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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.06% | | 5-Year Average Return: | 0.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.71% | |
Worst 1-Yr Total Return (2008): | -38.29% | |
Best 3-Yr Total Return (2004-6): | 10.71% | |
Worst 3-Yr Total Return (2006-8): | -8.08% |
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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 | SDEQX | Category | Diff | Index* | Diff | | Year To Date | 24.06 | 25.10 | -1.04 | 24.07 | -0.01 | | 1-Month | 4.86 | 5.28 | -0.42 | 6.00 | -1.14 | | 3-Month | 7.12 | 7.01 | 0.11 | 7.91 | -0.79 | | 1-Year | 25.66 | 28.01 | -2.35 | 25.39 | 0.27 | | 3-Year | -5.51 | -5.87 | 0.36 | -5.79 | 0.28 | | 5-Year | 0.89 | 0.64 | 0.25 | 0.71 | 0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.99 | 46.08 | -0.09 | 45.76 | 0.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.37 | -17.41 | -1.96 | -18.25 | -1.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.29 | -37.79 | -0.50 | | 2007 | | | 8.76 | 6.16 | 2.60 | | 2006 | | | 15.71 | 14.17 | 1.54 | | 2005 | | | 5.64 | 5.88 | -0.24 | | 2004 | | | 11.01 | 10.02 | 0.99 | | 2003 | | | 27.22 | 27.05 | 0.17 | | 2002 | | | -17.52 | -22.25 | 4.73 | | 2001 | | | -8.13 | -13.50 | 5.37 | | 2000 | | | 18.76 | -6.31 | 25.07 | | 1999 | | | -0.18 | 20.16 | -20.34 |
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| PAST QUARTERLY RETURNS (%) FOR
SDEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.62 | 14.25 | 18.23 | N/A | | 2008 | -9.74 | -1.86 | -10.11 | -22.50 | | 2007 | 1.33 | 6.73 | 3.15 | -2.51 | | 2006 | 4.71 | -2.31 | 4.89 | 7.84 | | 2005 | -1.27 | 0.89 | 3.64 | 2.32 | | 2004 | 2.09 | 0.45 | -1.43 | 9.82 | | 2003 | -3.88 | 15.76 | 2.11 | 11.99 | | 2002 | 2.26 | -8.98 | -17.31 | 7.16 | | 2001 | -5.39 | 1.83 | -10.83 | 6.94 | | 2000 | 5.42 | -1.65 | 6.02 | 8.04 | | 1999 | N/A | N/A | N/A | 6.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 949 | 2021 | 46.96 | | 1-Month | 1183 | 2113 | 55.99 | | 3-Month | 1024 | 2091 | 48.97 | | 6-Month | 288 | 2064 | 13.95 | | 1-Year | 768 | 2011 | 38.19 | | 3-Year | 589 | 1707 | 34.50 | | 5-Year | 461 | 1360 | 33.90 |
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0.83% Nasdaq 
Performance
