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| Morningstar Return Rating: | High | | Year to Date Return: | 27.07% | | 5-Year Average Return: | 6.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 25.91% | |
Worst 1-Yr Total Return (2008): | -27.72% | |
Best 3-Yr Total Return (2004-6): | 18.16% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
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| 1-Year: | 5.21% | | 3-Year: | 1.11% | | 5-Year: | 7.72% | | 10-Year: | 11.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SEVSX | Category | Diff | Index* | Diff | | Year To Date | 27.07 | 23.00 | 4.07 | 17.05 | 10.02 | | 1-Month | -4.60 | -3.83 | -0.77 | -1.86 | -2.74 | | 3-Month | 5.27 | 6.04 | -0.77 | 5.48 | -0.21 | | 1-Year | 24.08 | 17.86 | 6.22 | 9.80 | 14.28 | | 3-Year | -1.60 | -6.76 | 5.16 | -7.02 | 5.42 | | 5-Year | 6.35 | 1.68 | 4.67 | 0.33 | 6.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.95 | 55.15 | 0.8 | 45.76 | 10.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.48 | -15.15 | 9.67 | -18.25 | 12.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SEVSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.72 | -36.77 | 9.05 | | 2007 | | | 0.23 | 0.83 | -0.60 | | 2006 | | | 14.06 | 15.87 | -1.81 | | 2005 | | | 14.88 | 8.82 | 6.06 | | 2004 | | | 25.91 | 17.85 | 8.06 | | 2003 | | | 50.69 | 33.85 | 16.84 | | 2002 | | | -15.58 | -13.25 | -2.33 | | 2001 | | | 10.18 | 6.67 | 3.51 | | 2000 | | | 25.28 | 18.45 | 6.83 | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SEVSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.46 | 25.05 | 16.36 | N/A | | 2008 | -9.57 | 0.20 | 0.12 | -20.32 | | 2007 | 2.23 | 7.31 | -4.58 | -4.25 | | 2006 | 10.91 | -1.90 | -2.13 | 7.11 | | 2005 | -0.39 | 2.58 | 8.24 | 3.88 | | 2004 | 7.42 | 2.45 | -0.24 | 14.69 | | 2003 | -2.56 | 26.92 | 7.30 | 13.55 | | 2002 | 9.73 | -8.21 | -22.61 | 8.30 | | 2001 | 3.12 | 8.93 | -18.84 | 20.87 | | 2000 | 10.60 | -1.07 | 10.40 | 3.72 | | 1999 | N/A | N/A | N/A | 6.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 424 | 39.86 | | 1-Month | 418 | 445 | 93.93 | | 3-Month | 418 | 440 | 95.00 | | 6-Month | 181 | 433 | 41.80 | | 1-Year | 66 | 419 | 15.75 | | 3-Year | 22 | 339 | 6.49 | | 5-Year | 12 | 249 | 4.82 |
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0.22% Nasdaq 
Performance
