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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.76% | | 5-Year Average Return: | 4.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 6.28% | |
Worst 1-Yr Total Return (2005): | -2.37% | |
Best 3-Yr Total Return (2006-8): | 5.36% | |
Worst 3-Yr Total Return (2004-6): | 2.28% |
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| 1-Year: | 12.55% | | 3-Year: | 6.85% | | 5-Year: | 5.17% | | 10-Year: | 5.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZGCX | Category | Diff | Index* | Diff | | Year To Date | 9.76 | 16.41 | -6.65 | 7.61 | 2.15 | | 1-Month | 2.17 | 2.04 | 0.13 | 1.29 | 0.88 | | 3-Month | 5.24 | 5.59 | -0.35 | 2.86 | 2.38 | | 1-Year | 15.86 | 24.00 | -8.14 | 11.63 | 4.23 | | 3-Year | 6.92 | 6.78 | 0.14 | 6.40 | 0.52 | | 5-Year | 4.82 | 4.92 | -0.1 | 5.49 | -0.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.11 | 18.89 | -3.78 | 7.06 | 8.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.38 | 7.91 | 1.47 | 7.94 | 1.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.28 | -1.57 | 7.85 | | 2007 | | | 5.81 | 7.28 | -1.47 | | 2006 | | | 4.01 | 5.42 | -1.41 | | 2005 | | | -2.37 | -3.33 | 0.96 | | 2004 | | | 5.38 | 8.98 | -3.60 | | 2003 | | | 8.19 | 13.79 | -5.60 | | 2002 | | | 12.43 | 14.10 | -1.67 | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SZGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.10 | 5.12 | 7.29 | N/A | | 2008 | 5.31 | -3.95 | -0.96 | 6.09 | | 2007 | 0.66 | -1.61 | 4.37 | 2.37 | | 2006 | -0.22 | 0.79 | 2.03 | 1.36 | | 2005 | -1.50 | 0.38 | -0.22 | -1.05 | | 2004 | 1.00 | -3.18 | 2.39 | 5.26 | | 2003 | 1.93 | 3.26 | 0.27 | 2.51 | | 2002 | -0.42 | 5.85 | 3.00 | 3.56 | | 2001 | N/A | N/A | 3.26 | 0.30 | | 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 | 239 | 275 | 86.91 | | 1-Month | 120 | 300 | 40.00 | | 3-Month | 229 | 290 | 78.97 | | 6-Month | 191 | 286 | 66.78 | | 1-Year | 200 | 263 | 76.05 | | 3-Year | 81 | 189 | 42.86 | | 5-Year | 69 | 163 | 42.33 |
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0.31% Nasdaq 0.00%
0.04 (0.38%) 
Performance
