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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.87% | | 5-Year Average Return: | 0.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.60% | |
Worst 1-Yr Total Return (2008): | -37.03% | |
Best 3-Yr Total Return (2004-6): | 10.26% | |
Worst 3-Yr Total Return (2006-8): | -8.45% |
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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 | SVSPX | Category | Diff | Index* | Diff | | Year To Date | 16.87 | 18.65 | -1.78 | 17.05 | -0.18 | | 1-Month | -1.84 | -2.18 | 0.34 | -1.86 | 0.02 | | 3-Month | 5.43 | 5.08 | 0.35 | 5.48 | -0.05 | | 1-Year | 9.64 | 11.86 | -2.22 | 9.80 | -0.16 | | 3-Year | -7.13 | -6.78 | -0.35 | -7.02 | -0.11 | | 5-Year | 0.20 | 0.49 | -0.29 | 0.33 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.48 | 45.26 | 0.22 | 45.76 | -0.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.29 | -15.99 | -2.3 | -18.25 | -0.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.03 | -37.79 | 0.76 | | 2007 | | | 5.41 | 6.16 | -0.75 | | 2006 | | | 15.60 | 14.17 | 1.43 | | 2005 | | | 4.71 | 5.88 | -1.17 | | 2004 | | | 10.74 | 10.02 | 0.72 | | 2003 | | | 28.59 | 27.05 | 1.54 | | 2002 | | | -22.34 | -22.25 | -0.09 | | 2001 | | | -12.08 | -13.50 | 1.42 | | 2000 | | | -9.22 | -6.31 | -2.91 | | 1999 | | | 20.89 | 20.16 | 0.73 |
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| PAST QUARTERLY RETURNS (%) FOR
SVSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.02 | 15.84 | 15.51 | N/A | | 2008 | -9.57 | -2.72 | -8.36 | -21.89 | | 2007 | 0.60 | 6.27 | 2.03 | -3.37 | | 2006 | 4.19 | -1.50 | 5.61 | 6.66 | | 2005 | -2.19 | 1.31 | 3.58 | 2.03 | | 2004 | 1.66 | 1.71 | -1.94 | 9.22 | | 2003 | -3.07 | 15.27 | 2.63 | 12.12 | | 2002 | 0.26 | -13.46 | -17.35 | 8.30 | | 2001 | -11.94 | 5.79 | -14.67 | 10.60 | | 2000 | 2.23 | -2.72 | -0.95 | -7.84 | | 1999 | N/A | N/A | N/A | 14.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1147 | 2013 | 56.98 | | 1-Month | 527 | 2110 | 24.98 | | 3-Month | 668 | 2090 | 31.96 | | 6-Month | 901 | 2049 | 43.97 | | 1-Year | 935 | 1999 | 46.77 | | 3-Year | 713 | 1694 | 42.09 | | 5-Year | 561 | 1352 | 41.49 |
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0.22% Nasdaq 
Performance
