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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.71% | | 5-Year Average Return: | -3.16% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.34% | |
Worst 1-Yr Total Return (2008): | -38.01% | |
Best 3-Yr Total Return (2004-6): | 6.90% | |
Worst 3-Yr Total Return (2006-8): | -13.39% |
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| 1-Year: | -9.69% | | 3-Year: | -9.34% | | 5-Year: | -2.86% | | 10-Year: | -4.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEQBX | Category | Diff | Index* | Diff | | Year To Date | 19.71 | 18.65 | 1.06 | 17.05 | 2.66 | | 1-Month | -1.80 | -2.18 | 0.38 | -1.86 | 0.06 | | 3-Month | 6.15 | 5.08 | 1.07 | 5.48 | 0.67 | | 1-Year | 10.19 | 11.86 | -1.67 | 9.80 | 0.39 | | 3-Year | -10.20 | -6.78 | -3.42 | -7.02 | -3.18 | | 5-Year | -3.16 | 0.49 | -3.65 | 0.33 | -3.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.22 | 45.26 | -0.04 | 45.76 | -0.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.78 | -15.99 | -2.79 | -18.25 | -0.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEQBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.01 | -37.79 | -0.22 | | 2007 | | | -5.87 | 6.16 | -12.03 | | 2006 | | | 11.34 | 14.17 | -2.83 | | 2005 | | | 3.08 | 5.88 | -2.80 | | 2004 | | | 6.44 | 10.02 | -3.58 | | 2003 | | | 19.92 | 27.05 | -7.13 | | 2002 | | | -24.19 | -22.25 | -1.94 | | 2001 | | | -12.77 | -13.50 | 0.73 | | 2000 | | | -13.07 | -6.31 | -6.76 | | 1999 | | | 9.90 | 20.16 | -10.26 |
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| PAST QUARTERLY RETURNS (%) FOR
SEQBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 15.26 | 16.38 | N/A | | 2008 | -7.21 | -2.18 | -12.41 | -22.03 | | 2007 | -2.08 | 4.96 | -0.67 | -7.79 | | 2006 | 3.44 | -2.16 | 2.72 | 7.10 | | 2005 | -3.43 | 0.71 | 2.82 | 3.08 | | 2004 | 0.85 | 1.18 | -2.82 | 7.35 | | 2003 | -3.05 | 12.16 | 1.12 | 9.06 | | 2002 | -0.77 | -14.75 | -15.48 | 6.03 | | 2001 | -12.77 | 6.47 | -15.20 | 10.75 | | 2000 | 0.89 | -3.13 | -2.53 | -8.75 | | 1999 | N/A | N/A | N/A | 10.95 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 744 | 2013 | 36.96 | | 1-Month | 1012 | 2110 | 47.96 | | 3-Month | 1003 | 2090 | 47.99 | | 6-Month | 1639 | 2049 | 79.99 | | 1-Year | 836 | 1999 | 41.82 | | 3-Year | 1230 | 1694 | 72.61 | | 5-Year | 1042 | 1352 | 77.07 |
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0.39% Nasdaq 
Performance
