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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.06% | | 5-Year Average Return: | -3.99% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.82% | |
Worst 1-Yr Total Return (2008): | -40.94% | |
Best 3-Yr Total Return (2004-6): | 6.28% | |
Worst 3-Yr Total Return (2006-8): | -18.13% |
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| 1-Year: | 0.58% | | 3-Year: | -9.04% | | 5-Year: | -1.46% | | 10-Year: | 2.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SUFCX | Category | Diff | Index* | Diff | | Year To Date | 36.06 | 31.59 | 4.47 | 24.07 | 11.99 | | 1-Month | 4.62 | 4.49 | 0.13 | 6.00 | -1.38 | | 3-Month | 4.62 | 6.16 | -1.54 | 7.91 | -3.29 | | 1-Year | 39.73 | 35.24 | 4.49 | 25.39 | 14.34 | | 3-Year | -10.11 | -5.04 | -5.07 | -5.79 | -4.32 | | 5-Year | -3.99 | 1.47 | -5.46 | 0.71 | -4.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.96 | 48.99 | 3.97 | 45.76 | 7.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.99 | -20.53 | 1.54 | -18.25 | -0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.94 | -43.77 | 2.83 | | 2007 | | | -10.52 | 15.09 | -25.61 | | 2006 | | | 3.83 | 9.00 | -5.17 | | 2005 | | | 6.24 | 9.84 | -3.60 | | 2004 | | | 8.82 | 13.23 | -4.41 | | 2003 | | | 55.05 | 35.96 | 19.09 | | 2002 | | | -28.17 | -27.24 | -0.93 | | 2001 | | | -15.52 | -19.98 | 4.46 | | 2000 | | | 15.27 | -4.78 | 20.05 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SUFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.20 | 19.46 | 15.89 | N/A | | 2008 | -9.12 | 7.87 | -18.88 | -25.74 | | 2007 | -0.58 | 0.29 | -2.41 | -8.04 | | 2006 | 12.28 | -9.58 | -1.77 | 4.11 | | 2005 | -7.62 | 4.45 | 7.44 | 2.47 | | 2004 | 5.46 | -0.42 | -11.08 | 16.55 | | 2003 | -1.34 | 28.63 | 9.07 | 12.01 | | 2002 | 2.31 | -17.95 | -22.57 | 10.50 | | 2001 | -17.77 | 11.30 | -27.45 | 27.24 | | 2000 | 19.43 | -5.80 | 11.12 | -7.80 | | 1999 | N/A | N/A | N/A | 36.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 330 | 827 | 39.90 | | 1-Month | 784 | 881 | 88.99 | | 3-Month | 676 | 879 | 76.91 | | 6-Month | 715 | 862 | 82.95 | | 1-Year | 239 | 825 | 28.97 | | 3-Year | 566 | 734 | 77.11 | | 5-Year | 517 | 632 | 81.80 |
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0.01% Nasdaq 
Performance
