|
| Morningstar Return Rating: | Low | | Year to Date Return: | 30.59% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.02% | |
Worst 1-Yr Total Return (2008): | -50.46% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -5.73% | | 3-Year: | -10.41% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAESX | Category | Diff | Index* | Diff | | Year To Date | 30.59 | 41.20 | -10.61 | 27.36 | 3.23 | | 1-Month | -1.20 | -1.70 | 0.5 | -1.25 | 0.05 | | 3-Month | 7.85 | 8.51 | -0.66 | 8.10 | -0.25 | | 1-Year | 33.36 | 43.02 | -9.66 | 27.71 | 5.65 | | 3-Year | -10.19 | -5.30 | -4.89 | -5.22 | -4.97 | | 5-Year | N/A | 7.38 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.19 | 65.50 | -13.31 | 59.35 | -7.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.93 | -11.49 | -9.44 | -14.95 | -5.98 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAESX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.46 | -49.02 | -1.44 | | 2007 | | | 4.02 | 12.03 | -8.01 | | 2006 | | | N/A | 26.79 | N/A | | 2005 | | | N/A | 24.86 | N/A | | 2004 | | | N/A | 24.38 | N/A | | 2003 | | | N/A | 54.17 | N/A | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SAESX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.46 | 23.54 | 19.48 | N/A | | 2008 | -7.54 | -2.63 | -27.29 | -24.33 | | 2007 | 6.79 | 6.28 | -0.36 | -8.02 | | 2006 | N/A | N/A | -1.16 | 12.04 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 106 | 130 | 81.54 | | 1-Month | 54 | 133 | 40.60 | | 3-Month | 98 | 133 | 73.68 | | 6-Month | 77 | 132 | 58.33 | | 1-Year | 81 | 129 | 62.79 | | 3-Year | 76 | 103 | 73.79 | | 5-Year | | 78 | N/A |
|
|
|
|
|