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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.39% | | 5-Year Average Return: | -16.06% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 11.86% | |
Worst 1-Yr Total Return (2008): | -45.56% | |
Best 3-Yr Total Return (2004-6): | 5.46% | |
Worst 3-Yr Total Return (2006-8): | -24.59% |
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| 1-Year: | -28.44% | | 3-Year: | -25.92% | | 5-Year: | -14.96% | | 10-Year: | 0.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SENBX | Category | Diff | Index* | Diff | | Year To Date | -3.39 | 20.35 | -23.74 | 17.05 | -20.44 | | 1-Month | -5.91 | -4.96 | -0.95 | -1.86 | -4.05 | | 3-Month | -1.81 | 5.78 | -7.59 | 5.48 | -7.29 | | 1-Year | -22.63 | 6.97 | -29.6 | 9.80 | -32.43 | | 3-Year | -27.17 | -15.39 | -11.78 | -7.02 | -20.15 | | 5-Year | -16.06 | -5.49 | -10.57 | 0.33 | -16.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.35 | 76.37 | -27.02 | 45.76 | 3.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.47 | -13.57 | -12.9 | -18.25 | -8.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SENBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.56 | -43.91 | -1.65 | | 2007 | | | -27.94 | -11.64 | -16.30 | | 2006 | | | 9.34 | 16.90 | -7.56 | | 2005 | | | -4.11 | 6.74 | -10.85 | | 2004 | | | 11.86 | 14.02 | -2.16 | | 2003 | | | 32.49 | 33.56 | -1.07 | | 2002 | | | 19.80 | -10.28 | 30.08 | | 2001 | | | 20.65 | -2.05 | 22.70 | | 2000 | | | 16.46 | 27.74 | -11.28 | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SENBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -21.07 | 15.38 | 12.75 | N/A | | 2008 | -7.17 | -25.58 | 10.51 | -28.70 | | 2007 | -2.87 | -3.64 | -6.65 | -17.52 | | 2006 | 4.39 | -2.40 | 3.94 | 3.26 | | 2005 | -6.45 | 1.07 | -1.98 | 3.47 | | 2004 | 4.86 | -4.17 | 3.33 | 7.74 | | 2003 | 3.88 | 8.86 | 5.99 | 10.54 | | 2002 | 10.94 | 5.40 | -5.94 | 8.92 | | 2001 | 4.72 | 10.75 | -2.16 | 6.33 | | 2000 | -2.52 | -2.17 | 13.81 | 7.31 | | 1999 | N/A | N/A | N/A | -2.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 117 | 129 | 90.70 | | 1-Month | 118 | 129 | 91.47 | | 3-Month | 122 | 129 | 94.57 | | 6-Month | 125 | 129 | 96.90 | | 1-Year | 94 | 122 | 77.05 | | 3-Year | 80 | 107 | 74.77 | | 5-Year | 77 | 101 | 76.24 |
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