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| Morningstar Return Rating: | Low | | Year to Date Return: | 12.86% | | 5-Year Average Return: | -2.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.84% | |
Worst 1-Yr Total Return (2008): | -38.23% | |
Best 3-Yr Total Return (2004-6): | 7.52% | |
Worst 3-Yr Total Return (2006-8): | -9.45% |
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| 1-Year: | -16.01% | | 3-Year: | -8.34% | | 5-Year: | -1.75% | | 10-Year: | -3.29% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEIBX | Category | Diff | Index* | Diff | | Year To Date | 12.86 | 18.65 | -5.79 | 17.05 | -4.19 | | 1-Month | -1.70 | -2.18 | 0.48 | -1.86 | 0.16 | | 3-Month | 3.80 | 5.08 | -1.28 | 5.48 | -1.68 | | 1-Year | 4.68 | 11.86 | -7.18 | 9.80 | -5.12 | | 3-Year | -8.86 | -6.78 | -2.08 | -7.02 | -1.84 | | 5-Year | -2.03 | 0.49 | -2.52 | 0.33 | -2.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.04 | 45.26 | -4.22 | 45.76 | -4.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.42 | -15.99 | -6.43 | -18.25 | -4.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.23 | -37.79 | -0.44 | | 2007 | | | 5.59 | 6.16 | -0.57 | | 2006 | | | 13.84 | 14.17 | -0.33 | | 2005 | | | 0.08 | 5.88 | -5.80 | | 2004 | | | 9.08 | 10.02 | -0.94 | | 2003 | | | 21.92 | 27.05 | -5.13 | | 2002 | | | -26.00 | -22.25 | -3.75 | | 2001 | | | -22.03 | -13.50 | -8.53 | | 2000 | | | -11.48 | -6.31 | -5.17 | | 1999 | | | 32.48 | 20.16 | 12.32 |
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| PAST QUARTERLY RETURNS (%) FOR
SEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.14 | 14.99 | 12.36 | N/A | | 2008 | -7.84 | -3.75 | -8.60 | -23.81 | | 2007 | -0.07 | 6.87 | 3.77 | -4.71 | | 2006 | 3.31 | -1.07 | 5.07 | 6.01 | | 2005 | -1.78 | -0.09 | 1.65 | 0.34 | | 2004 | 0.37 | 0.00 | -0.74 | 9.49 | | 2003 | -3.84 | 11.52 | 2.11 | 11.35 | | 2002 | -2.17 | -12.82 | -16.76 | 4.24 | | 2001 | -14.99 | 2.30 | -19.79 | 11.78 | | 2000 | 5.44 | -6.01 | 3.57 | -13.76 | | 1999 | N/A | N/A | N/A | 23.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1731 | 2013 | 85.99 | | 1-Month | 696 | 2110 | 32.99 | | 3-Month | 1797 | 2090 | 85.98 | | 6-Month | 1598 | 2049 | 77.99 | | 1-Year | 1442 | 1999 | 72.14 | | 3-Year | 1170 | 1694 | 69.07 | | 5-Year | 1010 | 1352 | 74.70 |
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0.83% Nasdaq 
Performance
