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| Morningstar Return Rating: | Average | | Year to Date Return: | 35.47% | | 5-Year Average Return: | 0.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.33% | |
Worst 1-Yr Total Return (2008): | -48.11% | |
Best 3-Yr Total Return (2005-7): | 11.40% | |
Worst 3-Yr Total Return (2006-8): | -13.84% |
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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 | SCLIX | Category | Diff | Index* | Diff | | Year To Date | 35.47 | 25.80 | 9.67 | 17.05 | 18.42 | | 1-Month | -6.08 | -4.37 | -1.71 | -1.86 | -4.22 | | 3-Month | 3.52 | 4.09 | -0.57 | 5.48 | -1.96 | | 1-Year | 24.62 | 16.23 | 8.39 | 9.80 | 14.82 | | 3-Year | -5.44 | -5.36 | -0.08 | -7.02 | 1.58 | | 5-Year | 0.94 | 1.68 | -0.74 | 0.33 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.89 | 47.87 | 12.02 | 45.76 | 14.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.00 | -19.87 | -0.13 | -18.25 | -1.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SCLIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.11 | -43.77 | -4.34 | | 2007 | | | 16.33 | 15.09 | 1.24 | | 2006 | | | 5.98 | 9.00 | -3.02 | | 2005 | | | 12.13 | 9.84 | 2.29 | | 2004 | | | 8.63 | 13.23 | -4.60 | | 2003 | | | 35.46 | 35.96 | -0.50 | | 2002 | | | -33.01 | -27.24 | -5.77 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SCLIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.72 | 20.29 | 20.78 | N/A | | 2008 | -12.88 | 14.05 | -26.75 | -28.72 | | 2007 | 6.30 | 8.50 | 7.34 | -6.03 | | 2006 | 6.58 | -7.21 | 1.63 | 5.45 | | 2005 | -0.21 | 3.05 | 6.72 | 2.16 | | 2004 | 6.00 | 0.69 | -7.72 | 10.30 | | 2003 | -3.72 | 14.20 | 7.32 | 14.80 | | 2002 | -5.34 | -18.00 | -20.05 | 7.95 | | 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 | 118 | 848 | 13.92 | | 1-Month | 828 | 901 | 91.90 | | 3-Month | 727 | 898 | 80.96 | | 6-Month | 173 | 868 | 19.93 | | 1-Year | 139 | 847 | 16.41 | | 3-Year | 333 | 749 | 44.46 | | 5-Year | 329 | 636 | 51.73 |
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