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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.83% | | 5-Year Average Return: | 2.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.52% | |
Worst 1-Yr Total Return (2008): | -43.81% | |
Best 3-Yr Total Return (2004-6): | 17.12% | |
Worst 3-Yr Total Return (2006-8): | -9.69% |
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| 1-Year: | -13.40% | | 3-Year: | -5.09% | | 5-Year: | 2.43% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SYVAX | Category | Diff | Index* | Diff | | Year To Date | 26.83 | 25.56 | 1.27 | 17.05 | 9.78 | | 1-Month | -1.59 | -4.12 | 2.53 | -1.86 | 0.27 | | 3-Month | 5.21 | 5.04 | 0.17 | 5.48 | -0.27 | | 1-Year | 18.21 | 18.21 | 0 | 9.80 | 8.41 | | 3-Year | -5.39 | -6.38 | 0.99 | -7.02 | 1.63 | | 5-Year | 2.93 | 1.42 | 1.51 | 0.33 | 2.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.94 | 53.89 | -2.95 | 45.76 | 5.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.20 | -16.12 | -9.08 | -18.25 | -6.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SYVAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.81 | -39.18 | -4.63 | | 2007 | | | 12.15 | 4.85 | 7.30 | | 2006 | | | 16.87 | 14.03 | 2.84 | | 2005 | | | 13.12 | 9.25 | 3.87 | | 2004 | | | 21.52 | 16.30 | 5.22 | | 2003 | | | 35.11 | 36.28 | -1.17 | | 2002 | | | -12.62 | -16.55 | 3.93 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SYVAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.42 | 25.77 | 15.68 | N/A | | 2008 | -5.43 | 2.43 | -18.00 | -29.27 | | 2007 | 6.79 | 5.58 | 2.76 | -3.19 | | 2006 | 5.66 | -4.04 | 4.00 | 10.82 | | 2005 | 1.44 | 5.69 | 6.09 | -0.54 | | 2004 | 6.61 | 2.24 | 0.88 | 10.53 | | 2003 | 0.97 | 18.40 | 0.99 | 11.91 | | 2002 | 2.33 | -7.39 | -14.78 | 8.20 | | 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 | 152 | 461 | 32.97 | | 1-Month | 174 | 484 | 35.95 | | 3-Month | 183 | 482 | 37.97 | | 6-Month | 69 | 466 | 14.81 | | 1-Year | 150 | 459 | 32.68 | | 3-Year | 148 | 378 | 39.15 | | 5-Year | 79 | 298 | 26.51 |
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1.00% Nasdaq 
Performance
