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| Morningstar Return Rating: | Low | | Year to Date Return: | 12.90% | | 5-Year Average Return: | -1.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.95% | |
Worst 1-Yr Total Return (2008): | -38.18% | |
Best 3-Yr Total Return (2004-6): | 7.55% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
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| 1-Year: | -13.27% | | 3-Year: | -7.34% | | 5-Year: | -1.31% | | 10-Year: | -3.27% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEICX | Category | Diff | Index* | Diff | | Year To Date | 12.90 | 18.65 | -5.75 | 17.05 | -4.15 | | 1-Month | -1.71 | -2.18 | 0.47 | -1.86 | 0.15 | | 3-Month | 3.81 | 5.08 | -1.27 | 5.48 | -1.67 | | 1-Year | 4.85 | 11.86 | -7.01 | 9.80 | -4.95 | | 3-Year | -8.80 | -6.78 | -2.02 | -7.02 | -1.78 | | 5-Year | -1.99 | 0.49 | -2.48 | 0.33 | -2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.22 | 45.26 | -4.04 | 45.76 | -4.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.40 | -15.99 | -6.41 | -18.25 | -4.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.18 | -37.79 | -0.39 | | 2007 | | | 5.60 | 6.16 | -0.56 | | 2006 | | | 13.95 | 14.17 | -0.22 | | 2005 | | | 0.09 | 5.88 | -5.79 | | 2004 | | | 9.10 | 10.02 | -0.92 | | 2003 | | | 21.97 | 27.05 | -5.08 | | 2002 | | | -26.05 | -22.25 | -3.80 | | 2001 | | | -22.06 | -13.50 | -8.56 | | 2000 | | | -11.49 | -6.31 | -5.18 | | 1999 | | | 32.43 | 20.16 | 12.27 |
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| PAST QUARTERLY RETURNS (%) FOR
SEICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.18 | 15.05 | 12.40 | N/A | | 2008 | -7.84 | -3.76 | -8.61 | -23.73 | | 2007 | -0.15 | 6.88 | 3.78 | -4.65 | | 2006 | 3.40 | -1.07 | 4.99 | 6.10 | | 2005 | -1.70 | -0.09 | 1.56 | 0.34 | | 2004 | 0.37 | 0.00 | -0.74 | 9.51 | | 2003 | -3.85 | 11.66 | 2.00 | 11.38 | | 2002 | -2.18 | -12.84 | -16.80 | 4.25 | | 2001 | -15.01 | 2.23 | -19.76 | 11.80 | | 2000 | 5.44 | -6.07 | 3.63 | -13.77 | | 1999 | N/A | N/A | N/A | 23.51 |
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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 | 780 | 2110 | 36.97 | | 3-Month | 1818 | 2090 | 86.99 | | 6-Month | 1577 | 2049 | 76.96 | | 1-Year | 1438 | 1999 | 71.94 | | 3-Year | 1169 | 1694 | 69.01 | | 5-Year | 1009 | 1352 | 74.63 |
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0.10% Nasdaq 
0.25%
Performance
