|
| Morningstar Return Rating: | Low | | Year to Date Return: | 11.70% | | 5-Year Average Return: | 2.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.90% | |
Worst 1-Yr Total Return (2008): | -9.95% | |
Best 3-Yr Total Return (2005-7): | 3.11% | |
Worst 3-Yr Total Return (2006-8): | -1.33% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECPX | Category | Diff | Index* | Diff | | Year To Date | 11.70 | 9.71 | 1.99 | 7.61 | 4.09 | | 1-Month | -0.24 | 0.67 | -0.91 | 1.29 | -1.53 | | 3-Month | 2.06 | 2.20 | -0.14 | 2.86 | -0.8 | | 1-Year | 11.00 | 11.11 | -0.11 | 11.63 | -0.63 | | 3-Year | 0.87 | 3.58 | -2.71 | 6.40 | -5.53 | | 5-Year | 2.01 | 3.39 | -1.38 | 5.49 | -3.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.53 | 7.66 | 1.87 | 7.06 | 2.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.25 | 4.29 | -4.04 | 7.94 | -7.69 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.95 | -4.23 | -5.72 | | 2007 | | | 1.71 | 4.29 | -2.58 | | 2006 | | | 4.90 | 4.05 | 0.85 | | 2005 | | | 2.75 | 1.45 | 1.30 | | 2004 | | | 1.08 | 1.63 | -0.55 | | 2003 | | | 1.64 | 2.54 | -0.90 | | 2002 | | | 3.49 | 5.47 | -1.98 | | 2001 | | | 6.29 | 7.27 | -0.98 | | 2000 | | | 7.86 | 7.59 | 0.27 | | 1999 | | | 4.25 | 2.21 | 2.04 |
|
| PAST QUARTERLY RETURNS (%) FOR
SECPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.23 | 4.94 | 4.72 | N/A | | 2008 | -0.48 | 0.02 | -2.30 | -7.40 | | 2007 | 1.30 | 1.05 | 0.03 | -0.67 | | 2006 | 0.86 | 1.01 | 1.61 | 1.33 | | 2005 | 0.66 | 0.62 | 0.64 | 0.80 | | 2004 | 0.51 | -0.01 | 0.51 | 0.06 | | 2003 | 0.55 | 0.53 | 0.02 | 0.53 | | 2002 | 0.48 | 1.39 | 0.79 | 0.78 | | 2001 | 2.01 | 1.37 | 2.25 | 0.52 | | 2000 | 0.95 | 2.00 | 2.09 | 2.62 | | 1999 | N/A | N/A | N/A | 1.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 150 | 418 | 35.89 | | 1-Month | 425 | 434 | 97.93 | | 3-Month | 121 | 433 | 27.94 | | 6-Month | 76 | 424 | 17.92 | | 1-Year | 143 | 418 | 34.21 | | 3-Year | 280 | 377 | 74.27 | | 5-Year | 219 | 313 | 69.97 |
|
|
|
|
|
0.11% Nasdaq 0.00%
Performance
