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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.55% | | 5-Year Average Return: | 1.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.75% | |
Worst 1-Yr Total Return (2008): | -20.93% | |
Best 3-Yr Total Return (2004-6): | 7.85% | |
Worst 3-Yr Total Return (2006-8): | -4.09% |
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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 | SVSAX | Category | Diff | Index* | Diff | | Year To Date | 11.55 | 16.51 | -4.96 | N/A | N/A | | 1-Month | 0.62 | -0.33 | 0.95 | N/A | N/A | | 3-Month | 3.81 | 4.50 | -0.69 | N/A | N/A | | 1-Year | 7.44 | 15.92 | -8.48 | N/A | N/A | | 3-Year | -3.12 | 0.19 | -3.31 | N/A | N/A | | 5-Year | 1.18 | 2.75 | -1.57 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.17 | 25.13 | -11.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.04 | -3.25 | -5.79 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.93 | -18.61 | -2.32 | | 2007 | | | 0.75 | 4.53 | -3.78 | | 2006 | | | 10.75 | 8.16 | 2.59 | | 2005 | | | 4.55 | 2.97 | 1.58 | | 2004 | | | 8.35 | 5.46 | 2.89 | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SVSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.56 | 6.77 | 5.48 | N/A | | 2008 | -5.25 | 0.29 | -4.25 | -13.10 | | 2007 | 2.35 | 1.54 | -0.73 | -2.35 | | 2006 | 3.16 | 0.36 | 3.03 | 3.83 | | 2005 | -0.79 | 2.64 | 1.76 | 0.90 | | 2004 | 2.65 | -1.15 | 2.40 | 4.27 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 573 | 637 | 89.95 | | 1-Month | 276 | 644 | 42.86 | | 3-Month | 605 | 644 | 93.94 | | 6-Month | 548 | 638 | 85.89 | | 1-Year | 435 | 633 | 68.72 | | 3-Year | 355 | 506 | 70.16 | | 5-Year | 226 | 343 | 65.89 |
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0.21% Nasdaq 
Performance
