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| Morningstar Return Rating: | Average | | Year to Date Return: | 25.32% | | 5-Year Average Return: | 0.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.35% | |
Worst 1-Yr Total Return (2008): | -37.41% | |
Best 3-Yr Total Return (2004-6): | 10.11% | |
Worst 3-Yr Total Return (2006-8): | -8.54% |
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| 1-Year: | -7.41% | | 3-Year: | -4.93% | | 5-Year: | 1.45% | | 10-Year: | 1.91% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLABX | Category | Diff | Index* | Diff | | Year To Date | 25.32 | 25.10 | 0.22 | 24.07 | 1.25 | | 1-Month | 4.81 | 5.28 | -0.47 | 6.00 | -1.19 | | 3-Month | 6.62 | 7.01 | -0.39 | 7.91 | -1.29 | | 1-Year | 29.32 | 28.01 | 1.31 | 25.39 | 3.93 | | 3-Year | -5.05 | -5.87 | 0.82 | -5.79 | 0.74 | | 5-Year | 0.79 | 0.64 | 0.15 | 0.71 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.70 | 46.08 | -1.38 | 45.76 | -1.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.36 | -17.41 | 1.05 | -18.25 | 1.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.41 | -37.79 | 0.38 | | 2007 | | | 7.85 | 6.16 | 1.69 | | 2006 | | | 13.35 | 14.17 | -0.82 | | 2005 | | | 5.01 | 5.88 | -0.87 | | 2004 | | | 12.17 | 10.02 | 2.15 | | 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
SLABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.50 | 15.69 | 15.94 | N/A | | 2008 | -10.69 | -1.62 | -9.17 | -21.58 | | 2007 | 1.66 | 6.54 | 1.39 | -1.79 | | 2006 | 6.00 | -2.38 | 3.03 | 6.32 | | 2005 | -1.59 | 0.09 | 3.46 | 3.04 | | 2004 | 3.10 | 0.87 | -2.21 | 10.29 | | 2003 | N/A | 13.89 | 3.60 | 12.25 | | 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 | 848 | 2021 | 41.96 | | 1-Month | 1394 | 2113 | 65.97 | | 3-Month | 1421 | 2091 | 67.96 | | 6-Month | 1093 | 2064 | 52.96 | | 1-Year | 680 | 2011 | 33.81 | | 3-Year | 478 | 1707 | 28.00 | | 5-Year | 481 | 1360 | 35.37 |
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0.20% Nasdaq 0.00%
Performance
