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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.63% | | 5-Year Average Return: | 0.59% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.12% | |
Worst 1-Yr Total Return (2008): | -46.56% | |
Best 3-Yr Total Return (2004-6): | 9.13% | |
Worst 3-Yr Total Return (2006-8): | -15.14% |
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| 1-Year: | 0.74% | | 3-Year: | -4.39% | | 5-Year: | 1.63% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STNAX | Category | Diff | Index* | Diff | | Year To Date | 36.63 | 44.15 | -7.52 | 17.05 | 19.58 | | 1-Month | -3.83 | -3.44 | -0.39 | -1.86 | -1.97 | | 3-Month | 2.03 | 4.68 | -2.65 | 5.48 | -3.45 | | 1-Year | 25.17 | 31.89 | -6.72 | 9.80 | 15.37 | | 3-Year | -4.06 | -1.81 | -2.25 | -7.02 | 2.96 | | 5-Year | 0.59 | 2.63 | -2.04 | 0.33 | 0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.05 | 57.15 | -6.1 | 45.76 | 5.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.46 | -10.30 | -2.16 | -18.25 | 5.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.56 | -45.33 | -1.23 | | 2007 | | | 17.03 | 16.12 | 0.91 | | 2006 | | | -2.27 | 7.08 | -9.35 | | 2005 | | | 10.72 | 5.76 | 4.96 | | 2004 | | | 20.12 | 4.24 | 15.88 | | 2003 | | | 80.73 | 55.77 | 24.96 | | 2002 | | | -43.53 | -42.86 | -0.67 | | 2001 | | | -55.85 | -36.89 | -18.96 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.95 | 17.22 | 15.49 | N/A | | 2008 | -18.39 | 3.08 | -15.57 | -24.77 | | 2007 | 1.24 | 8.10 | 1.84 | 5.00 | | 2006 | 2.87 | -10.59 | 1.81 | 4.36 | | 2005 | -12.56 | 8.24 | 8.50 | 7.83 | | 2004 | 5.03 | 3.64 | -7.76 | 19.64 | | 2003 | 4.00 | 39.16 | 9.55 | 13.99 | | 2002 | -8.83 | -29.73 | -19.23 | 9.13 | | 2001 | -46.96 | 10.43 | -47.21 | 42.82 | | 2000 | N/A | N/A | 8.16 | -38.82 | | 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 | 176 | 220 | 80.00 | | 1-Month | 170 | 234 | 72.65 | | 3-Month | 202 | 228 | 88.60 | | 6-Month | 188 | 222 | 84.68 | | 1-Year | 134 | 212 | 63.21 | | 3-Year | 121 | 203 | 59.61 | | 5-Year | 106 | 190 | 55.79 |
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0.22% Nasdaq 
Performance
