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| Morningstar Return Rating: | Low | | Year to Date Return: | 0.67% | | 5-Year Average Return: | -6.48% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 20.01% | |
Worst 1-Yr Total Return (2008): | -37.72% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -15.76% |
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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 | SVSCX | Category | Diff | Index* | Diff | | Year To Date | 0.67 | 19.13 | -18.46 | 17.05 | -16.38 | | 1-Month | -7.60 | -5.65 | -1.95 | -1.86 | -5.74 | | 3-Month | 0.27 | 2.75 | -2.48 | 5.48 | -5.21 | | 1-Year | -5.97 | 11.45 | -17.42 | 9.80 | -15.77 | | 3-Year | -17.70 | -8.46 | -9.24 | -7.02 | -10.68 | | 5-Year | -6.48 | 0.52 | -7 | 0.33 | -6.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.20 | 57.02 | -11.82 | 45.76 | -0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.85 | -18.27 | -12.58 | -18.25 | -12.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.72 | -36.56 | -1.16 | | 2007 | | | -13.42 | -1.10 | -12.32 | | 2006 | | | 10.86 | 15.03 | -4.17 | | 2005 | | | 5.68 | 6.75 | -1.07 | | 2004 | | | 20.01 | 18.94 | 1.07 | | 2003 | | | 42.88 | 43.41 | -0.53 | | 2002 | | | -15.02 | -16.22 | 1.20 | | 2001 | | | -0.92 | 8.92 | -9.84 | | 2000 | | | 4.50 | 11.89 | -7.39 | | 1999 | | | 3.58 | 19.95 | -16.37 |
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| PAST QUARTERLY RETURNS (%) FOR
SVSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -21.13 | 16.55 | 18.52 | N/A | | 2008 | -13.12 | 2.46 | -5.37 | -26.07 | | 2007 | 2.64 | 3.71 | -6.58 | -12.94 | | 2006 | 11.48 | -5.58 | -1.80 | 7.25 | | 2005 | -2.92 | 2.01 | 4.70 | 1.92 | | 2004 | 5.37 | 1.89 | -2.56 | 14.72 | | 2003 | -3.69 | 19.49 | 6.95 | 16.09 | | 2002 | 6.79 | -6.81 | -16.30 | 2.02 | | 2001 | -10.58 | 12.20 | -16.76 | 18.64 | | 2000 | 3.68 | 3.26 | 2.46 | -4.75 | | 1999 | N/A | N/A | N/A | 14.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 641 | 97.97 | | 1-Month | 615 | 662 | 92.90 | | 3-Month | 580 | 652 | 88.96 | | 6-Month | 562 | 647 | 86.86 | | 1-Year | 520 | 630 | 82.54 | | 3-Year | 453 | 553 | 81.92 | | 5-Year | 379 | 452 | 83.85 |
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0.22% Nasdaq 
0.21 (1.32%) 
Performance
