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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.70% | | 5-Year Average Return: | -2.84% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 13.79% | |
Worst 1-Yr Total Return (2008): | -25.58% | |
Best 3-Yr Total Return (2004-6): | 11.50% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | -7.58% | | 3-Year: | -8.88% | | 5-Year: | -0.93% | | 10-Year: | 5.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFSLX | Category | Diff | Index* | Diff | | Year To Date | 5.70 | 24.03 | -18.33 | 24.07 | -18.37 | | 1-Month | 2.44 | 3.09 | -0.65 | 6.00 | -3.56 | | 3-Month | -0.72 | 0.88 | -1.6 | 7.91 | -8.63 | | 1-Year | 8.93 | 25.06 | -16.13 | 25.39 | -16.46 | | 3-Year | -10.55 | -14.98 | 4.43 | -5.79 | -4.76 | | 5-Year | -2.84 | -5.72 | 2.88 | 0.71 | -3.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.67 | 76.37 | -43.7 | 45.76 | -13.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.74 | -13.82 | 4.08 | -18.25 | 8.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFSLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.58 | -43.91 | 18.33 | | 2007 | | | -10.45 | -11.64 | 1.19 | | 2006 | | | 13.11 | 16.90 | -3.79 | | 2005 | | | 7.71 | 6.74 | 0.97 | | 2004 | | | 13.79 | 14.02 | -0.23 | | 2003 | | | 35.06 | 33.56 | 1.50 | | 2002 | | | -20.31 | -10.28 | -10.03 | | 2001 | | | -11.43 | -2.05 | -9.38 | | 2000 | | | 70.14 | 27.74 | 42.40 | | 1999 | | | -10.97 | -1.79 | -9.18 |
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| PAST QUARTERLY RETURNS (%) FOR
SFSLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.80 | 11.94 | 12.94 | N/A | | 2008 | -10.02 | -10.05 | 7.35 | -14.34 | | 2007 | -1.72 | 1.62 | -3.43 | -7.15 | | 2006 | 5.23 | -2.05 | 5.34 | 4.18 | | 2005 | -3.31 | 3.35 | 4.09 | 3.55 | | 2004 | 2.93 | -0.94 | 3.47 | 7.86 | | 2003 | -0.88 | 13.13 | 6.31 | 13.30 | | 2002 | 4.80 | -14.60 | -11.74 | 0.89 | | 2001 | -8.24 | 6.94 | -10.44 | 0.78 | | 2000 | -2.44 | 39.98 | 23.35 | 1.01 | | 1999 | N/A | N/A | N/A | 3.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 107 | 129 | 82.95 | | 1-Month | 23 | 129 | 17.83 | | 3-Month | 49 | 129 | 37.98 | | 6-Month | 119 | 129 | 92.25 | | 1-Year | 83 | 122 | 68.03 | | 3-Year | 23 | 107 | 21.50 | | 5-Year | 26 | 101 | 25.74 |
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0.20% Nasdaq 
Performance
