|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.86% | | 5-Year Average Return: | 1.23% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.67% | |
Worst 1-Yr Total Return (2008): | -34.37% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -5.00% | | 3-Year: | -1.71% | | 5-Year: | 1.82% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGLFX | Category | Diff | Index* | Diff | | Year To Date | 14.86 | 24.15 | -9.29 | 17.05 | -2.19 | | 1-Month | -0.84 | -2.25 | 1.41 | -1.86 | 1.02 | | 3-Month | 2.61 | 4.52 | -1.91 | 5.48 | -2.87 | | 1-Year | 12.00 | 15.35 | -3.35 | 9.80 | 2.2 | | 3-Year | -3.10 | -4.95 | 1.85 | -7.02 | 3.92 | | 5-Year | 1.23 | 0.99 | 0.24 | 0.33 | 0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.21 | 42.81 | -13.6 | 45.76 | -16.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.23 | -17.14 | -2.09 | -18.25 | -0.98 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGLFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.37 | -40.67 | 6.30 | | 2007 | | | 16.67 | 13.35 | 3.32 | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SGLFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.02 | 9.26 | 10.45 | N/A | | 2008 | -7.27 | 6.21 | -19.56 | -17.15 | | 2007 | 2.35 | 6.18 | 7.57 | -0.21 | | 2006 | N/A | -2.67 | -2.27 | 7.07 | | 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 | 1603 | 1802 | 88.96 | | 1-Month | 756 | 1890 | 40.00 | | 3-Month | 1695 | 1884 | 89.97 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 1218 | 1797 | 67.78 | | 3-Year | 277 | 1518 | 18.25 | | 5-Year | | 1251 | N/A |
|
|
|
|
|
0.22% Nasdaq 
0.06 (0.59%) 
Performance
