|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.36% | | 5-Year Average Return: | 1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.53% | |
Worst 1-Yr Total Return (2008): | -38.32% | |
Best 3-Yr Total Return (2004-6): | 12.53% | |
Worst 3-Yr Total Return (2006-8): | -9.63% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STRGX | Category | Diff | Index* | Diff | | Year To Date | 15.36 | 18.65 | -3.29 | 17.05 | -1.69 | | 1-Month | -3.99 | -2.18 | -1.81 | -1.86 | -2.13 | | 3-Month | 2.19 | 5.08 | -2.89 | 5.48 | -3.29 | | 1-Year | 10.84 | 11.86 | -1.02 | 9.80 | 1.04 | | 3-Year | -5.33 | -6.78 | 1.45 | -7.02 | 1.69 | | 5-Year | 1.92 | 0.49 | 1.43 | 0.33 | 1.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.52 | 45.26 | -4.74 | 45.76 | -5.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.49 | -15.99 | -6.5 | -18.25 | -4.24 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STRGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.32 | -37.79 | -0.53 | | 2007 | | | 18.76 | 6.16 | 12.60 | | 2006 | | | 0.77 | 14.17 | -13.40 | | 2005 | | | 14.49 | 5.88 | 8.61 | | 2004 | | | 23.53 | 10.02 | 13.51 | | 2003 | | | 42.19 | 27.05 | 15.14 | | 2002 | | | -21.38 | -22.25 | 0.87 | | 2001 | | | 10.18 | -13.50 | 23.68 | | 2000 | | | 22.05 | -6.31 | 28.36 | | 1999 | | | -9.29 | 20.16 | -29.45 |
|
| PAST QUARTERLY RETURNS (%) FOR
STRGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.27 | 19.33 | 13.48 | N/A | | 2008 | -8.31 | 5.40 | -18.21 | -21.97 | | 2007 | 5.05 | 8.49 | -0.24 | 4.46 | | 2006 | 6.34 | -3.19 | -5.40 | 3.47 | | 2005 | 2.26 | 2.38 | 7.99 | 1.27 | | 2004 | 6.63 | 0.95 | 2.16 | 12.33 | | 2003 | -6.28 | 21.04 | 3.07 | 21.62 | | 2002 | 6.67 | -10.00 | -18.53 | 0.52 | | 2001 | -0.49 | 8.26 | -6.96 | 9.93 | | 2000 | -3.76 | 9.62 | 12.69 | 2.67 | | 1999 | N/A | N/A | N/A | 2.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1348 | 2013 | 66.96 | | 1-Month | 1983 | 2110 | 93.98 | | 3-Month | 1860 | 2090 | 89.00 | | 6-Month | 1536 | 2049 | 74.96 | | 1-Year | 810 | 1999 | 40.52 | | 3-Year | 282 | 1694 | 16.65 | | 5-Year | 241 | 1352 | 17.83 |
|
|
|
|
|
0.22% Nasdaq 
Performance
