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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.61% | | 5-Year Average Return: | -2.44% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.01% | |
Worst 1-Yr Total Return (2008): | -37.57% | |
Best 3-Yr Total Return (2004-6): | 7.67% | |
Worst 3-Yr Total Return (2006-8): | -12.77% |
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| 1-Year: | -9.82% | | 3-Year: | -9.75% | | 5-Year: | -3.01% | | 10-Year: | -3.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECEX | Category | Diff | Index* | Diff | | Year To Date | 20.61 | 18.65 | 1.96 | 17.05 | 3.56 | | 1-Month | -1.73 | -2.18 | 0.45 | -1.86 | 0.13 | | 3-Month | 6.42 | 5.08 | 1.34 | 5.48 | 0.94 | | 1-Year | 11.27 | 11.86 | -0.59 | 9.80 | 1.47 | | 3-Year | -9.53 | -6.78 | -2.75 | -7.02 | -2.51 | | 5-Year | -2.44 | 0.49 | -2.93 | 0.33 | -2.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.68 | 45.26 | 0.42 | 45.76 | -0.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.09 | -15.99 | -2.1 | -18.25 | 0.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.57 | -37.79 | 0.22 | | 2007 | | | -5.10 | 6.16 | -11.26 | | 2006 | | | 12.01 | 14.17 | -2.16 | | 2005 | | | 3.79 | 5.88 | -2.09 | | 2004 | | | 7.38 | 10.02 | -2.64 | | 2003 | | | 20.93 | 27.05 | -6.12 | | 2002 | | | -23.62 | -22.25 | -1.37 | | 2001 | | | -11.85 | -13.50 | 1.65 | | 2000 | | | -12.28 | -6.31 | -5.97 | | 1999 | | | 10.99 | 20.16 | -9.17 |
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| PAST QUARTERLY RETURNS (%) FOR
SECEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.79 | 15.61 | 16.38 | N/A | | 2008 | -6.95 | -2.02 | -12.16 | -22.03 | | 2007 | -1.80 | 5.21 | -0.44 | -7.73 | | 2006 | 3.66 | -2.06 | 2.85 | 7.27 | | 2005 | -3.21 | 0.79 | 2.97 | 3.32 | | 2004 | 1.07 | 1.37 | -2.69 | 7.71 | | 2003 | -2.78 | 12.38 | 1.36 | 9.20 | | 2002 | -0.57 | -14.65 | -15.17 | 6.09 | | 2001 | -12.59 | 6.70 | -14.97 | 11.16 | | 2000 | 1.03 | -2.87 | -2.29 | -8.52 | | 1999 | N/A | N/A | N/A | 11.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 644 | 2013 | 31.99 | | 1-Month | 822 | 2110 | 38.96 | | 3-Month | 668 | 2090 | 31.96 | | 6-Month | 1557 | 2049 | 75.99 | | 1-Year | 733 | 1999 | 36.67 | | 3-Year | 1190 | 1694 | 70.25 | | 5-Year | 1016 | 1352 | 75.15 |
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0.22% Nasdaq 
Performance
