|
| Morningstar Return Rating: | | | Year to Date Return: | 38.83% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -40.07% | |
Worst 1-Yr Total Return (2008): | -40.07% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFLNX | Category | Diff | Index* | Diff | | Year To Date | 38.83 | 21.73 | 17.1 | 24.07 | 14.76 | | 1-Month | 5.90 | 5.16 | 0.74 | 6.00 | -0.1 | | 3-Month | 3.99 | 6.45 | -2.46 | 7.91 | -3.92 | | 1-Year | 40.77 | 24.67 | 16.1 | 25.39 | 15.38 | | 3-Year | N/A | -7.33 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.27 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.87 | 47.53 | 28.34 | 45.76 | 30.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.93 | -16.99 | 10.06 | -18.25 | 11.32 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFLNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.07 | -37.09 | -2.98 | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SFLNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.57 | 27.44 | 26.21 | N/A | | 2008 | -10.05 | -6.42 | -6.26 | -24.05 | | 2007 | N/A | N/A | -0.28 | -4.26 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 64 | 1293 | 4.95 | | 1-Month | 883 | 1338 | 65.99 | | 3-Month | 1209 | 1329 | 90.97 | | 6-Month | 26 | 1320 | 1.97 | | 1-Year | 54 | 1280 | 4.22 | | 3-Year | | 1088 | N/A | | 5-Year | | 917 | N/A |
|
|
|
|
|
0.51% Nasdaq 
Performance
