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| Morningstar Return Rating: | Above average | | Year to Date Return: | 26.72% | | 5-Year Average Return: | 2.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.99% | |
Worst 1-Yr Total Return (2008): | -35.46% | |
Best 3-Yr Total Return (2004-6): | 10.84% | |
Worst 3-Yr Total Return (2006-8): | -6.43% |
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| 1-Year: | -9.36% | | 3-Year: | -4.52% | | 5-Year: | 1.75% | | 10-Year: | 2.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SENCX | Category | Diff | Index* | Diff | | Year To Date | 26.72 | 25.10 | 1.62 | 24.07 | 2.65 | | 1-Month | 5.38 | 5.28 | 0.1 | 6.00 | -0.62 | | 3-Month | 7.61 | 7.01 | 0.6 | 7.91 | -0.3 | | 1-Year | 27.36 | 28.01 | -0.65 | 25.39 | 1.97 | | 3-Year | -3.26 | -5.87 | 2.61 | -5.79 | 2.53 | | 5-Year | 2.88 | 0.64 | 2.24 | 0.71 | 2.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.75 | 46.08 | -1.33 | 45.76 | -1.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.05 | -17.41 | 0.36 | -18.25 | 1.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SENCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.46 | -37.79 | 2.33 | | 2007 | | | 9.43 | 6.16 | 3.27 | | 2006 | | | 15.99 | 14.17 | 1.82 | | 2005 | | | 7.25 | 5.88 | 1.37 | | 2004 | | | 9.47 | 10.02 | -0.55 | | 2003 | | | 29.37 | 27.05 | 2.32 | | 2002 | | | -16.98 | -22.25 | 5.27 | | 2001 | | | -10.04 | -13.50 | 3.46 | | 2000 | | | 10.48 | -6.31 | 16.79 | | 1999 | | | 3.11 | 20.16 | -17.05 |
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| PAST QUARTERLY RETURNS (%) FOR
SENCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.75 | 17.55 | 13.68 | N/A | | 2008 | -7.63 | -0.81 | -9.99 | -21.75 | | 2007 | 0.53 | 7.17 | 4.67 | -2.97 | | 2006 | 4.63 | -1.19 | 5.42 | 6.42 | | 2005 | -0.15 | 0.04 | 4.11 | 3.13 | | 2004 | 0.09 | 2.83 | -0.77 | 7.18 | | 2003 | -7.31 | 17.88 | 3.44 | 14.46 | | 2002 | 2.99 | -10.49 | -16.21 | 7.48 | | 2001 | -6.79 | 1.46 | -10.62 | 6.43 | | 2000 | 0.39 | 0.25 | 5.55 | 3.99 | | 1999 | N/A | N/A | N/A | 5.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 687 | 2021 | 33.99 | | 1-Month | 1014 | 2113 | 47.99 | | 3-Month | 752 | 2091 | 35.96 | | 6-Month | 1279 | 2064 | 61.97 | | 1-Year | 714 | 2011 | 35.50 | | 3-Year | 223 | 1707 | 13.06 | | 5-Year | 130 | 1360 | 9.56 |
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0.51% Nasdaq 
Performance
