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| Morningstar Return Rating: | Below average | | Year to Date Return: | 53.14% | | 5-Year Average Return: | 12.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.53% | |
Worst 1-Yr Total Return (2008): | -57.74% | |
Best 3-Yr Total Return (2005-7): | 34.63% | |
Worst 3-Yr Total Return (2006-8): | -8.35% |
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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 | SEMGX | Category | Diff | Index* | Diff | | Year To Date | 53.14 | 59.14 | -6 | 27.36 | 25.78 | | 1-Month | -0.57 | -1.32 | 0.75 | -1.25 | 0.68 | | 3-Month | 6.49 | 7.70 | -1.21 | 8.10 | -1.61 | | 1-Year | 43.53 | 56.66 | -13.13 | 27.71 | 15.82 | | 3-Year | -0.01 | 2.92 | -2.93 | -5.22 | 5.21 | | 5-Year | 12.00 | 14.22 | -2.22 | 5.10 | 6.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.59 | 84.39 | -8.8 | 59.35 | 16.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.94 | -6.80 | -15.14 | -14.95 | -6.99 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.74 | -54.44 | -3.30 | | 2007 | | | 39.53 | 36.68 | 2.85 | | 2006 | | | 30.55 | 32.06 | -1.51 | | 2005 | | | 33.95 | 31.54 | 2.41 | | 2004 | | | 22.39 | 23.54 | -1.15 | | 2003 | | | 56.59 | 55.19 | 1.40 | | 2002 | | | -5.45 | -6.05 | 0.60 | | 2001 | | | -6.27 | -3.83 | -2.44 | | 2000 | | | -29.93 | -30.33 | 0.40 | | 1999 | | | 38.06 | 70.56 | -32.50 |
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| PAST QUARTERLY RETURNS (%) FOR
SEMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.85 | 32.46 | 19.69 | N/A | | 2008 | -11.83 | 1.92 | -30.11 | -32.70 | | 2007 | 3.14 | 14.39 | 11.83 | 5.75 | | 2006 | 11.16 | -5.64 | 6.51 | 16.86 | | 2005 | 1.78 | 5.02 | 16.50 | 7.57 | | 2004 | 9.91 | -9.78 | 8.30 | 13.96 | | 2003 | -6.64 | 23.78 | 16.95 | 15.87 | | 2002 | 11.32 | -8.41 | -16.15 | 10.59 | | 2001 | -9.74 | 5.13 | -21.14 | 25.26 | | 2000 | 2.84 | -9.53 | -13.87 | -12.56 | | 1999 | N/A | N/A | N/A | 29.03 |
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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 | 15 | 381 | 3.94 | | 3-Month | 198 | 374 | 52.94 | | 6-Month | 218 | 371 | 58.76 | | 1-Year | 250 | 346 | 72.25 | | 3-Year | 191 | 260 | 73.46 | | 5-Year | 142 | 193 | 73.58 |
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0.22% Nasdaq 
Performance
