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| Morningstar Return Rating: | Average | | Year to Date Return: | 6.48% | | 5-Year Average Return: | 5.56% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.68% | |
Worst 1-Yr Total Return (2005): | 2.27% | |
Best 3-Yr Total Return (2006-8): | 6.33% | |
Worst 3-Yr Total Return (2004-6): | 3.73% |
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| 1-Year: | 5.38% | | 3-Year: | 6.04% | | 5-Year: | 4.79% | | 10-Year: | 5.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEGSX | Category | Diff | Index* | Diff | | Year To Date | 6.48 | 5.18 | 1.3 | 6.24 | 0.24 | | 1-Month | 0.24 | 0.57 | -0.33 | 0.49 | -0.25 | | 3-Month | 2.01 | 2.42 | -0.41 | 2.60 | -0.59 | | 1-Year | 10.95 | 10.54 | 0.41 | 13.79 | -2.84 | | 3-Year | 7.23 | 5.52 | 1.71 | 6.35 | 0.88 | | 5-Year | 5.56 | 4.28 | 1.28 | 5.05 | 0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.63 | 4.85 | -0.22 | 7.06 | -2.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.60 | 7.28 | 2.32 | 7.94 | 1.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.09 | 4.76 | 2.33 | | 2007 | | | 7.68 | 6.09 | 1.59 | | 2006 | | | 4.25 | 3.47 | 0.78 | | 2005 | | | 2.27 | 1.91 | 0.36 | | 2004 | | | 4.69 | 3.01 | 1.68 | | 2003 | | | 2.91 | 1.90 | 1.01 | | 2002 | | | 10.57 | 9.23 | 1.34 | | 2001 | | | 6.94 | 6.81 | 0.13 | | 2000 | | | 12.58 | 10.86 | 1.72 | | 1999 | | | -3.46 | -1.35 | -2.11 |
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| PAST QUARTERLY RETURNS (%) FOR
SEGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.50 | 1.05 | 2.56 | N/A | | 2008 | 2.69 | -0.69 | 1.61 | 3.34 | | 2007 | 2.01 | -1.09 | 3.29 | 3.33 | | 2006 | -0.38 | 0.06 | 3.14 | 1.40 | | 2005 | 0.20 | 2.48 | -0.68 | 0.28 | | 2004 | 1.98 | -0.66 | 2.54 | 0.77 | | 2003 | 1.15 | 0.89 | 0.99 | -0.16 | | 2002 | 0.55 | 3.94 | 3.05 | 2.66 | | 2001 | 1.88 | 0.13 | 4.47 | 0.34 | | 2000 | 3.35 | 1.50 | 2.70 | 4.49 | | 1999 | N/A | N/A | N/A | -0.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 113 | 367 | 30.79 | | 1-Month | 269 | 374 | 71.93 | | 3-Month | 123 | 374 | 32.89 | | 6-Month | 208 | 373 | 55.76 | | 1-Year | 92 | 357 | 25.77 | | 3-Year | 31 | 345 | 8.99 | | 5-Year | 24 | 318 | 7.55 |
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1.23% Nasdaq 
0.04 (0.36%) 
Performance
