|
| Morningstar Return Rating: | Low | | Year to Date Return: | 23.44% | | 5-Year Average Return: | -1.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 10.75% | |
Worst 1-Yr Total Return (2008): | -37.86% | |
Best 3-Yr Total Return (2004-6): | 8.84% | |
Worst 3-Yr Total Return (2006-8): | -15.18% |
|
| 1-Year: | -5.15% | | 3-Year: | -9.71% | | 5-Year: | -1.56% | | 10-Year: | -3.91% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEFBX | Category | Diff | Index* | Diff | | Year To Date | 23.44 | 24.15 | -0.71 | 17.05 | 6.39 | | 1-Month | -1.10 | -2.25 | 1.15 | -1.86 | 0.76 | | 3-Month | 6.58 | 4.52 | 2.06 | 5.48 | 1.1 | | 1-Year | 14.91 | 15.35 | -0.44 | 9.80 | 5.11 | | 3-Year | -10.13 | -4.95 | -5.18 | -7.02 | -3.11 | | 5-Year | -1.78 | 0.99 | -2.77 | 0.33 | -2.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.75 | 42.81 | -2.06 | 45.76 | -5.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.72 | -17.14 | -0.58 | -18.25 | 0.53 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.86 | -40.67 | 2.81 | | 2007 | | | -7.10 | 13.35 | -20.45 | | 2006 | | | 5.72 | 7.05 | -1.33 | | 2005 | | | 10.75 | 6.71 | 4.04 | | 2004 | | | 10.13 | 7.81 | 2.32 | | 2003 | | | 16.03 | 28.66 | -12.63 | | 2002 | | | -26.82 | -27.64 | 0.82 | | 2001 | | | -11.56 | -22.30 | 10.74 | | 2000 | | | -18.32 | -13.05 | -5.27 | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SEFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.86 | 14.32 | 15.97 | N/A | | 2008 | -7.16 | 0.52 | -16.78 | -20.00 | | 2007 | -3.27 | 6.12 | -0.50 | -9.05 | | 2006 | 4.85 | -4.53 | 0.54 | 5.04 | | 2005 | -3.46 | 0.99 | 9.31 | 3.92 | | 2004 | 3.95 | 0.38 | -5.42 | 11.60 | | 2003 | -2.90 | 9.59 | 1.00 | 7.95 | | 2002 | -0.89 | -18.15 | -12.40 | 2.99 | | 2001 | -15.02 | 6.74 | -18.95 | 20.30 | | 2000 | -1.53 | -4.51 | -3.69 | -9.80 | | 1999 | N/A | N/A | N/A | 17.78 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 882 | 1802 | 48.95 | | 1-Month | 623 | 1890 | 32.96 | | 3-Month | 546 | 1884 | 28.98 | | 6-Month | 566 | 1827 | 30.98 | | 1-Year | 834 | 1797 | 46.41 | | 3-Year | 1223 | 1518 | 80.57 | | 5-Year | 981 | 1251 | 78.42 |
|
|
|
|
|
0.22% Nasdaq 
0.05 (0.74%) 
Performance
