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| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.92% | | 5-Year Average Return: | -3.13% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.79% | |
Worst 1-Yr Total Return (2008): | -40.86% | |
Best 3-Yr Total Return (2004-6): | 6.26% | |
Worst 3-Yr Total Return (2006-8): | -18.13% |
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| 1-Year: | -3.39% | | 3-Year: | -9.64% | | 5-Year: | -1.67% | | 10-Year: | 2.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEUBX | Category | Diff | Index* | Diff | | Year To Date | 29.92 | 25.80 | 4.12 | 17.05 | 12.87 | | 1-Month | -4.87 | -4.37 | -0.5 | -1.86 | -3.01 | | 3-Month | 2.63 | 4.09 | -1.46 | 5.48 | -2.85 | | 1-Year | 21.32 | 16.23 | 5.09 | 9.80 | 11.52 | | 3-Year | -11.47 | -5.36 | -6.11 | -7.02 | -4.45 | | 5-Year | -3.13 | 1.68 | -4.81 | 0.33 | -3.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.63 | 47.87 | 4.76 | 45.76 | 6.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.98 | -19.87 | 0.89 | -18.25 | -0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.86 | -43.77 | 2.91 | | 2007 | | | -10.52 | 15.09 | -25.61 | | 2006 | | | 3.72 | 9.00 | -5.28 | | 2005 | | | 6.34 | 9.84 | -3.50 | | 2004 | | | 8.79 | 13.23 | -4.44 | | 2003 | | | 55.03 | 35.96 | 19.07 | | 2002 | | | -28.25 | -27.24 | -1.01 | | 2001 | | | -15.53 | -19.98 | 4.45 | | 2000 | | | 14.60 | -4.78 | 19.38 | | 1999 | | | 58.09 | 60.49 | -2.40 |
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| PAST QUARTERLY RETURNS (%) FOR
SEUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.11 | 19.33 | 15.73 | N/A | | 2008 | -9.21 | 7.83 | -18.81 | -25.60 | | 2007 | -0.64 | 0.32 | -2.36 | -8.06 | | 2006 | 12.20 | -9.56 | -1.84 | 4.13 | | 2005 | -7.55 | 4.34 | 7.52 | 2.52 | | 2004 | 5.44 | -0.46 | -11.10 | 16.60 | | 2003 | -1.30 | 28.74 | 9.00 | 11.94 | | 2002 | 2.28 | -17.97 | -22.52 | 10.38 | | 2001 | -17.70 | 11.23 | -27.43 | 27.15 | | 2000 | 19.38 | -5.61 | 11.09 | -8.45 | | 1999 | N/A | N/A | N/A | 36.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 254 | 848 | 29.95 | | 1-Month | 405 | 901 | 44.95 | | 3-Month | 574 | 898 | 63.92 | | 6-Month | 598 | 868 | 68.89 | | 1-Year | 237 | 847 | 27.98 | | 3-Year | 565 | 749 | 75.43 | | 5-Year | 511 | 636 | 80.35 |
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0.22% Nasdaq 
Performance
