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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.84% | | 5-Year Average Return: | 2.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.80% | |
Worst 1-Yr Total Return (2008): | -38.31% | |
Best 3-Yr Total Return (2004-6): | 13.39% | |
Worst 3-Yr Total Return (2006-8): | -7.98% |
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| 1-Year: | -11.02% | | 3-Year: | -6.49% | | 5-Year: | 1.95% | | 10-Year: | -0.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECIX | Category | Diff | Index* | Diff | | Year To Date | 19.84 | 15.79 | 4.05 | 17.05 | 2.79 | | 1-Month | -3.05 | -2.21 | -0.84 | -1.86 | -1.19 | | 3-Month | 6.34 | 5.62 | 0.72 | 5.48 | 0.86 | | 1-Year | 9.83 | 9.52 | 0.31 | 9.80 | 0.03 | | 3-Year | -6.61 | -8.36 | 1.75 | -7.02 | 0.41 | | 5-Year | 2.17 | 0.18 | 1.99 | 0.33 | 1.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.98 | 46.84 | 8.14 | 45.76 | 9.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.49 | -16.40 | -0.09 | -18.25 | 1.76 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.31 | -37.09 | -1.22 | | 2007 | | | 4.58 | 1.42 | 3.16 | | 2006 | | | 20.80 | 18.15 | 2.65 | | 2005 | | | 9.62 | 5.95 | 3.67 | | 2004 | | | 10.10 | 12.97 | -2.87 | | 2003 | | | 27.26 | 28.44 | -1.18 | | 2002 | | | -24.16 | -18.69 | -5.47 | | 2001 | | | -5.59 | -4.99 | -0.60 | | 2000 | | | -7.24 | 7.87 | -15.11 | | 1999 | | | 2.50 | 6.72 | -4.22 |
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| PAST QUARTERLY RETURNS (%) FOR
SECIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.10 | 19.19 | 17.99 | N/A | | 2008 | -7.45 | -5.45 | -7.69 | -23.63 | | 2007 | 1.08 | 7.97 | 1.10 | -5.22 | | 2006 | 6.53 | 3.81 | 0.39 | 8.80 | | 2005 | -1.11 | 0.16 | 8.31 | 2.18 | | 2004 | 3.14 | -1.18 | -2.39 | 10.68 | | 2003 | -5.09 | 14.92 | 3.65 | 12.57 | | 2002 | -1.17 | -10.87 | -19.05 | 6.35 | | 2001 | -6.78 | 4.06 | -12.68 | 11.47 | | 2000 | -5.95 | -5.40 | 4.73 | -0.45 | | 1999 | N/A | N/A | N/A | -0.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 280 | 1335 | 20.97 | | 1-Month | 965 | 1379 | 69.98 | | 3-Month | 1039 | 1368 | 75.95 | | 6-Month | 1197 | 1346 | 88.93 | | 1-Year | 436 | 1318 | 33.08 | | 3-Year | 245 | 1124 | 21.80 | | 5-Year | 116 | 934 | 12.42 |
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0.18% Nasdaq 0.00%
0.01 (0.16%) 
Performance
