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| Morningstar Return Rating: | | | Year to Date Return: | 17.77% | | 5-Year Average Return: | -0.99% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -41.50% | |
Worst 1-Yr Total Return (2008): | -41.50% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SEIRX | Category | Diff | Index* | Diff | | Year To Date | 17.77 | 22.99 | -5.22 | 24.07 | -6.3 | | 1-Month | 6.78 | 6.66 | 0.12 | 6.00 | 0.78 | | 3-Month | 9.40 | 8.82 | 0.58 | 7.91 | 1.49 | | 1-Year | 37.07 | 42.04 | -4.97 | 25.39 | 11.68 | | 3-Year | -17.58 | -15.72 | -1.86 | -5.79 | -11.79 | | 5-Year | -0.99 | -1.07 | 0.08 | 0.71 | -1.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.84 | 78.85 | 0.99 | 45.76 | 34.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -36.69 | -30.70 | -5.99 | -18.25 | -18.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.50 | -39.55 | -1.95 | | 2007 | | | N/A | -14.66 | N/A | | 2006 | | | N/A | 33.58 | N/A | | 2005 | | | N/A | 11.51 | N/A | | 2004 | | | N/A | 32.02 | N/A | | 2003 | | | N/A | 36.80 | N/A | | 2002 | | | N/A | 4.54 | N/A | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -33.98 | 34.14 | 30.88 | N/A | | 2008 | 2.92 | -6.25 | -1.14 | -38.67 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 200 | 267 | 74.91 | | 1-Month | 239 | 282 | 84.75 | | 3-Month | 171 | 276 | 61.96 | | 6-Month | 221 | 270 | 81.85 | | 1-Year | 192 | 265 | 72.45 | | 3-Year | | 228 | N/A | | 5-Year | | 201 | N/A |
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0.51% Nasdaq 
Performance
