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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.78% | | 5-Year Average Return: | 1.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.93% | |
Worst 1-Yr Total Return (2008): | -37.06% | |
Best 3-Yr Total Return (2004-6): | 10.62% | |
Worst 3-Yr Total Return (2006-8): | -8.07% |
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| 1-Year: | -8.85% | | 3-Year: | -5.56% | | 5-Year: | 0.95% | | 10-Year: | 1.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLAAX | Category | Diff | Index* | Diff | | Year To Date | 19.78 | 18.65 | 1.13 | 17.05 | 2.73 | | 1-Month | -2.66 | -2.18 | -0.48 | -1.86 | -0.8 | | 3-Month | 4.61 | 5.08 | -0.47 | 5.48 | -0.87 | | 1-Year | 14.83 | 11.86 | 2.97 | 9.80 | 5.03 | | 3-Year | -5.48 | -6.78 | 1.3 | -7.02 | 1.54 | | 5-Year | 1.21 | 0.49 | 0.72 | 0.33 | 0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.20 | 45.26 | -0.06 | 45.76 | -0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.96 | -15.99 | 0.03 | -18.25 | 2.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.06 | -37.79 | 0.73 | | 2007 | | | 8.36 | 6.16 | 2.20 | | 2006 | | | 13.93 | 14.17 | -0.24 | | 2005 | | | 5.40 | 5.88 | -0.48 | | 2004 | | | 12.72 | 10.02 | 2.70 | | 2003 | | | N/A | 27.05 | N/A | | 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
SLAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.42 | 15.69 | 16.15 | N/A | | 2008 | -10.64 | -1.48 | -9.03 | -21.42 | | 2007 | 1.80 | 6.62 | 1.51 | -1.65 | | 2006 | 6.10 | -2.19 | 3.11 | 6.47 | | 2005 | -1.47 | 0.09 | 3.71 | 3.05 | | 2004 | 3.19 | 1.00 | -2.00 | 10.36 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 764 | 2013 | 37.95 | | 1-Month | 1498 | 2110 | 71.00 | | 3-Month | 1274 | 2090 | 60.96 | | 6-Month | 1065 | 2049 | 51.98 | | 1-Year | 431 | 1999 | 21.56 | | 3-Year | 373 | 1694 | 22.02 | | 5-Year | 323 | 1352 | 23.89 |
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0.50% Nasdaq 0.00%
Performance
