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| Morningstar Return Rating: | High | | Year to Date Return: | 6.42% | | 5-Year Average Return: | 5.69% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.45% | |
Worst 1-Yr Total Return (2005): | 2.93% | |
Best 3-Yr Total Return (2006-8): | 6.29% | |
Worst 3-Yr Total Return (2004-6): | 3.55% |
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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 | SEGMX | Category | Diff | Index* | Diff | | Year To Date | 6.42 | 5.18 | 1.24 | 6.24 | 0.18 | | 1-Month | 0.81 | 0.57 | 0.24 | 0.49 | 0.32 | | 3-Month | 2.44 | 2.42 | 0.02 | 2.60 | -0.16 | | 1-Year | 13.36 | 10.54 | 2.82 | 13.79 | -0.43 | | 3-Year | 7.38 | 5.52 | 1.86 | 6.35 | 1.03 | | 5-Year | 5.69 | 4.28 | 1.41 | 5.05 | 0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.26 | 4.85 | 0.41 | 7.06 | -1.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.85 | 7.28 | 2.57 | 7.94 | 1.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEGMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.45 | 4.76 | 3.69 | | 2007 | | | 6.38 | 6.09 | 0.29 | | 2006 | | | 4.09 | 3.47 | 0.62 | | 2005 | | | 2.93 | 1.91 | 1.02 | | 2004 | | | 3.63 | 3.01 | 0.62 | | 2003 | | | 1.95 | 1.90 | 0.05 | | 2002 | | | 8.46 | 9.23 | -0.77 | | 2001 | | | 7.61 | 6.81 | 0.80 | | 2000 | | | 10.96 | 10.86 | 0.10 | | 1999 | | | 0.25 | -1.35 | 1.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SEGMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.21 | 0.48 | 2.79 | N/A | | 2008 | 2.73 | -0.75 | 1.42 | 4.87 | | 2007 | 1.15 | -0.42 | 2.71 | 2.84 | | 2006 | -0.34 | -0.45 | 3.26 | 1.60 | | 2005 | 0.11 | 1.83 | -0.01 | 0.97 | | 2004 | 1.65 | -1.10 | 2.25 | 0.81 | | 2003 | 0.77 | 0.62 | -0.09 | 0.63 | | 2002 | 0.93 | 3.15 | 2.66 | 1.48 | | 2001 | 2.39 | 1.54 | 3.53 | -0.02 | | 2000 | 1.96 | 2.17 | 2.94 | 3.48 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 102 | 367 | 27.79 | | 1-Month | 56 | 374 | 14.97 | | 3-Month | 138 | 374 | 36.90 | | 6-Month | 111 | 373 | 29.76 | | 1-Year | 39 | 357 | 10.92 | | 3-Year | 30 | 345 | 8.70 | | 5-Year | 19 | 318 | 5.97 |
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1.48% Nasdaq 0.00%
0.02 (0.19%) 
Performance
