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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.17% | | 5-Year Average Return: | 4.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 30.79% | |
Worst 1-Yr Total Return (2008): | -45.69% | |
Best 3-Yr Total Return (2005-7): | 13.14% | |
Worst 3-Yr Total Return (2006-8): | -9.71% |
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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 | STPIX | Category | Diff | Index* | Diff | | Year To Date | 43.17 | 44.15 | -0.98 | 17.05 | 26.12 | | 1-Month | -2.21 | -3.44 | 1.23 | -1.86 | -0.35 | | 3-Month | 5.80 | 4.68 | 1.12 | 5.48 | 0.32 | | 1-Year | 30.69 | 31.89 | -1.2 | 9.80 | 20.89 | | 3-Year | 1.90 | -1.81 | 3.71 | -7.02 | 8.92 | | 5-Year | 4.82 | 2.63 | 2.19 | 0.33 | 4.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.32 | 57.15 | -5.83 | 45.76 | 5.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.88 | -10.30 | -1.58 | -18.25 | 6.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.69 | -45.33 | -0.36 | | 2007 | | | 30.79 | 16.12 | 14.67 | | 2006 | | | 3.64 | 7.08 | -3.44 | | 2005 | | | 6.85 | 5.76 | 1.09 | | 2004 | | | 5.52 | 4.24 | 1.28 | | 2003 | | | N/A | 55.77 | N/A | | 2002 | | | N/A | -42.86 | N/A | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.27 | 20.13 | 16.89 | N/A | | 2008 | -16.68 | 0.56 | -15.38 | -23.40 | | 2007 | 1.09 | 11.15 | 13.81 | 2.27 | | 2006 | 5.28 | -8.71 | 2.35 | 5.36 | | 2005 | -8.59 | 3.23 | 10.53 | 2.45 | | 2004 | -1.13 | 1.86 | -14.35 | 22.33 | | 2003 | N/A | 21.95 | 6.00 | 11.01 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 81 | 220 | 36.82 | | 1-Month | 79 | 234 | 33.76 | | 3-Month | 43 | 228 | 18.86 | | 6-Month | 37 | 222 | 16.67 | | 1-Year | 78 | 212 | 36.79 | | 3-Year | 19 | 203 | 9.36 | | 5-Year | 39 | 190 | 20.53 |
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0.67% Nasdaq 
Performance
