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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.43% | | 5-Year Average Return: | 2.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.78% | |
Worst 1-Yr Total Return (2008): | -24.67% | |
Best 3-Yr Total Return (2005-7): | 7.40% | |
Worst 3-Yr Total Return (2006-8): | -3.69% |
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| 1-Year: | -4.55% | | 3-Year: | -1.83% | | 5-Year: | 2.11% | | 10-Year: | 2.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEBBX | Category | Diff | Index* | Diff | | Year To Date | 14.43 | 18.16 | -3.73 | N/A | N/A | | 1-Month | -1.00 | -1.24 | 0.24 | N/A | N/A | | 3-Month | 3.93 | 4.71 | -0.78 | N/A | N/A | | 1-Year | 10.29 | 15.73 | -5.44 | N/A | N/A | | 3-Year | -1.92 | -2.66 | 0.74 | N/A | N/A | | 5-Year | 2.29 | 2.10 | 0.19 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.30 | 33.32 | -4.02 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.93 | -8.51 | -1.42 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.67 | -28.00 | 3.33 | | 2007 | | | 7.06 | 5.99 | 1.07 | | 2006 | | | 10.78 | 11.29 | -0.51 | | 2005 | | | 4.46 | 5.13 | -0.67 | | 2004 | | | 6.78 | 8.86 | -2.08 | | 2003 | | | 21.07 | 20.35 | 0.72 | | 2002 | | | -10.44 | -12.02 | 1.58 | | 2001 | | | -3.56 | -5.05 | 1.49 | | 2000 | | | 7.76 | 1.82 | 5.94 | | 1999 | | | -0.31 | 10.71 | -11.02 |
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| PAST QUARTERLY RETURNS (%) FOR
SEBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.87 | 11.59 | 10.04 | N/A | | 2008 | -5.10 | -1.03 | -6.73 | -14.01 | | 2007 | 0.80 | 4.24 | 3.80 | -1.84 | | 2006 | 2.76 | -0.98 | 4.40 | 4.29 | | 2005 | -0.35 | 0.75 | 2.08 | 1.92 | | 2004 | 0.63 | 1.16 | 0.29 | 4.59 | | 2003 | -4.25 | 12.10 | 3.43 | 9.07 | | 2002 | 1.60 | -7.43 | -9.66 | 5.41 | | 2001 | -3.17 | 1.36 | -6.42 | 5.00 | | 2000 | 1.71 | -0.20 | 3.37 | 2.69 | | 1999 | N/A | N/A | N/A | 3.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 920 | 1211 | 75.97 | | 1-Month | 239 | 1258 | 19.00 | | 3-Month | 665 | 1256 | 52.95 | | 6-Month | 1085 | 1220 | 88.93 | | 1-Year | 788 | 1204 | 65.45 | | 3-Year | 269 | 950 | 28.32 | | 5-Year | 262 | 796 | 32.91 |
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