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| Morningstar Return Rating: | Average | | Year to Date Return: | 52.15% | | 5-Year Average Return: | 3.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 29.48% | |
Worst 1-Yr Total Return (2008): | -46.34% | |
Best 3-Yr Total Return (2005-7): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -10.65% |
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| 1-Year: | 10.14% | | 3-Year: | 2.05% | | 5-Year: | 6.01% | | 10-Year: | -9.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STPCX | Category | Diff | Index* | Diff | | Year To Date | 52.15 | 51.81 | 0.34 | 24.07 | 28.08 | | 1-Month | 7.11 | 5.12 | 1.99 | 6.00 | 1.11 | | 3-Month | 12.12 | 7.87 | 4.25 | 7.91 | 4.21 | | 1-Year | 57.75 | 57.69 | 0.06 | 25.39 | 32.36 | | 3-Year | 1.78 | -1.61 | 3.39 | -5.79 | 7.57 | | 5-Year | 3.60 | 2.56 | 1.04 | 0.71 | 2.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.48 | 59.60 | -9.12 | 45.76 | 4.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.74 | -9.33 | -3.41 | -18.25 | 5.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.34 | -45.33 | -1.01 | | 2007 | | | 29.48 | 16.12 | 13.36 | | 2006 | | | 2.67 | 7.08 | -4.41 | | 2005 | | | 5.78 | 5.76 | 0.02 | | 2004 | | | 4.57 | 4.24 | 0.33 | | 2003 | | | 39.51 | 55.77 | -16.26 | | 2002 | | | -50.41 | -42.86 | -7.55 | | 2001 | | | -54.50 | -36.89 | -17.61 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.93 | 19.78 | 16.82 | N/A | | 2008 | -16.95 | 0.24 | -15.66 | -23.57 | | 2007 | 0.78 | 10.82 | 13.60 | 2.05 | | 2006 | 5.07 | -8.88 | 1.95 | 5.19 | | 2005 | -8.89 | 3.10 | 10.21 | 2.18 | | 2004 | -1.33 | 1.64 | -14.56 | 22.03 | | 2003 | -2.06 | 21.64 | 5.87 | 10.60 | | 2002 | -16.12 | -27.37 | -20.60 | 2.53 | | 2001 | -35.14 | -10.38 | -39.30 | 28.95 | | 2000 | N/A | -10.01 | 1.80 | -44.59 | | 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 | 90 | 215 | 41.86 | | 1-Month | 48 | 229 | 20.96 | | 3-Month | 27 | 229 | 11.79 | | 6-Month | 32 | 217 | 14.75 | | 1-Year | 78 | 207 | 37.68 | | 3-Year | 38 | 198 | 19.19 | | 5-Year | 68 | 186 | 36.56 |
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0.51% Nasdaq 
Performance
