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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.09% | | 5-Year Average Return: | 0.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.23% | |
Worst 1-Yr Total Return (2008): | -40.89% | |
Best 3-Yr Total Return (2005-7): | 8.63% | |
Worst 3-Yr Total Return (2006-8): | -10.82% |
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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 | SELCX | Category | Diff | Index* | Diff | | Year To Date | 26.09 | 24.15 | 1.94 | 17.05 | 9.04 | | 1-Month | -0.97 | -2.25 | 1.28 | -1.86 | 0.89 | | 3-Month | 5.44 | 4.52 | 0.92 | 5.48 | -0.04 | | 1-Year | 16.60 | 15.35 | 1.25 | 9.80 | 6.8 | | 3-Year | -4.99 | -4.95 | -0.04 | -7.02 | 2.03 | | 5-Year | 0.58 | 0.99 | -0.41 | 0.33 | 0.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.29 | 42.81 | 0.48 | 45.76 | -2.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.15 | -17.14 | -3.01 | -18.25 | -1.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SELCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.89 | -40.67 | -0.22 | | 2007 | | | 12.23 | 13.35 | -1.12 | | 2006 | | | 6.94 | 7.05 | -0.11 | | 2005 | | | 6.81 | 6.71 | 0.10 | | 2004 | | | 7.57 | 7.81 | -0.24 | | 2003 | | | 25.34 | 28.66 | -3.32 | | 2002 | | | -29.24 | -27.64 | -1.60 | | 2001 | | | -26.50 | -22.30 | -4.20 | | 2000 | | | -19.41 | -13.05 | -6.36 | | 1999 | | | 34.50 | 38.87 | -4.37 |
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| PAST QUARTERLY RETURNS (%) FOR
SELCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.35 | 16.34 | 13.23 | N/A | | 2008 | -10.84 | 1.43 | -13.79 | -24.18 | | 2007 | 0.59 | 6.12 | 5.43 | -0.28 | | 2006 | 3.54 | -4.54 | 2.10 | 5.97 | | 2005 | -5.02 | 3.29 | 5.72 | 2.98 | | 2004 | 1.10 | 1.71 | -3.71 | 8.64 | | 2003 | -1.52 | 13.01 | 2.60 | 9.77 | | 2002 | -4.81 | -16.73 | -16.21 | 6.55 | | 2001 | -24.84 | 8.31 | -22.70 | 16.81 | | 2000 | 9.19 | -4.17 | -0.88 | -22.30 | | 1999 | N/A | N/A | N/A | 25.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 612 | 1802 | 33.96 | | 1-Month | 170 | 1890 | 8.99 | | 3-Month | 301 | 1884 | 15.98 | | 6-Month | 675 | 1827 | 36.95 | | 1-Year | 535 | 1797 | 29.77 | | 3-Year | 616 | 1518 | 40.58 | | 5-Year | 601 | 1251 | 48.04 |
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1.00% Nasdaq 0.00%
Performance
