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| Morningstar Return Rating: | Above average | | Year to Date Return: | 61.96% | | 5-Year Average Return: | 10.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 57.19% | |
Worst 1-Yr Total Return (2008): | -53.24% | |
Best 3-Yr Total Return (2004-6): | 34.84% | |
Worst 3-Yr Total Return (2006-8): | -13.20% |
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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 | SGLSX | Category | Diff | Index* | Diff | | Year To Date | 61.96 | 38.58 | 23.38 | 24.07 | 37.89 | | 1-Month | 3.38 | 2.83 | 0.55 | 6.00 | -2.62 | | 3-Month | 16.26 | 11.13 | 5.13 | 7.91 | 8.35 | | 1-Year | 52.87 | 34.24 | 18.63 | 25.39 | 27.48 | | 3-Year | -1.65 | -2.39 | 0.74 | -5.79 | 4.14 | | 5-Year | 10.02 | 8.97 | 1.05 | 0.71 | 9.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 76.75 | 53.32 | 23.43 | 45.76 | 30.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.20 | -32.18 | -10.02 | -18.25 | -23.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGLSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.24 | -51.12 | -2.12 | | 2007 | | | 32.74 | 42.09 | -9.35 | | 2006 | | | 5.35 | 12.05 | -6.70 | | 2005 | | | 57.19 | 46.33 | 10.86 | | 2004 | | | 48.03 | 33.42 | 14.61 | | 2003 | | | 60.73 | 32.28 | 28.45 | | 2002 | | | 5.75 | -11.49 | 17.24 | | 2001 | | | -2.50 | -13.13 | 10.63 | | 2000 | | | 84.76 | 45.89 | 38.87 | | 1999 | | | 15.76 | 32.83 | -17.07 |
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| PAST QUARTERLY RETURNS (%) FOR
SGLSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.05 | 32.42 | 27.13 | N/A | | 2008 | 0.30 | 45.60 | -44.52 | -42.29 | | 2007 | 2.03 | 13.03 | -0.09 | 15.20 | | 2006 | 10.33 | 3.97 | -14.34 | 7.21 | | 2005 | 14.36 | 4.68 | 32.87 | -1.18 | | 2004 | 9.32 | 7.48 | 12.34 | 12.15 | | 2003 | -1.53 | 22.55 | 5.47 | 26.28 | | 2002 | 12.55 | -0.72 | -14.76 | 11.03 | | 2001 | -0.70 | 3.27 | -16.99 | 14.53 | | 2000 | 15.75 | 27.29 | 14.64 | 9.38 | | 1999 | N/A | N/A | N/A | -13.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 2 | 79 | 2.53 | | 1-Month | 2 | 79 | 2.53 | | 3-Month | 1 | 79 | 1.27 | | 6-Month | 0 | 79 | 0.00 | | 1-Year | 1 | 72 | 1.39 | | 3-Year | 23 | 65 | 35.38 | | 5-Year | 8 | 45 | 17.78 |
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0.02% Nasdaq 
Performance
