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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.83% | | 5-Year Average Return: | 4.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 30.38% | |
Worst 1-Yr Total Return (2008): | -46.04% | |
Best 3-Yr Total Return (2005-7): | 12.73% | |
Worst 3-Yr Total Return (2006-8): | -10.13% |
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| 1-Year: | 5.48% | | 3-Year: | 0.64% | | 5-Year: | 5.39% | | 10-Year: | -9.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STPAX | Category | Diff | Index* | Diff | | Year To Date | 42.83 | 44.15 | -1.32 | 17.05 | 25.78 | | 1-Month | -2.27 | -3.44 | 1.17 | -1.86 | -0.41 | | 3-Month | 5.83 | 4.68 | 1.15 | 5.48 | 0.35 | | 1-Year | 30.30 | 31.89 | -1.59 | 9.80 | 20.5 | | 3-Year | 1.47 | -1.81 | 3.28 | -7.02 | 8.49 | | 5-Year | 4.39 | 2.63 | 1.76 | 0.33 | 4.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.18 | 57.15 | -5.97 | 45.76 | 5.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.16 | -10.30 | -1.86 | -18.25 | 6.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.04 | -45.33 | -0.71 | | 2007 | | | 30.38 | 16.12 | 14.26 | | 2006 | | | 3.17 | 7.08 | -3.91 | | 2005 | | | 6.49 | 5.76 | 0.73 | | 2004 | | | 5.26 | 4.24 | 1.02 | | 2003 | | | 40.04 | 55.77 | -15.73 | | 2002 | | | -50.10 | -42.86 | -7.24 | | 2001 | | | -54.17 | -36.89 | -17.28 | | 2000 | | | -36.74 | -31.36 | -5.38 | | 1999 | | | 167.86 | 129.22 | 38.64 |
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| PAST QUARTERLY RETURNS (%) FOR
STPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.20 | 19.97 | 16.92 | N/A | | 2008 | -16.89 | 0.57 | -15.69 | -23.43 | | 2007 | 1.11 | 10.95 | 13.71 | 2.22 | | 2006 | 5.20 | -8.81 | 2.25 | 5.17 | | 2005 | -8.65 | 3.11 | 10.47 | 2.34 | | 2004 | -1.14 | 1.87 | -14.41 | 22.11 | | 2003 | -1.99 | 21.75 | 6.01 | 10.71 | | 2002 | -16.00 | -27.10 | -20.62 | 2.66 | | 2001 | -35.03 | -10.10 | -39.31 | 29.31 | | 2000 | 24.37 | -10.03 | 1.95 | -44.55 | | 1999 | N/A | N/A | N/A | 62.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 85 | 220 | 38.64 | | 1-Month | 84 | 234 | 35.90 | | 3-Month | 45 | 228 | 19.74 | | 6-Month | 39 | 222 | 17.57 | | 1-Year | 80 | 212 | 37.74 | | 3-Year | 26 | 203 | 12.81 | | 5-Year | 49 | 190 | 25.79 |
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0.83% Nasdaq 0.00%
Performance
