|
| Morningstar Return Rating: | Average | | Year to Date Return: | 16.82% | | 5-Year Average Return: | -0.57% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 36.81% | |
Worst 1-Yr Total Return (2008): | -39.55% | |
Best 3-Yr Total Return (2004-6): | 29.19% | |
Worst 3-Yr Total Return (2006-8): | -12.16% |
|
| 1-Year: | -34.69% | | 3-Year: | -16.40% | | 5-Year: | -0.22% | | 10-Year: | 8.34% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SUSIX | Category | Diff | Index* | Diff | | Year To Date | 16.82 | 22.99 | -6.17 | 24.07 | -7.25 | | 1-Month | 7.82 | 6.66 | 1.16 | 6.00 | 1.82 | | 3-Month | 9.69 | 8.82 | 0.87 | 7.91 | 1.78 | | 1-Year | 37.14 | 42.04 | -4.9 | 25.39 | 11.75 | | 3-Year | -16.95 | -15.72 | -1.23 | -5.79 | -11.16 | | 5-Year | -0.57 | -1.07 | 0.5 | 0.71 | -1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.11 | 78.85 | 3.26 | 45.76 | 36.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.72 | -30.70 | -6.02 | -18.25 | -18.47 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUSIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.55 | -39.55 | 0.00 | | 2007 | | | -17.68 | -14.66 | -3.02 | | 2006 | | | 36.19 | 33.58 | 2.61 | | 2005 | | | 15.73 | 11.51 | 4.22 | | 2004 | | | 36.81 | 32.02 | 4.79 | | 2003 | | | 35.02 | 36.80 | -1.78 | | 2002 | | | -0.43 | 4.54 | -4.97 | | 2001 | | | 7.04 | 10.00 | -2.96 | | 2000 | | | 35.84 | 27.02 | 8.82 | | 1999 | | | 0.58 | -2.76 | 3.34 |
|
| PAST QUARTERLY RETURNS (%) FOR
SUSIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -36.35 | 34.48 | 32.65 | N/A | | 2008 | 4.60 | -6.59 | 1.92 | -39.29 | | 2007 | 1.29 | -8.47 | 1.46 | -12.48 | | 2006 | 16.17 | -0.04 | 7.46 | 9.13 | | 2005 | -6.60 | 13.56 | 3.82 | 5.10 | | 2004 | 11.36 | -2.28 | 7.26 | 17.21 | | 2003 | 1.31 | 11.62 | 9.84 | 8.71 | | 2002 | 7.48 | 1.62 | -9.56 | 0.81 | | 2001 | -3.93 | 9.18 | -1.41 | 3.51 | | 2000 | 4.66 | 12.40 | 9.80 | 5.17 | | 1999 | N/A | N/A | N/A | -1.25 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 210 | 267 | 78.65 | | 1-Month | 81 | 282 | 28.72 | | 3-Month | 35 | 276 | 12.68 | | 6-Month | 91 | 270 | 33.70 | | 1-Year | 185 | 265 | 69.81 | | 3-Year | 150 | 228 | 65.79 | | 5-Year | 91 | 201 | 45.27 |
|
|
|
|
|
0.03% Nasdaq 
Performance
