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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.93% | | 5-Year Average Return: | 2.47% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 26.43% | |
Worst 1-Yr Total Return (2008): | -25.77% | |
Best 3-Yr Total Return (2004-6): | 16.85% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
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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 | STSCX | Category | Diff | Index* | Diff | | Year To Date | 8.93 | 19.13 | -10.2 | 17.05 | -8.12 | | 1-Month | -4.58 | -5.65 | 1.07 | -1.86 | -2.72 | | 3-Month | 4.86 | 2.75 | 2.11 | 5.48 | -0.62 | | 1-Year | 1.83 | 11.45 | -9.62 | 9.80 | -7.97 | | 3-Year | -6.80 | -8.46 | 1.66 | -7.02 | 0.22 | | 5-Year | 2.47 | 0.52 | 1.95 | 0.33 | 2.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.44 | 57.02 | -12.58 | 45.76 | -1.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.55 | -18.27 | -4.28 | -18.25 | -4.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.77 | -36.56 | 10.79 | | 2007 | | | -2.20 | -1.10 | -1.10 | | 2006 | | | 13.82 | 15.03 | -1.21 | | 2005 | | | 10.86 | 6.75 | 4.11 | | 2004 | | | 26.43 | 18.94 | 7.49 | | 2003 | | | 49.63 | 43.41 | 6.22 | | 2002 | | | -9.51 | -16.22 | 6.71 | | 2001 | | | 10.89 | 8.92 | 1.97 | | 2000 | | | 23.91 | 11.89 | 12.02 | | 1999 | | | -1.98 | 19.95 | -21.93 |
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| PAST QUARTERLY RETURNS (%) FOR
STSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.70 | 14.65 | 19.54 | N/A | | 2008 | -4.66 | 9.48 | -9.14 | -21.73 | | 2007 | 3.22 | 4.77 | -3.11 | -6.67 | | 2006 | 14.19 | -3.18 | -4.44 | 7.74 | | 2005 | -0.89 | 6.41 | 4.10 | 0.98 | | 2004 | 6.55 | 1.65 | 2.99 | 13.34 | | 2003 | -3.37 | 21.26 | 7.16 | 19.16 | | 2002 | 7.04 | -2.44 | -14.50 | 1.34 | | 2001 | -3.60 | 11.39 | -12.94 | 18.62 | | 2000 | -3.09 | 5.10 | 11.92 | 8.70 | | 1999 | N/A | N/A | N/A | 0.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 589 | 641 | 91.89 | | 1-Month | 311 | 662 | 46.98 | | 3-Month | 280 | 652 | 42.94 | | 6-Month | 472 | 647 | 72.95 | | 1-Year | 489 | 630 | 77.62 | | 3-Year | 170 | 553 | 30.74 | | 5-Year | 101 | 452 | 22.35 |
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1.48% Nasdaq 0.00%
Performance
