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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.89% | | 5-Year Average Return: | 0.79% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.70% | |
Worst 1-Yr Total Return (2008): | -40.15% | |
Best 3-Yr Total Return (2004-6): | 15.35% | |
Worst 3-Yr Total Return (2006-8): | -13.82% |
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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 | SKSEX | Category | Diff | Index* | Diff | | Year To Date | 41.89 | 22.92 | 18.97 | 24.07 | 17.82 | | 1-Month | 2.73 | 2.83 | -0.1 | 6.00 | -3.27 | | 3-Month | 2.93 | 2.63 | 0.3 | 7.91 | -4.98 | | 1-Year | 54.64 | 29.66 | 24.98 | 25.39 | 29.25 | | 3-Year | -8.13 | -8.12 | -0.01 | -5.79 | -2.34 | | 5-Year | 0.79 | -0.18 | 0.97 | 0.71 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.77 | 63.44 | 19.33 | 45.76 | 37.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.92 | -16.13 | 7.21 | -18.25 | 9.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SKSEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.15 | -32.24 | -7.91 | | 2007 | | | -9.91 | -6.08 | -3.83 | | 2006 | | | 18.70 | 16.27 | 2.43 | | 2005 | | | 10.88 | 6.40 | 4.48 | | 2004 | | | 16.61 | 21.14 | -4.53 | | 2003 | | | 40.73 | 42.38 | -1.65 | | 2002 | | | -7.29 | -10.12 | 2.83 | | 2001 | | | 13.92 | 15.92 | -2.00 | | 2000 | | | 24.21 | 18.64 | 5.57 | | 1999 | | | -13.30 | 6.78 | -20.08 |
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| PAST QUARTERLY RETURNS (%) FOR
SKSEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.27 | 33.86 | 23.32 | N/A | | 2008 | -11.11 | -1.90 | -4.58 | -28.08 | | 2007 | 1.39 | 5.84 | -6.92 | -9.81 | | 2006 | 12.70 | -3.87 | 0.83 | 8.66 | | 2005 | -1.19 | 3.67 | 5.59 | 2.50 | | 2004 | 6.08 | -0.98 | -0.99 | 12.13 | | 2003 | -6.23 | 21.93 | 7.21 | 14.81 | | 2002 | 11.87 | -1.39 | -20.91 | 6.27 | | 2001 | -0.86 | 13.38 | -15.77 | 20.32 | | 2000 | 3.77 | 3.76 | 8.18 | 6.64 | | 1999 | N/A | N/A | N/A | -2.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 361 | 8.86 | | 1-Month | 3 | 380 | 0.79 | | 3-Month | 79 | 377 | 20.95 | | 6-Month | 47 | 368 | 12.77 | | 1-Year | 21 | 358 | 5.87 | | 3-Year | 123 | 293 | 41.98 | | 5-Year | 63 | 233 | 27.04 |
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0.01% Nasdaq 
Performance
