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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.16% | | 5-Year Average Return: | -2.38% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 9.59% | |
Worst 1-Yr Total Return (2008): | -40.51% | |
Best 3-Yr Total Return (2004-6): | 7.05% | |
Worst 3-Yr Total Return (2006-8): | -17.55% |
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| 1-Year: | -3.57% | | 3-Year: | -10.11% | | 5-Year: | -1.89% | | 10-Year: | 2.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SECUX | Category | Diff | Index* | Diff | | Year To Date | 31.16 | 25.80 | 5.36 | 17.05 | 14.11 | | 1-Month | -4.74 | -4.37 | -0.37 | -1.86 | -2.88 | | 3-Month | 2.98 | 4.09 | -1.11 | 5.48 | -2.5 | | 1-Year | 22.26 | 16.23 | 6.03 | 9.80 | 12.46 | | 3-Year | -10.77 | -5.36 | -5.41 | -7.02 | -3.75 | | 5-Year | -2.38 | 1.68 | -4.06 | 0.33 | -2.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.52 | 47.87 | 5.65 | 45.76 | 7.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.49 | -19.87 | 1.38 | -18.25 | -0.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SECUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.51 | -43.77 | 3.26 | | 2007 | | | -9.88 | 15.09 | -24.97 | | 2006 | | | 4.57 | 9.00 | -4.43 | | 2005 | | | 7.04 | 9.84 | -2.80 | | 2004 | | | 9.59 | 13.23 | -3.64 | | 2003 | | | 56.00 | 35.96 | 20.04 | | 2002 | | | -27.60 | -27.24 | -0.36 | | 2001 | | | -14.61 | -19.98 | 5.37 | | 2000 | | | 15.83 | -4.78 | 20.61 | | 1999 | | | 59.73 | 60.49 | -0.76 |
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| PAST QUARTERLY RETURNS (%) FOR
SECUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.84 | 19.75 | 15.96 | N/A | | 2008 | -8.92 | 8.03 | -18.64 | -25.69 | | 2007 | -0.44 | 0.53 | -2.29 | -7.86 | | 2006 | 12.41 | -9.41 | -1.64 | 4.39 | | 2005 | -7.42 | 4.63 | 7.66 | 2.64 | | 2004 | 5.62 | -0.24 | -10.91 | 16.75 | | 2003 | -1.16 | 28.83 | 9.27 | 12.11 | | 2002 | 2.51 | -17.77 | -22.49 | 10.81 | | 2001 | -17.44 | 11.47 | -27.27 | 27.58 | | 2000 | 19.64 | -5.45 | 11.45 | -8.13 | | 1999 | N/A | N/A | N/A | 37.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 228 | 848 | 26.89 | | 1-Month | 432 | 901 | 47.95 | | 3-Month | 556 | 898 | 61.92 | | 6-Month | 564 | 868 | 64.98 | | 1-Year | 212 | 847 | 25.03 | | 3-Year | 548 | 749 | 73.16 | | 5-Year | 496 | 636 | 77.99 |
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0.29% Nasdaq 
Performance
