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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.73% | | 5-Year Average Return: | 0.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.74% | |
Worst 1-Yr Total Return (2008): | -41.46% | |
Best 3-Yr Total Return (2004-6): | 17.32% | |
Worst 3-Yr Total Return (2006-8): | -11.79% |
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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 | SEMCX | Category | Diff | Index* | Diff | | Year To Date | 26.73 | 30.74 | -4.01 | 24.07 | 2.66 | | 1-Month | 4.23 | 4.28 | -0.05 | 6.00 | -1.77 | | 3-Month | 4.72 | 5.45 | -0.73 | 7.91 | -3.19 | | 1-Year | 34.93 | 36.41 | -1.48 | 25.39 | 9.54 | | 3-Year | -8.44 | -6.04 | -2.4 | -5.79 | -2.65 | | 5-Year | 0.87 | 0.99 | -0.12 | 0.71 | 0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.66 | 54.55 | -0.89 | 45.76 | 7.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.85 | -16.09 | -6.76 | -18.25 | -4.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.46 | -39.18 | -2.28 | | 2007 | | | 2.29 | 4.85 | -2.56 | | 2006 | | | 14.62 | 14.03 | 0.59 | | 2005 | | | 14.78 | 9.25 | 5.53 | | 2004 | | | 22.74 | 16.30 | 6.44 | | 2003 | | | 40.97 | 36.28 | 4.69 | | 2002 | | | -14.31 | -16.55 | 2.24 | | 2001 | | | 1.10 | -3.12 | 4.22 | | 2000 | | | 4.92 | 6.36 | -1.44 | | 1999 | | | 8.95 | 20.92 | -11.97 |
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| PAST QUARTERLY RETURNS (%) FOR
SEMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.45 | 18.88 | 19.52 | N/A | | 2008 | -8.83 | 3.59 | -16.73 | -25.56 | | 2007 | 6.05 | 4.95 | -2.98 | -5.27 | | 2006 | 7.70 | -2.30 | 0.08 | 8.83 | | 2005 | 0.40 | 3.99 | 6.72 | 3.01 | | 2004 | 6.68 | -0.90 | 0.93 | 15.02 | | 2003 | -2.79 | 18.83 | 6.54 | 14.54 | | 2002 | 6.47 | -8.44 | -15.95 | 4.58 | | 2001 | -7.91 | 11.84 | -16.93 | 18.17 | | 2000 | 8.82 | -5.18 | 8.19 | -6.02 | | 1999 | N/A | N/A | N/A | 13.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 261 | 450 | 58.00 | | 1-Month | 253 | 479 | 52.82 | | 3-Month | 204 | 476 | 42.86 | | 6-Month | 132 | 472 | 27.97 | | 1-Year | 197 | 450 | 43.78 | | 3-Year | 241 | 367 | 65.67 | | 5-Year | 154 | 293 | 52.56 |
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0.02% Nasdaq 0.00%
Performance
