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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.86% | | 5-Year Average Return: | -0.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.21% | |
Worst 1-Yr Total Return (2008): | -37.39% | |
Best 3-Yr Total Return (2004-6): | 9.97% | |
Worst 3-Yr Total Return (2006-8): | -8.85% |
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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 | SFXIX | Category | Diff | Index* | Diff | | Year To Date | 16.86 | 18.65 | -1.79 | 17.05 | -0.19 | | 1-Month | -1.86 | -2.18 | 0.32 | -1.86 | 0 | | 3-Month | 5.47 | 5.08 | 0.39 | 5.48 | -0.01 | | 1-Year | 9.50 | 11.86 | -2.36 | 9.80 | -0.3 | | 3-Year | -7.44 | -6.78 | -0.66 | -7.02 | -0.42 | | 5-Year | -0.13 | 0.49 | -0.62 | 0.33 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.57 | 45.26 | 0.31 | 45.76 | -0.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.62 | -15.99 | -2.63 | -18.25 | -0.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFXIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.39 | -37.79 | 0.40 | | 2007 | | | 4.99 | 6.16 | -1.17 | | 2006 | | | 15.21 | 14.17 | 1.04 | | 2005 | | | 4.38 | 5.88 | -1.50 | | 2004 | | | 10.59 | 10.02 | 0.57 | | 2003 | | | 28.08 | 27.05 | 1.03 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFXIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.95 | 15.78 | 15.49 | N/A | | 2008 | -9.53 | -2.88 | -8.60 | -22.04 | | 2007 | 0.46 | 6.18 | 1.91 | -3.42 | | 2006 | 4.00 | -1.52 | 5.56 | 6.56 | | 2005 | -2.28 | 1.22 | 3.51 | 1.94 | | 2004 | 1.66 | 1.63 | -1.95 | 9.17 | | 2003 | -3.45 | 15.40 | 2.56 | 12.09 | | 2002 | N/A | -13.61 | -17.09 | 8.31 | | 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 | 1147 | 2013 | 56.98 | | 1-Month | 464 | 2110 | 21.99 | | 3-Month | 794 | 2090 | 37.99 | | 6-Month | 942 | 2049 | 45.97 | | 1-Year | 980 | 1999 | 49.02 | | 3-Year | 824 | 1694 | 48.64 | | 5-Year | 686 | 1352 | 50.74 |
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0.22% Nasdaq 
Performance
