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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.19% | | 5-Year Average Return: | 2.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.62% | |
Worst 1-Yr Total Return (2008): | -44.22% | |
Best 3-Yr Total Return (2004-6): | 16.24% | |
Worst 3-Yr Total Return (2006-8): | -10.34% |
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| 1-Year: | -10.32% | | 3-Year: | -4.10% | | 5-Year: | 2.74% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SYVCX | Category | Diff | Index* | Diff | | Year To Date | 26.19 | 25.56 | 0.63 | 17.05 | 9.14 | | 1-Month | -1.67 | -4.12 | 2.45 | -1.86 | 0.19 | | 3-Month | 5.05 | 5.04 | 0.01 | 5.48 | -0.43 | | 1-Year | 17.39 | 18.21 | -0.82 | 9.80 | 7.59 | | 3-Year | -6.05 | -6.38 | 0.33 | -7.02 | 0.97 | | 5-Year | 2.18 | 1.42 | 0.76 | 0.33 | 1.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.35 | 53.89 | -3.54 | 45.76 | 4.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.61 | -16.12 | -9.49 | -18.25 | -7.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SYVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.22 | -39.18 | -5.04 | | 2007 | | | 11.35 | 4.85 | 6.50 | | 2006 | | | 16.04 | 14.03 | 2.01 | | 2005 | | | 12.23 | 9.25 | 2.98 | | 2004 | | | 20.62 | 16.30 | 4.32 | | 2003 | | | 34.28 | 36.28 | -2.00 | | 2002 | | | -13.27 | -16.55 | 3.28 | | 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
SYVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.55 | 25.57 | 15.54 | N/A | | 2008 | -5.64 | 2.25 | -18.10 | -29.41 | | 2007 | 6.54 | 5.41 | 2.56 | -3.33 | | 2006 | 5.51 | -4.27 | 3.82 | 10.66 | | 2005 | 1.18 | 5.56 | 5.86 | -0.74 | | 2004 | 6.42 | 2.04 | 0.74 | 10.26 | | 2003 | 0.86 | 18.27 | 0.72 | 11.76 | | 2002 | 2.06 | -7.51 | -14.95 | 8.03 | | 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 | 156 | 461 | 33.84 | | 1-Month | 183 | 484 | 37.81 | | 3-Month | 197 | 482 | 40.87 | | 6-Month | 69 | 466 | 14.81 | | 1-Year | 167 | 459 | 36.38 | | 3-Year | 178 | 378 | 47.09 | | 5-Year | 122 | 298 | 40.94 |
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1.23% Nasdaq 
Performance
