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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.43% | | 5-Year Average Return: | 0.88% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.20% | |
Worst 1-Yr Total Return (2008): | -39.48% | |
Best 3-Yr Total Return (2005-7): | 8.24% | |
Worst 3-Yr Total Return (2006-8): | -10.40% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEEKX | Category | Diff | Index* | Diff | | Year To Date | 25.43 | 18.65 | 6.78 | 17.05 | 8.38 | | 1-Month | -2.58 | -2.18 | -0.4 | -1.86 | -0.72 | | 3-Month | 7.80 | 5.08 | 2.72 | 5.48 | 2.32 | | 1-Year | 16.88 | 11.86 | 5.02 | 9.80 | 7.08 | | 3-Year | -6.42 | -6.78 | 0.36 | -7.02 | 0.6 | | 5-Year | 0.88 | 0.49 | 0.39 | 0.33 | 0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.57 | 45.26 | 13.31 | 45.76 | 12.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.40 | -15.99 | 0.59 | -18.25 | 2.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEEKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.48 | -37.79 | -1.69 | | 2007 | | | 4.98 | 6.16 | -1.18 | | 2006 | | | 13.20 | 14.17 | -0.97 | | 2005 | | | 6.70 | 5.88 | 0.82 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEEKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.07 | 20.69 | 19.95 | N/A | | 2008 | -9.35 | -3.90 | -8.42 | -24.14 | | 2007 | 2.29 | 5.89 | 0.81 | -3.86 | | 2006 | 6.60 | -2.83 | 2.39 | 6.74 | | 2005 | -1.91 | 2.38 | 4.21 | 1.96 | | 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 | 241 | 2013 | 11.97 | | 1-Month | 1223 | 2110 | 57.96 | | 3-Month | 167 | 2090 | 7.99 | | 6-Month | 184 | 2049 | 8.98 | | 1-Year | 169 | 1999 | 8.45 | | 3-Year | 495 | 1694 | 29.22 | | 5-Year | 377 | 1352 | 27.88 |
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