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| Morningstar Return Rating: | Average | | Year to Date Return: | 42.56% | | 5-Year Average Return: | 2.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.57% | |
Worst 1-Yr Total Return (2008): | -43.27% | |
Best 3-Yr Total Return (2005-7): | 10.79% | |
Worst 3-Yr Total Return (2006-8): | -11.46% |
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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 | USSCX | Category | Diff | Index* | Diff | | Year To Date | 42.56 | 51.81 | -9.25 | 24.07 | 18.49 | | 1-Month | 6.42 | 5.12 | 1.3 | 6.00 | 0.42 | | 3-Month | 7.84 | 7.87 | -0.03 | 7.91 | -0.07 | | 1-Year | 48.23 | 57.69 | -9.46 | 25.39 | 22.84 | | 3-Year | -3.34 | -1.61 | -1.73 | -5.79 | 2.45 | | 5-Year | 2.67 | 2.56 | 0.11 | 0.71 | 1.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.26 | 59.60 | -5.34 | 45.76 | 8.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.47 | -9.33 | -7.14 | -18.25 | 1.78 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.27 | -45.33 | 2.06 | | 2007 | | | 11.57 | 16.12 | -4.55 | | 2006 | | | 9.66 | 7.08 | 2.58 | | 2005 | | | 11.16 | 5.76 | 5.40 | | 2004 | | | 3.15 | 4.24 | -1.09 | | 2003 | | | 52.99 | 55.77 | -2.78 | | 2002 | | | -38.63 | -42.86 | 4.23 | | 2001 | | | -38.92 | -36.89 | -2.03 | | 2000 | | | -16.66 | -31.36 | 14.70 | | 1999 | | | 47.04 | 129.22 | -82.18 |
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| PAST QUARTERLY RETURNS (%) FOR
USSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.00 | 18.55 | 16.80 | N/A | | 2008 | -14.55 | 5.25 | -14.11 | -26.55 | | 2007 | 0.43 | 9.72 | 5.02 | -3.58 | | 2006 | 6.06 | -7.05 | 5.28 | 5.66 | | 2005 | -9.16 | 6.84 | 8.46 | 5.60 | | 2004 | 0.54 | 1.94 | -11.23 | 13.37 | | 2003 | 0.66 | 21.29 | 9.39 | 14.55 | | 2002 | -4.28 | -27.48 | -22.61 | 14.23 | | 2001 | -32.13 | 7.71 | -37.99 | 34.75 | | 2000 | 14.84 | -2.21 | 1.80 | -27.10 | | 1999 | N/A | N/A | N/A | 28.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 174 | 215 | 80.93 | | 1-Month | 64 | 229 | 27.95 | | 3-Month | 75 | 229 | 32.75 | | 6-Month | 75 | 217 | 34.56 | | 1-Year | 135 | 207 | 65.22 | | 3-Year | 110 | 198 | 55.56 | | 5-Year | 76 | 186 | 40.86 |
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0.51% Nasdaq 
Performance
