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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.21% | | 5-Year Average Return: | -5.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.25% | |
Worst 1-Yr Total Return (2008): | -48.39% | |
Best 3-Yr Total Return (2004-6): | 8.19% | |
Worst 3-Yr Total Return (2006-8): | -17.73% |
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| 1-Year: | -8.43% | | 3-Year: | -10.33% | | 5-Year: | -3.28% | | 10-Year: | -0.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SESCX | Category | Diff | Index* | Diff | | Year To Date | 17.21 | 21.65 | -4.44 | 17.05 | 0.16 | | 1-Month | -6.45 | -5.90 | -0.55 | -1.86 | -4.59 | | 3-Month | 2.51 | 2.07 | 0.44 | 5.48 | -2.97 | | 1-Year | 9.24 | 13.17 | -3.93 | 9.80 | -0.56 | | 3-Year | -13.32 | -7.45 | -5.87 | -7.02 | -6.3 | | 5-Year | -5.16 | 0.22 | -5.38 | 0.33 | -5.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.03 | 52.20 | 0.83 | 45.76 | 7.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.65 | -18.89 | -4.76 | -18.25 | -5.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SESCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.39 | -41.55 | -6.84 | | 2007 | | | 4.05 | 7.59 | -3.54 | | 2006 | | | 3.70 | 10.81 | -7.11 | | 2005 | | | 5.95 | 6.02 | -0.07 | | 2004 | | | 15.25 | 12.41 | 2.84 | | 2003 | | | 54.10 | 45.54 | 8.56 | | 2002 | | | -27.96 | -27.88 | -0.08 | | 2001 | | | -29.55 | -8.91 | -20.64 | | 2000 | | | -10.24 | -3.85 | -6.39 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SESCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.65 | 17.03 | 18.50 | N/A | | 2008 | -19.48 | 0.66 | -13.74 | -26.19 | | 2007 | 1.02 | 7.51 | 1.12 | -5.25 | | 2006 | 10.05 | -8.59 | -3.81 | 7.17 | | 2005 | -6.58 | 5.92 | 5.31 | 1.68 | | 2004 | 6.30 | -1.82 | -3.56 | 14.51 | | 2003 | -5.85 | 27.34 | 15.56 | 11.22 | | 2002 | -3.41 | -10.67 | -20.98 | 5.65 | | 2001 | -27.34 | 9.64 | -24.48 | 17.10 | | 2000 | 26.89 | -12.96 | 2.79 | -20.94 | | 1999 | N/A | N/A | N/A | 52.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 466 | 790 | 58.99 | | 1-Month | 287 | 820 | 35.00 | | 3-Month | 188 | 819 | 22.95 | | 6-Month | 648 | 800 | 81.00 | | 1-Year | 316 | 783 | 40.36 | | 3-Year | 529 | 669 | 79.07 | | 5-Year | 465 | 554 | 83.94 |
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0.06% Nasdaq 
0.41%
Performance
