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| Morningstar Return Rating: | Low | | Year to Date Return: | 22.41% | | 5-Year Average Return: | -6.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 14.97% | |
Worst 1-Yr Total Return (2008): | -53.63% | |
Best 3-Yr Total Return (2004-6): | 11.34% | |
Worst 3-Yr Total Return (2006-8): | -20.17% |
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| 1-Year: | -6.89% | | 3-Year: | -14.81% | | 5-Year: | -5.10% | | 10-Year: | -4.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEGCX | Category | Diff | Index* | Diff | | Year To Date | 22.41 | 25.80 | -3.39 | 17.05 | 5.36 | | 1-Month | -1.78 | -4.37 | 2.59 | -1.86 | 0.08 | | 3-Month | 7.11 | 4.09 | 3.02 | 5.48 | 1.63 | | 1-Year | 10.20 | 16.23 | -6.03 | 9.80 | 0.4 | | 3-Year | -16.45 | -5.36 | -11.09 | -7.02 | -9.43 | | 5-Year | -6.05 | 1.68 | -7.73 | 0.33 | -6.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.94 | 47.87 | -4.93 | 45.76 | -2.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.06 | -19.87 | -8.19 | -18.25 | -9.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.63 | -43.77 | -9.86 | | 2007 | | | -2.12 | 15.09 | -17.21 | | 2006 | | | 12.09 | 9.00 | 3.09 | | 2005 | | | 7.11 | 9.84 | -2.73 | | 2004 | | | 14.97 | 13.23 | 1.74 | | 2003 | | | 27.18 | 35.96 | -8.78 | | 2002 | | | -25.07 | -27.24 | 2.17 | | 2001 | | | -32.41 | -19.98 | -12.43 | | 2000 | | | -19.16 | -4.78 | -14.38 | | 1999 | | | 83.45 | 60.49 | 22.96 |
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| PAST QUARTERLY RETURNS (%) FOR
SEGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.65 | 16.09 | 15.00 | N/A | | 2008 | -13.76 | -0.33 | -28.50 | -24.54 | | 2007 | 4.81 | 7.31 | -3.98 | -9.37 | | 2006 | 7.64 | -6.34 | 1.74 | 9.29 | | 2005 | -0.27 | 3.43 | 3.71 | 0.13 | | 2004 | 1.77 | 2.58 | -2.81 | 13.31 | | 2003 | -2.75 | 16.15 | 4.43 | 7.82 | | 2002 | -2.06 | -11.86 | -14.05 | 0.99 | | 2001 | -22.71 | 5.98 | -27.43 | 13.71 | | 2000 | 7.28 | -0.16 | 0.05 | -24.57 | | 1999 | N/A | N/A | N/A | 60.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 661 | 848 | 77.95 | | 1-Month | 603 | 901 | 66.93 | | 3-Month | 422 | 898 | 46.99 | | 6-Month | 347 | 868 | 39.98 | | 1-Year | 587 | 847 | 69.30 | | 3-Year | 627 | 749 | 83.71 | | 5-Year | 533 | 636 | 83.81 |
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1.23% Nasdaq 0.00%
Performance
