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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.87% | | 5-Year Average Return: | 0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.53% | |
Worst 1-Yr Total Return (2008): | -37.13% | |
Best 3-Yr Total Return (2004-6): | 10.18% | |
Worst 3-Yr Total Return (2006-8): | -8.54% |
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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 | USSPX | Category | Diff | Index* | Diff | | Year To Date | 16.87 | 18.65 | -1.78 | 17.05 | -0.18 | | 1-Month | -1.89 | -2.18 | 0.29 | -1.86 | -0.03 | | 3-Month | 5.39 | 5.08 | 0.31 | 5.48 | -0.09 | | 1-Year | 9.57 | 11.86 | -2.29 | 9.80 | -0.23 | | 3-Year | -7.20 | -6.78 | -0.42 | -7.02 | -0.18 | | 5-Year | 0.14 | 0.49 | -0.35 | 0.33 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.65 | 45.26 | 0.39 | 45.76 | -0.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.42 | -15.99 | -2.43 | -18.25 | -0.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USSPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.13 | -37.79 | 0.66 | | 2007 | | | 5.32 | 6.16 | -0.84 | | 2006 | | | 15.53 | 14.17 | 1.36 | | 2005 | | | 4.77 | 5.88 | -1.11 | | 2004 | | | 10.51 | 10.02 | 0.49 | | 2003 | | | 28.05 | 27.05 | 1.00 | | 2002 | | | -22.19 | -22.25 | 0.06 | | 2001 | | | -12.09 | -13.50 | 1.41 | | 2000 | | | -9.27 | -6.31 | -2.96 | | 1999 | | | 20.67 | 20.16 | 0.51 |
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| PAST QUARTERLY RETURNS (%) FOR
USSPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 15.91 | 15.53 | N/A | | 2008 | -9.50 | -2.75 | -8.44 | -21.99 | | 2007 | 0.62 | 6.25 | 1.99 | -3.41 | | 2006 | 4.16 | -1.49 | 5.59 | 6.64 | | 2005 | -2.16 | 1.32 | 3.56 | 2.06 | | 2004 | 1.61 | 1.62 | -1.96 | 9.17 | | 2003 | -3.33 | 15.26 | 2.53 | 12.09 | | 2002 | 0.23 | -13.46 | -17.29 | 8.45 | | 2001 | -11.91 | 5.72 | -14.66 | 10.61 | | 2000 | 2.23 | -2.74 | -0.97 | -7.85 | | 1999 | N/A | N/A | N/A | 14.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1127 | 2013 | 55.99 | | 1-Month | 633 | 2110 | 30.00 | | 3-Month | 689 | 2090 | 32.97 | | 6-Month | 901 | 2049 | 43.97 | | 1-Year | 957 | 1999 | 47.87 | | 3-Year | 735 | 1694 | 43.39 | | 5-Year | 586 | 1352 | 43.34 |
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1.00% Nasdaq 
Performance
