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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.31% | | 5-Year Average Return: | -2.44% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 15.14% | |
Worst 1-Yr Total Return (2008): | -40.45% | |
Best 3-Yr Total Return (2004-6): | 7.91% | |
Worst 3-Yr Total Return (2006-8): | -12.17% |
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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 | SYCUX | Category | Diff | Index* | Diff | | Year To Date | 28.31 | 21.73 | 6.58 | 24.07 | 4.24 | | 1-Month | 5.50 | 5.16 | 0.34 | 6.00 | -0.5 | | 3-Month | 7.00 | 6.45 | 0.55 | 7.91 | -0.91 | | 1-Year | 30.05 | 24.67 | 5.38 | 25.39 | 4.66 | | 3-Year | -8.90 | -7.33 | -1.57 | -5.79 | -3.11 | | 5-Year | -2.44 | 0.27 | -2.71 | 0.71 | -3.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.54 | 47.53 | 19.01 | 45.76 | 20.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.16 | -16.99 | -2.17 | -18.25 | -0.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SYCUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.45 | -37.09 | -3.36 | | 2007 | | | -1.20 | 1.42 | -2.62 | | 2006 | | | 15.14 | 18.15 | -3.01 | | 2005 | | | -3.05 | 5.95 | -9.00 | | 2004 | | | 12.55 | 12.97 | -0.42 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 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
SYCUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.78 | 26.44 | 20.64 | N/A | | 2008 | -10.67 | -5.97 | -5.16 | -25.25 | | 2007 | -1.09 | 7.35 | 0.00 | -6.95 | | 2006 | 3.85 | -1.47 | 6.04 | 6.11 | | 2005 | -6.83 | 4.24 | 3.81 | -3.84 | | 2004 | 1.45 | 3.83 | -3.78 | 11.05 | | 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 | 193 | 1293 | 14.93 | | 1-Month | 1177 | 1338 | 87.97 | | 3-Month | 411 | 1329 | 30.93 | | 6-Month | 13 | 1320 | 0.98 | | 1-Year | 268 | 1280 | 20.94 | | 3-Year | 612 | 1088 | 56.25 | | 5-Year | 715 | 917 | 77.97 |
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0.20% Nasdaq 
Performance
