|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.37% | | 5-Year Average Return: | 3.97% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 4.02% | |
Worst 1-Yr Total Return (2005): | 2.01% | |
Best 3-Yr Total Return (2006-8): | 3.24% | |
Worst 3-Yr Total Return (2004-6): | 2.89% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEKSX | Category | Diff | Index* | Diff | | Year To Date | 7.37 | 11.05 | -3.68 | 12.53 | -5.16 | | 1-Month | 1.04 | 0.88 | 0.16 | 0.83 | 0.21 | | 3-Month | 1.66 | 1.98 | -0.32 | 2.25 | -0.59 | | 1-Year | 9.21 | 11.90 | -2.69 | 14.17 | -4.96 | | 3-Year | 4.29 | 3.31 | 0.98 | 4.17 | 0.12 | | 5-Year | 3.97 | 3.42 | 0.55 | 4.50 | -0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.12 | 7.88 | -2.76 | 9.40 | -4.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.32 | 4.46 | 0.86 | 5.67 | -0.35 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEKSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.09 | -2.81 | 4.90 | | 2007 | | | 3.62 | 2.05 | 1.57 | | 2006 | | | 4.02 | 3.77 | 0.25 | | 2005 | | | 2.01 | 2.08 | -0.07 | | 2004 | | | 2.65 | 2.88 | -0.23 | | 2003 | | | 4.03 | 4.03 | 0.00 | | 2002 | | | 8.03 | 8.12 | -0.09 | | 2001 | | | 4.39 | 4.37 | 0.02 | | 2000 | | | 10.10 | 9.62 | 0.48 | | 1999 | | | -2.64 | -2.66 | 0.02 |
|
| PAST QUARTERLY RETURNS (%) FOR
SEKSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.78 | 1.05 | 3.60 | N/A | | 2008 | 0.70 | 0.13 | -1.23 | 2.51 | | 2007 | 0.74 | -0.19 | 1.62 | 1.42 | | 2006 | 0.23 | 0.20 | 2.50 | 1.05 | | 2005 | -0.29 | 1.78 | 0.01 | 0.51 | | 2004 | 1.22 | -1.65 | 2.49 | 0.61 | | 2003 | 1.24 | 1.95 | 0.22 | 0.57 | | 2002 | 1.03 | 3.28 | 3.37 | 0.15 | | 2001 | 2.04 | 0.62 | 2.40 | -0.70 | | 2000 | 1.97 | 1.27 | 2.24 | 4.28 | | 1999 | N/A | N/A | N/A | -0.71 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 224 | 255 | 87.84 | | 1-Month | 153 | 255 | 60.00 | | 3-Month | 102 | 255 | 40.00 | | 6-Month | 219 | 255 | 85.88 | | 1-Year | 175 | 254 | 68.90 | | 3-Year | 25 | 246 | 10.16 | | 5-Year | 27 | 236 | 11.44 |
|
|
|
|
|
0.31% Nasdaq 
Performance
