Diff | | Year To Date | 27.40 | 22.72 | 4.68 | 24.07 | 3.33 | | 1-Month | 4.36 | 3.14 | 1.22 | 6.00 | -1.64 | | 3-Month | 5.63 | 3.09 | 2.54 | 7.91 | -2.28 | | 1-Year | 34.85 | 29.36 | 5.49 | 25.39 | 9.46 | | 3-Year | -8.61 | -8.14 | -0.47 | -5.79 | -2.82 | | 5-Year | -0.98 | -0.30 | -0.68 | 0.71 | -1.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.66 | 57.49 | -1.83 | 45.76 | 9.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.03 | -19.40 | -2.63 | -18.25 | -3.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.16 | -36.56 | -4.60 | | 2007 | | | 1.65 | -1.10 | 2.75 | | 2006 | | | 12.34 | 15.03 | -2.69 | | 2005 | | | 6.84 | 6.75 | 0.09 | | 2004 | | | 16.62 | 18.94 | -2.32 | | 2003 | | | 48.70 | 43.41 | 5.29 | | 2002 | | | -19.12 | -16.22 | -2.90 | | 2001 | | | -2.96 | 8.92 | -11.88 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.92 | 18.46 | 20.31 | N/A | | 2008 | -11.97 | 1.26 | -9.24 | -27.27 | | 2007 | 3.21 | 6.75 | -2.65 | -5.24 | | 2006 | 11.10 | -6.50 | 0.00 | 8.14 | | 2005 | -3.29 | 3.07 | 5.55 | 1.56 | | 2004 | 6.03 | -1.32 | -2.92 | 14.82 | | 2003 | -3.77 | 22.54 | 10.13 | 14.50 | | 2002 | 4.20 | -7.46 | -17.86 | 2.12 | | 2001 | -10.81 | 13.03 | -17.59 | 16.81 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 157 | 657 | 23.90 | | 1-Month | 291 | 679 | 42.86 | | 3-Month | 93 | 671 | 13.86 | | 6-Month | 92 | 663 | 13.88 | | 1-Year | 131 | 646 | 20.28 | | 3-Year | 287 | 573 | 50.09 | | 5-Year | 259 | 475 | 54.53 |
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0.16% Nasdaq 
0.04%
Performance
