|
| Morningstar Return Rating: | | | Year to Date Return: | 17.52% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -31.80% | |
Worst 1-Yr Total Return (2008): | -31.80% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -5.41% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECSX | Category | Diff | Index* | Diff | | Year To Date | 17.52 | 25.80 | -8.28 | 17.05 | 0.47 | | 1-Month | -3.02 | -4.37 | 1.35 | -1.86 | -1.16 | | 3-Month | 4.09 | 4.09 | 0 | 5.48 | -1.39 | | 1-Year | 12.81 | 16.23 | -3.42 | 9.80 | 3.01 | | 3-Year | N/A | -5.36 | N/A | -7.02 | N/A | | 5-Year | N/A | 1.68 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.16 | 47.87 | -6.71 | 45.76 | -4.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.91 | -19.87 | 2.96 | -18.25 | 1.34 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.80 | -43.77 | 11.97 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SECSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.26 | 14.94 | 13.69 | N/A | | 2008 | -10.20 | 2.62 | -6.13 | -21.16 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 720 | 848 | 84.91 | | 1-Month | 513 | 901 | 56.94 | | 3-Month | 781 | 898 | 86.97 | | 6-Month | 659 | 868 | 75.92 | | 1-Year | 530 | 847 | 62.57 | | 3-Year | | 749 | N/A | | 5-Year | | 636 | N/A |
|
|
|
|
|