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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.82% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 0.03% | |
Worst 1-Yr Total Return (2008): | -27.13% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SVTAX | Category | Diff | Index* | Diff | | Year To Date | 1.82 | 31.75 | -29.93 | 29.91 | -28.09 | | 1-Month | 2.76 | 4.47 | -1.71 | 2.00 | 0.76 | | 3-Month | 1.16 | 7.37 | -6.21 | 4.58 | -3.42 | | 1-Year | 2.89 | 38.36 | -35.47 | 37.72 | -34.83 | | 3-Year | -8.39 | -4.57 | -3.82 | -5.52 | -2.87 | | 5-Year | N/A | 3.09 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.72 | 51.30 | -34.58 | 59.35 | -42.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.80 | -13.15 | -7.65 | -14.95 | -5.85 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.13 | -41.91 | 14.78 | | 2007 | | | 0.03 | 11.28 | -11.25 | | 2006 | | | N/A | 19.72 | N/A | | 2005 | | | N/A | 11.61 | N/A | | 2004 | | | N/A | 15.27 | N/A | | 2003 | | | N/A | 34.49 | N/A | | 2002 | | | N/A | -19.36 | N/A | | 2001 | | | N/A | -17.51 | N/A | | 2000 | | | N/A | -9.14 | N/A | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SVTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.33 | 6.75 | 7.57 | N/A | | 2008 | -10.15 | 0.74 | -5.03 | -15.23 | | 2007 | 2.17 | 2.97 | -2.01 | -2.97 | | 2006 | N/A | N/A | N/A | 6.58 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 743 | 751 | 98.93 | | 1-Month | 58 | 830 | 6.99 | | 3-Month | 688 | 820 | 83.90 | | 6-Month | 760 | 776 | 97.94 | | 1-Year | 613 | 729 | 84.09 | | 3-Year | 369 | 528 | 69.89 | | 5-Year | | 430 | N/A |
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0.51% Nasdaq 
Performance
