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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.53% | | 5-Year Average Return: | -0.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.87% | |
Worst 1-Yr Total Return (2008): | -37.15% | |
Best 3-Yr Total Return (2004-6): | 14.05% | |
Worst 3-Yr Total Return (2006-8): | -9.39% |
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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 | SEUIX | Category | Diff | Index* | Diff | | Year To Date | 16.53 | 21.73 | -5.2 | 24.07 | -7.54 | | 1-Month | 5.22 | 5.16 | 0.06 | 6.00 | -0.78 | | 3-Month | 6.31 | 6.45 | -0.14 | 7.91 | -1.6 | | 1-Year | 19.23 | 24.67 | -5.44 | 25.39 | -6.16 | | 3-Year | -9.77 | -7.33 | -2.44 | -5.79 | -3.98 | | 5-Year | -0.90 | 0.27 | -1.17 | 0.71 | -1.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.75 | 47.53 | -0.78 | 45.76 | 0.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.54 | -16.99 | -2.55 | -18.25 | -1.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEUIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.15 | -37.09 | -0.06 | | 2007 | | | -2.07 | 1.42 | -3.49 | | 2006 | | | 20.87 | 18.15 | 2.72 | | 2005 | | | 6.98 | 5.95 | 1.03 | | 2004 | | | 14.72 | 12.97 | 1.75 | | 2003 | | | 28.67 | 28.44 | 0.23 | | 2002 | | | -18.05 | -18.69 | 0.64 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEUIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.95 | 15.55 | 16.84 | N/A | | 2008 | -9.71 | -6.03 | -6.54 | -20.74 | | 2007 | 0.98 | 4.94 | -0.79 | -6.84 | | 2006 | 5.38 | 0.22 | 5.91 | 8.05 | | 2005 | 0.18 | 1.45 | 4.00 | 1.20 | | 2004 | 3.48 | 0.44 | 0.97 | 9.32 | | 2003 | -5.23 | 17.15 | 2.26 | 13.34 | | 2002 | 3.75 | -9.24 | -19.13 | 7.62 | | 2001 | N/A | N/A | N/A | 7.36 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 982 | 1293 | 75.95 | | 1-Month | 695 | 1338 | 51.94 | | 3-Month | 651 | 1329 | 48.98 | | 6-Month | 620 | 1320 | 46.97 | | 1-Year | 784 | 1280 | 61.25 | | 3-Year | 794 | 1088 | 72.98 | | 5-Year | 595 | 917 | 64.89 |
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0.01% Nasdaq 
Performance
