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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.04% | | 5-Year Average Return: | 1.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.40% | |
Worst 1-Yr Total Return (2008): | -27.03% | |
Best 3-Yr Total Return (2005-7): | 8.18% | |
Worst 3-Yr Total Return (2006-8): | -5.01% |
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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 | SEQUX | Category | Diff | Index* | Diff | | Year To Date | 12.04 | 18.65 | -6.61 | 17.05 | -5.01 | | 1-Month | -2.29 | -2.18 | -0.11 | -1.86 | -0.43 | | 3-Month | 2.02 | 5.08 | -3.06 | 5.48 | -3.46 | | 1-Year | 5.12 | 11.86 | -6.74 | 9.80 | -4.68 | | 3-Year | -3.91 | -6.78 | 2.87 | -7.02 | 3.11 | | 5-Year | 1.09 | 0.49 | 0.6 | 0.33 | 0.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.05 | 45.26 | -9.21 | 45.76 | -9.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.87 | -15.99 | 4.12 | -18.25 | 6.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEQUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.03 | -37.79 | 10.76 | | 2007 | | | 8.40 | 6.16 | 2.24 | | 2006 | | | 8.34 | 14.17 | -5.83 | | 2005 | | | 7.78 | 5.88 | 1.90 | | 2004 | | | 4.66 | 10.02 | -5.36 | | 2003 | | | 17.12 | 27.05 | -9.93 | | 2002 | | | -2.64 | -22.25 | 19.61 | | 2001 | | | 10.52 | -13.50 | 24.02 | | 2000 | | | 20.06 | -6.31 | 26.37 | | 1999 | | | -16.54 | 20.16 | -36.70 |
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| PAST QUARTERLY RETURNS (%) FOR
SEQUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.37 | 11.50 | 12.23 | N/A | | 2008 | -4.91 | -5.39 | 1.34 | -19.96 | | 2007 | 0.60 | 5.19 | 1.82 | 0.61 | | 2006 | 2.65 | -1.82 | 3.97 | 3.40 | | 2005 | -1.00 | 0.45 | -0.57 | 9.01 | | 2004 | 6.00 | -2.64 | -2.33 | 3.83 | | 2003 | -7.42 | 11.73 | 2.57 | 10.39 | | 2002 | 0.96 | -2.54 | -2.76 | 1.74 | | 2001 | -4.06 | 7.85 | -1.36 | 8.29 | | 2000 | 0.09 | -2.64 | 13.62 | 8.43 | | 1999 | N/A | N/A | N/A | 1.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1872 | 2013 | 93.00 | | 1-Month | 1751 | 2110 | 82.99 | | 3-Month | 2048 | 2090 | 97.99 | | 6-Month | 2008 | 2049 | 98.00 | | 1-Year | 1473 | 1999 | 73.69 | | 3-Year | 149 | 1694 | 8.80 | | 5-Year | 374 | 1352 | 27.66 |
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0.22% Nasdaq 
Performance
