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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.73% | | 5-Year Average Return: | 3.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.80% | |
Worst 1-Yr Total Return (2008): | -43.53% | |
Best 3-Yr Total Return (2004-6): | 17.40% | |
Worst 3-Yr Total Return (2006-8): | -9.33% |
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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 | SYVIX | Category | Diff | Index* | Diff | | Year To Date | 27.73 | 25.56 | 2.17 | 17.05 | 10.68 | | 1-Month | -1.56 | -4.12 | 2.56 | -1.86 | 0.3 | | 3-Month | 5.40 | 5.04 | 0.36 | 5.48 | -0.08 | | 1-Year | 19.10 | 18.21 | 0.89 | 9.80 | 9.3 | | 3-Year | -4.84 | -6.38 | 1.54 | -7.02 | 2.18 | | 5-Year | 3.38 | 1.42 | 1.96 | 0.33 | 3.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.65 | 53.89 | -2.24 | 45.76 | 5.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.59 | -16.12 | -8.47 | -18.25 | -6.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SYVIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.53 | -39.18 | -4.35 | | 2007 | | | 12.66 | 4.85 | 7.81 | | 2006 | | | 17.15 | 14.03 | 3.12 | | 2005 | | | 13.38 | 9.25 | 4.13 | | 2004 | | | 21.80 | 16.30 | 5.50 | | 2003 | | | 35.53 | 36.28 | -0.75 | | 2002 | | | -12.46 | -16.55 | 4.09 | | 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
SYVIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.27 | 26.18 | 15.91 | N/A | | 2008 | -5.30 | 2.60 | -17.92 | -29.18 | | 2007 | 6.86 | 5.65 | 2.95 | -3.07 | | 2006 | 5.70 | -4.01 | 4.11 | 10.91 | | 2005 | 1.44 | 5.81 | 6.13 | -0.46 | | 2004 | 6.59 | 2.31 | 0.95 | 10.64 | | 2003 | 1.07 | 18.60 | 0.99 | 11.96 | | 2002 | 2.33 | -7.30 | -14.67 | 8.14 | | 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 | 142 | 461 | 30.80 | | 1-Month | 159 | 484 | 32.85 | | 3-Month | 168 | 482 | 34.85 | | 6-Month | 65 | 466 | 13.95 | | 1-Year | 127 | 459 | 27.67 | | 3-Year | 132 | 378 | 34.92 | | 5-Year | 49 | 298 | 16.44 |
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1.23% Nasdaq 
Performance
