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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.37% | | 5-Year Average Return: | 1.22% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.13% | |
Worst 1-Yr Total Return (2008): | -22.77% | |
Best 3-Yr Total Return (2005-7): | 4.37% | |
Worst 3-Yr Total Return (2006-8): | -5.00% |
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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 | SFEOX | Category | Diff | Index* | Diff | | Year To Date | 17.37 | 31.59 | -14.22 | 24.07 | -6.7 | | 1-Month | -1.52 | 4.49 | -6.01 | 6.00 | -7.52 | | 3-Month | 2.19 | 6.16 | -3.97 | 7.91 | -5.72 | | 1-Year | 22.44 | 35.24 | -12.8 | 25.39 | -2.95 | | 3-Year | -2.06 | -5.04 | 2.98 | -5.79 | 3.73 | | 5-Year | 1.22 | 1.47 | -0.25 | 0.71 | 0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.54 | 48.99 | -15.45 | 45.76 | -12.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.60 | -20.53 | 19.93 | -18.25 | 17.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFEOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.77 | -43.77 | 21.00 | | 2007 | | | 4.61 | 15.09 | -10.48 | | 2006 | | | 6.13 | 9.00 | -2.87 | | 2005 | | | 2.40 | 9.84 | -7.44 | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFEOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.68 | 13.14 | 15.12 | N/A | | 2008 | -10.07 | 0.50 | -7.34 | -7.78 | | 2007 | -2.01 | 5.53 | 3.38 | -2.14 | | 2006 | 6.70 | -1.59 | -4.22 | 5.54 | | 2005 | -5.16 | 2.07 | 5.43 | 0.34 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 0 | 827 | 0.00 | | 1-Month | 0 | 881 | 0.00 | | 3-Month | 0 | 879 | 0.00 | | 6-Month | 844 | 862 | 97.91 | | 1-Year | | 825 | N/A | | 3-Year | | 734 | N/A | | 5-Year | | 632 | N/A |
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0.20% Nasdaq 
Performance
