|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.72% | | 5-Year Average Return: | 1.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.89% | |
Worst 1-Yr Total Return (2008): | -30.15% | |
Best 3-Yr Total Return (2004-6): | 9.58% | |
Worst 3-Yr Total Return (2006-8): | -5.57% |
|
| 1-Year: | -4.67% | | 3-Year: | -2.90% | | 5-Year: | 2.07% | | 10-Year: | 2.02% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STRTX | Category | Diff | Index* | Diff | | Year To Date | 14.72 | 18.65 | -3.93 | 17.05 | -2.33 | | 1-Month | -3.27 | -2.18 | -1.09 | -1.86 | -1.41 | | 3-Month | 3.76 | 5.08 | -1.32 | 5.48 | -1.72 | | 1-Year | 11.84 | 11.86 | -0.02 | 9.80 | 2.04 | | 3-Year | -4.00 | -6.78 | 2.78 | -7.02 | 3.02 | | 5-Year | 1.84 | 0.49 | 1.35 | 0.33 | 1.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.24 | 45.26 | -8.02 | 45.76 | -8.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.39 | -15.99 | 2.6 | -18.25 | 4.86 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STRTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.15 | -37.79 | 7.64 | | 2007 | | | 7.73 | 6.16 | 1.57 | | 2006 | | | 11.89 | 14.17 | -2.28 | | 2005 | | | 7.92 | 5.88 | 2.04 | | 2004 | | | 8.96 | 10.02 | -1.06 | | 2003 | | | 21.17 | 27.05 | -5.88 | | 2002 | | | -12.56 | -22.25 | 9.69 | | 2001 | | | -5.72 | -13.50 | 7.78 | | 2000 | | | -1.68 | -6.31 | 4.63 | | 1999 | | | 10.00 | 20.16 | -10.16 |
|
| PAST QUARTERLY RETURNS (%) FOR
STRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.28 | 11.82 | 14.39 | N/A | | 2008 | -8.79 | 0.62 | -8.14 | -17.14 | | 2007 | 1.88 | 5.26 | 0.90 | -0.44 | | 2006 | 4.59 | -2.18 | 3.41 | 5.76 | | 2005 | -1.13 | 2.57 | 4.53 | 1.82 | | 2004 | 2.54 | 0.00 | 0.30 | 5.95 | | 2003 | -1.65 | 12.03 | 1.82 | 8.00 | | 2002 | 0.67 | -7.39 | -10.29 | 4.56 | | 2001 | -6.83 | 3.27 | -9.35 | 8.09 | | 2000 | 4.21 | -2.34 | 0.80 | -4.17 | | 1999 | N/A | N/A | N/A | 9.19 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1550 | 2013 | 77.00 | | 1-Month | 1920 | 2110 | 91.00 | | 3-Month | 1860 | 2090 | 89.00 | | 6-Month | 1864 | 2049 | 90.97 | | 1-Year | 837 | 1999 | 41.87 | | 3-Year | 166 | 1694 | 9.80 | | 5-Year | 180 | 1352 | 13.31 |
|
|
|
|
|
0.83% Nasdaq 0.00%
Performance
