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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.72% | | 5-Year Average Return: | 2.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.97% | |
Worst 1-Yr Total Return (2008): | -38.22% | |
Best 3-Yr Total Return (2004-6): | 15.86% | |
Worst 3-Yr Total Return (2006-8): | -7.12% |
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| 1-Year: | -8.31% | | 3-Year: | -6.25% | | 5-Year: | 3.05% | | 10-Year: | 4.56% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEQAX | Category | Diff | Index* | Diff | | Year To Date | 12.72 | 25.91 | -13.19 | 27.36 | -14.64 | | 1-Month | -4.01 | -2.31 | -1.7 | -1.25 | -2.76 | | 3-Month | 2.90 | 5.52 | -2.62 | 8.10 | -5.2 | | 1-Year | 12.78 | 22.45 | -9.67 | 27.71 | -14.93 | | 3-Year | -6.59 | -5.03 | -1.56 | -5.22 | -1.37 | | 5-Year | 2.79 | 3.41 | -0.62 | 5.10 | -2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.95 | 50.04 | -13.09 | 59.35 | -22.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.36 | -12.42 | -8.94 | -14.95 | -6.41 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.22 | -41.91 | 3.69 | | 2007 | | | 11.23 | 11.28 | -0.05 | | 2006 | | | 16.59 | 19.72 | -3.13 | | 2005 | | | 13.07 | 11.61 | 1.46 | | 2004 | | | 17.97 | 15.27 | 2.70 | | 2003 | | | 41.57 | 34.49 | 7.08 | | 2002 | | | -24.16 | -19.36 | -4.80 | | 2001 | | | -13.21 | -17.51 | 4.30 | | 2000 | | | 3.08 | -9.14 | 12.22 | | 1999 | | | 54.83 | 41.13 | 13.70 |
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| PAST QUARTERLY RETURNS (%) FOR
SEQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.84 | 15.19 | 14.33 | N/A | | 2008 | -10.45 | 0.08 | -16.80 | -17.15 | | 2007 | 0.75 | 7.02 | 2.78 | 0.37 | | 2006 | 7.06 | -3.58 | 4.24 | 8.35 | | 2005 | -3.53 | 2.89 | 8.98 | 4.52 | | 2004 | 4.09 | -1.26 | -1.00 | 15.94 | | 2003 | -8.38 | 20.77 | 9.16 | 17.21 | | 2002 | 1.41 | -9.44 | -18.96 | 1.90 | | 2001 | -14.36 | 7.07 | -18.04 | 15.49 | | 2000 | 13.39 | -3.65 | -2.08 | -3.64 | | 1999 | N/A | N/A | N/A | 37.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 713 | 767 | 92.96 | | 1-Month | 776 | 844 | 91.94 | | 3-Month | 697 | 830 | 83.98 | | 6-Month | 747 | 787 | 94.92 | | 1-Year | 518 | 741 | 69.91 | | 3-Year | 274 | 530 | 51.70 | | 5-Year | 203 | 434 | 46.77 |
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0.22% Nasdaq 
0.01 (0.10%) 
Performance
