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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.88% | | 5-Year Average Return: | 2.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.06% | |
Worst 1-Yr Total Return (2008): | -32.94% | |
Best 3-Yr Total Return (2004-6): | 12.15% | |
Worst 3-Yr Total Return (2006-8): | -6.26% |
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| 1-Year: | -12.06% | | 3-Year: | -2.80% | | 5-Year: | 2.84% | | 10-Year: | 8.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SESBX | Category | Diff | Index* | Diff | | Year To Date | 16.88 | 21.65 | -4.77 | 17.05 | -0.17 | | 1-Month | -3.33 | -5.90 | 2.57 | -1.86 | -1.47 | | 3-Month | 4.50 | 2.07 | 2.43 | 5.48 | -0.98 | | 1-Year | 9.95 | 13.17 | -3.22 | 9.80 | 0.15 | | 3-Year | -4.64 | -7.45 | 2.81 | -7.02 | 2.38 | | 5-Year | 2.35 | 0.22 | 2.13 | 0.33 | 2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.14 | 52.20 | -8.06 | 45.76 | -1.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.77 | -18.89 | -1.88 | -18.25 | -2.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SESBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.94 | -41.55 | 8.61 | | 2007 | | | 7.18 | 7.59 | -0.41 | | 2006 | | | 14.61 | 10.81 | 3.80 | | 2005 | | | 6.96 | 6.02 | 0.94 | | 2004 | | | 15.06 | 12.41 | 2.65 | | 2003 | | | 36.45 | 45.54 | -9.09 | | 2002 | | | -14.87 | -27.88 | 13.01 | | 2001 | | | 3.86 | -8.91 | 12.77 | | 2000 | | | 37.69 | -3.85 | 41.54 | | 1999 | | | 14.08 | 64.77 | -50.69 |
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| PAST QUARTERLY RETURNS (%) FOR
SESBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.82 | 14.92 | 15.38 | N/A | | 2008 | -8.78 | 0.19 | -3.14 | -24.24 | | 2007 | 2.54 | 5.42 | 2.20 | -2.98 | | 2006 | 10.88 | -5.12 | 0.75 | 8.13 | | 2005 | -2.28 | 2.95 | 4.07 | 2.16 | | 2004 | 3.73 | 4.54 | -2.99 | 9.38 | | 2003 | -1.97 | 18.26 | 4.14 | 13.01 | | 2002 | 5.02 | -7.43 | -15.87 | 4.09 | | 2001 | -11.28 | 11.85 | -13.10 | 20.44 | | 2000 | 12.74 | 6.51 | 9.00 | 5.20 | | 1999 | N/A | N/A | N/A | 14.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 624 | 790 | 78.99 | | 1-Month | 196 | 820 | 23.90 | | 3-Month | 466 | 819 | 56.90 | | 6-Month | 464 | 800 | 58.00 | | 1-Year | 454 | 783 | 57.98 | | 3-Year | 129 | 669 | 19.28 | | 5-Year | 135 | 554 | 24.37 |
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0.22% Nasdaq 
Performance
