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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.31% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.59% | |
Worst 1-Yr Total Return (2008): | -38.20% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -5.15% | | 3-Year: | -3.95% | | 5-Year: | 0.15% | | 10-Year: | -1.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECGX | Category | Diff | Index* | Diff | | Year To Date | 26.31 | 31.20 | -4.89 | 24.07 | 2.24 | | 1-Month | 6.77 | 5.67 | 1.1 | 6.00 | 0.77 | | 3-Month | 10.23 | 8.18 | 2.05 | 7.91 | 2.32 | | 1-Year | 29.47 | 34.04 | -4.57 | 25.39 | 4.08 | | 3-Year | -3.87 | -3.89 | 0.02 | -5.79 | 1.92 | | 5-Year | 0.35 | 1.25 | -0.9 | 0.71 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.97 | 43.84 | -5.87 | 45.76 | -7.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.71 | -18.03 | -2.68 | -18.25 | -2.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.20 | -40.67 | 2.47 | | 2007 | | | 13.59 | 13.35 | 0.24 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SECGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.24 | 12.59 | 13.18 | N/A | | 2008 | -7.76 | 1.53 | -17.70 | -19.81 | | 2007 | 1.97 | 5.52 | 7.36 | -1.67 | | 2006 | N/A | -2.70 | -0.59 | 5.64 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1454 | 1818 | 79.98 | | 1-Month | 1677 | 1906 | 87.99 | | 3-Month | 742 | 1904 | 38.97 | | 6-Month | 1044 | 1866 | 55.95 | | 1-Year | 1190 | 1815 | 65.56 | | 3-Year | 766 | 1537 | 49.84 | | 5-Year | | 1273 | N/A |
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