|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.36% | | 5-Year Average Return: | 1.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.00% | |
Worst 1-Yr Total Return (2008): | -38.14% | |
Best 3-Yr Total Return (2004-6): | 12.56% | |
Worst 3-Yr Total Return (2006-8): | -8.19% |
|
| 1-Year: | -10.50% | | 3-Year: | -5.75% | | 5-Year: | 2.31% | | 10-Year: | -0.91% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECBX | Category | Diff | Index* | Diff | | Year To Date | 19.36 | 15.79 | 3.57 | 17.05 | 2.31 | | 1-Month | -2.94 | -2.21 | -0.73 | -1.86 | -1.08 | | 3-Month | 6.45 | 5.62 | 0.83 | 5.48 | 0.97 | | 1-Year | 9.42 | 9.52 | -0.1 | 9.80 | -0.38 | | 3-Year | -6.82 | -8.36 | 1.54 | -7.02 | 0.2 | | 5-Year | 1.73 | 0.18 | 1.55 | 0.33 | 1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.38 | 46.84 | 8.54 | 45.76 | 9.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.82 | -16.40 | -0.42 | -18.25 | 1.43 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.14 | -37.09 | -1.05 | | 2007 | | | 4.23 | 1.42 | 2.81 | | 2006 | | | 20.00 | 18.15 | 1.85 | | 2005 | | | 8.70 | 5.95 | 2.75 | | 2004 | | | 9.32 | 12.97 | -3.65 | | 2003 | | | 26.33 | 28.44 | -2.11 | | 2002 | | | -24.96 | -18.69 | -6.27 | | 2001 | | | -6.63 | -4.99 | -1.64 | | 2000 | | | -8.04 | 7.87 | -15.91 | | 1999 | | | 1.50 | 6.72 | -5.22 |
|
| PAST QUARTERLY RETURNS (%) FOR
SECBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.55 | 19.22 | 17.96 | N/A | | 2008 | -7.46 | -5.42 | -7.64 | -23.49 | | 2007 | 0.90 | 7.88 | 1.06 | -5.24 | | 2006 | 6.46 | 3.61 | 0.14 | 8.64 | | 2005 | -1.34 | 0.00 | 8.14 | 1.88 | | 2004 | 3.11 | -1.42 | -2.52 | 10.33 | | 2003 | -5.08 | 14.60 | 3.40 | 12.32 | | 2002 | -1.56 | -10.92 | -19.37 | 6.13 | | 2001 | -7.28 | 4.01 | -13.09 | 11.39 | | 2000 | -6.25 | -5.56 | 4.37 | -0.48 | | 1999 | N/A | N/A | N/A | -0.84 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 333 | 1335 | 24.94 | | 1-Month | 1006 | 1379 | 72.95 | | 3-Month | 1026 | 1368 | 75.00 | | 6-Month | 1171 | 1346 | 87.00 | | 1-Year | 472 | 1318 | 35.81 | | 3-Year | 267 | 1124 | 23.75 | | 5-Year | 173 | 934 | 18.52 |
|
|
|
|
|
1.23% Nasdaq 
Performance
