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| Morningstar Return Rating: | Low | | Year to Date Return: | 19.93% | | 5-Year Average Return: | -3.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.18% | |
Worst 1-Yr Total Return (2008): | -38.08% | |
Best 3-Yr Total Return (2004-6): | 6.85% | |
Worst 3-Yr Total Return (2006-8): | -13.40% |
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| 1-Year: | -5.55% | | 3-Year: | -8.56% | | 5-Year: | -2.55% | | 10-Year: | -4.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFECX | Category | Diff | Index* | Diff | | Year To Date | 19.93 | 18.65 | 1.28 | 17.05 | 2.88 | | 1-Month | -1.93 | -2.18 | 0.25 | -1.86 | -0.07 | | 3-Month | 6.29 | 5.08 | 1.21 | 5.48 | 0.81 | | 1-Year | 10.36 | 11.86 | -1.5 | 9.80 | 0.56 | | 3-Year | -10.18 | -6.78 | -3.4 | -7.02 | -3.16 | | 5-Year | -3.12 | 0.49 | -3.61 | 0.33 | -3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.38 | 45.26 | 0.12 | 45.76 | -0.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.78 | -15.99 | -2.79 | -18.25 | -0.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.08 | -37.79 | -0.29 | | 2007 | | | -5.66 | 6.16 | -11.82 | | 2006 | | | 11.18 | 14.17 | -2.99 | | 2005 | | | 3.07 | 5.88 | -2.81 | | 2004 | | | 6.46 | 10.02 | -3.56 | | 2003 | | | 20.12 | 27.05 | -6.93 | | 2002 | | | -24.42 | -22.25 | -2.17 | | 2001 | | | -12.53 | -13.50 | 0.97 | | 2000 | | | -13.34 | -6.31 | -7.03 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 15.61 | 16.40 | N/A | | 2008 | -7.29 | -2.25 | -12.41 | -21.99 | | 2007 | -1.95 | 4.98 | -0.63 | -7.76 | | 2006 | 3.41 | -2.20 | 2.73 | 7.01 | | 2005 | -3.41 | 0.67 | 2.84 | 3.07 | | 2004 | 0.81 | 1.12 | -2.69 | 7.32 | | 2003 | -3.09 | 12.38 | 1.07 | 9.14 | | 2002 | -0.88 | -14.75 | -15.57 | 5.94 | | 2001 | -12.79 | 6.45 | -15.15 | 11.04 | | 2000 | 0.85 | -3.10 | -2.52 | -9.04 | | 1999 | N/A | N/A | N/A | 10.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 744 | 2013 | 36.96 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1086 | 2090 | 51.96 | | 6-Month | 1639 | 2049 | 79.99 | | 1-Year | 809 | 1999 | 40.47 | | 3-Year | 1229 | 1694 | 72.55 | | 5-Year | 1041 | 1352 | 77.00 |
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0.22% Nasdaq 
Performance
