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| Morningstar Return Rating: | Low | | Year to Date Return: | 62.72% | | 5-Year Average Return: | 11.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.40% | |
Worst 1-Yr Total Return (2008): | -57.80% | |
Best 3-Yr Total Return (2005-7): | 34.37% | |
Worst 3-Yr Total Return (2006-8): | -8.52% |
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| 1-Year: | -2.75% | | 3-Year: | -0.24% | | 5-Year: | 11.02% | | 10-Year: | 8.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEKAX | Category | Diff | Index* | Diff | | Year To Date | 62.72 | 67.76 | -5.04 | 29.91 | 32.81 | | 1-Month | 6.71 | 5.36 | 1.35 | 2.00 | 4.71 | | 3-Month | 14.64 | 13.28 | 1.36 | 4.58 | 10.06 | | 1-Year | 70.99 | 80.33 | -9.34 | 37.72 | 33.27 | | 3-Year | -0.36 | 2.54 | -2.9 | -5.52 | 5.16 | | 5-Year | 11.54 | 13.59 | -2.05 | 4.13 | 7.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.94 | 85.38 | -10.44 | 59.35 | 15.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.26 | -8.10 | -14.16 | -14.95 | -7.31 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEKAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.80 | -54.44 | -3.36 | | 2007 | | | 39.40 | 36.68 | 2.72 | | 2006 | | | 30.15 | 32.06 | -1.91 | | 2005 | | | 33.71 | 31.54 | 2.17 | | 2004 | | | 22.12 | 23.54 | -1.42 | | 2003 | | | 56.10 | 55.19 | 0.91 | | 2002 | | | -5.67 | -6.05 | 0.38 | | 2001 | | | N/A | -3.83 | N/A | | 2000 | | | N/A | -30.33 | N/A | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEKAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.98 | 32.27 | 19.52 | N/A | | 2008 | -11.81 | 1.85 | -30.16 | -32.73 | | 2007 | 3.13 | 14.35 | 11.84 | 5.70 | | 2006 | 11.10 | -5.69 | 6.38 | 16.76 | | 2005 | 1.73 | 4.99 | 16.42 | 7.52 | | 2004 | 9.82 | -9.83 | 8.22 | 13.97 | | 2003 | -6.78 | 23.68 | 16.87 | 15.84 | | 2002 | 11.44 | -8.60 | -16.19 | 10.51 | | 2001 | N/A | N/A | -21.36 | 25.49 | | 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 | 248 | 365 | 67.95 | | 1-Month | 171 | 381 | 44.88 | | 3-Month | 157 | 376 | 41.76 | | 6-Month | 283 | 373 | 75.87 | | 1-Year | 225 | 354 | 63.56 | | 3-Year | 199 | 260 | 76.54 | | 5-Year | 132 | 194 | 68.04 |
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