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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.53% | | 5-Year Average Return: | -2.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.35% | |
Worst 1-Yr Total Return (2008): | -43.40% | |
Best 3-Yr Total Return (2004-6): | 10.33% | |
Worst 3-Yr Total Return (2006-8): | -12.93% |
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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 | SUKIX | Category | Diff | Index* | Diff | | Year To Date | 17.53 | 18.65 | -1.12 | 17.05 | 0.48 | | 1-Month | -2.36 | -2.18 | -0.18 | -1.86 | -0.5 | | 3-Month | 4.46 | 5.08 | -0.62 | 5.48 | -1.02 | | 1-Year | 6.58 | 11.86 | -5.28 | 9.80 | -3.22 | | 3-Year | -11.01 | -6.78 | -4.23 | -7.02 | -3.99 | | 5-Year | -2.20 | 0.49 | -2.69 | 0.33 | -2.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.15 | 45.26 | 0.89 | 45.76 | 0.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.96 | -15.99 | -7.97 | -18.25 | -5.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.40 | -37.79 | -5.61 | | 2007 | | | 2.87 | 6.16 | -3.29 | | 2006 | | | 13.35 | 14.17 | -0.82 | | 2005 | | | 6.53 | 5.88 | 0.65 | | 2004 | | | 11.20 | 10.02 | 1.18 | | 2003 | | | 28.43 | 27.05 | 1.38 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SUKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.99 | 17.65 | 14.95 | N/A | | 2008 | -11.60 | -1.38 | -11.75 | -26.43 | | 2007 | 2.13 | 5.50 | -0.27 | -4.27 | | 2006 | 5.67 | -2.65 | 3.17 | 6.80 | | 2005 | -2.77 | 2.53 | 4.83 | 1.94 | | 2004 | 2.70 | 0.54 | -1.54 | 9.39 | | 2003 | -3.46 | 15.66 | 3.10 | 11.57 | | 2002 | N/A | N/A | N/A | 6.99 | | 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 | 986 | 2013 | 48.98 | | 1-Month | 1076 | 2110 | 51.00 | | 3-Month | 1483 | 2090 | 70.96 | | 6-Month | 1147 | 2049 | 55.98 | | 1-Year | 1226 | 1999 | 61.33 | | 3-Year | 1270 | 1694 | 74.97 | | 5-Year | 1011 | 1352 | 74.78 |
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0.15% Nasdaq 
0.50%
Performance
