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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.94% | | 5-Year Average Return: | -1.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.02% | |
Worst 1-Yr Total Return (2008): | -35.48% | |
Best 3-Yr Total Return (2004-6): | 11.73% | |
Worst 3-Yr Total Return (2006-8): | -8.61% |
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| 1-Year: | -15.45% | | 3-Year: | -10.03% | | 5-Year: | -1.69% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SUVAX | Category | Diff | Index* | Diff | | Year To Date | 17.94 | 21.73 | -3.79 | 24.07 | -6.13 | | 1-Month | 5.75 | 5.16 | 0.59 | 6.00 | -0.25 | | 3-Month | 7.32 | 6.45 | 0.87 | 7.91 | -0.59 | | 1-Year | 20.82 | 24.67 | -3.85 | 25.39 | -4.57 | | 3-Year | -8.75 | -7.33 | -1.42 | -5.79 | -2.96 | | 5-Year | -1.05 | 0.27 | -1.32 | 0.71 | -1.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.85 | 47.53 | 1.32 | 45.76 | 3.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.04 | -16.99 | -2.05 | -18.25 | -0.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.48 | -37.09 | 1.61 | | 2007 | | | -2.25 | 1.42 | -3.67 | | 2006 | | | 21.02 | 18.15 | 2.87 | | 2005 | | | 3.61 | 5.95 | -2.34 | | 2004 | | | 11.25 | 12.97 | -1.72 | | 2003 | | | 35.72 | 28.44 | 7.28 | | 2002 | | | -22.53 | -18.69 | -3.84 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SUVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.09 | 16.69 | 17.37 | N/A | | 2008 | -8.70 | -5.45 | -5.13 | -21.21 | | 2007 | 0.78 | 5.10 | -2.44 | -5.40 | | 2006 | 5.18 | 0.56 | 6.34 | 7.60 | | 2005 | -1.76 | 0.90 | 3.19 | 1.29 | | 2004 | 3.82 | -0.09 | -0.85 | 8.18 | | 2003 | -5.44 | 21.77 | 1.38 | 16.27 | | 2002 | -0.72 | -14.20 | -17.75 | 10.57 | | 2001 | N/A | 2.70 | -13.34 | 9.86 | | 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 | 853 | 1293 | 65.97 | | 1-Month | 682 | 1338 | 50.97 | | 3-Month | 385 | 1329 | 28.97 | | 6-Month | 369 | 1320 | 27.95 | | 1-Year | 746 | 1280 | 58.28 | | 3-Year | 649 | 1088 | 59.65 | | 5-Year | 593 | 917 | 64.67 |
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0.28% Nasdaq 
Performance
