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| Morningstar Return Rating: | Above average | | Year to Date Return: | 42.66% | | 5-Year Average Return: | 9.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 13.58% | |
Worst 1-Yr Total Return (2008): | -19.33% | |
Best 3-Yr Total Return (2004-6): | 11.73% | |
Worst 3-Yr Total Return (2006-8): | -1.91% |
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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 | SEMDX | Category | Diff | Index* | Diff | | Year To Date | 42.66 | 32.12 | 10.54 | 7.61 | 35.05 | | 1-Month | 1.00 | 1.44 | -0.44 | 1.29 | -0.29 | | 3-Month | 6.99 | 6.67 | 0.32 | 2.86 | 4.13 | | 1-Year | 54.44 | 41.79 | 12.65 | 11.63 | 42.81 | | 3-Year | 7.61 | 5.50 | 2.11 | 6.40 | 1.21 | | 5-Year | 9.53 | 7.74 | 1.79 | 5.49 | 4.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.60 | 33.40 | 8.2 | 7.06 | 34.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.16 | 2.19 | 3.97 | 7.94 | -1.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.33 | -17.64 | -1.69 | | 2007 | | | 7.65 | 5.36 | 2.29 | | 2006 | | | 8.69 | 10.99 | -2.30 | | 2005 | | | 13.58 | 11.50 | 2.08 | | 2004 | | | 12.99 | 12.31 | 0.68 | | 2003 | | | 32.33 | 30.83 | 1.50 | | 2002 | | | 11.99 | 12.69 | -0.70 | | 2001 | | | 12.61 | 12.83 | -0.22 | | 2000 | | | 13.83 | 12.68 | 1.15 | | 1999 | | | 31.60 | 29.58 | 2.02 |
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| PAST QUARTERLY RETURNS (%) FOR
SEMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.39 | 19.40 | 13.73 | N/A | | 2008 | -0.21 | 1.32 | -9.19 | -12.15 | | 2007 | 2.46 | 0.20 | 2.62 | 2.18 | | 2006 | 1.43 | -2.61 | 6.19 | 3.61 | | 2005 | -0.31 | 7.33 | 4.51 | 1.58 | | 2004 | 3.37 | -6.37 | 10.12 | 6.01 | | 2003 | 10.16 | 10.83 | 2.72 | 5.51 | | 2002 | 7.46 | -6.65 | -5.22 | 17.78 | | 2001 | 3.77 | 4.74 | -3.92 | 7.84 | | 2000 | 7.50 | 0.00 | 4.65 | 1.19 | | 1999 | N/A | N/A | N/A | 14.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 17 | 112 | 15.18 | | 1-Month | 74 | 113 | 65.49 | | 3-Month | 47 | 113 | 41.59 | | 6-Month | 19 | 112 | 16.96 | | 1-Year | 22 | 108 | 20.37 | | 3-Year | 8 | 73 | 10.96 | | 5-Year | 11 | 53 | 20.75 |
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0.01% Nasdaq 
Performance
