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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.18% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.59% | |
Worst 1-Yr Total Return (2008): | -39.24% | |
Best 3-Yr Total Return (2005-7): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -9.62% |
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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 | SLADX | Category | Diff | Index* | Diff | | Year To Date | 22.18 | 18.65 | 3.53 | 17.05 | 5.13 | | 1-Month | -1.55 | -2.18 | 0.63 | -1.86 | 0.31 | | 3-Month | 7.01 | 5.08 | 1.93 | 5.48 | 1.53 | | 1-Year | 11.96 | 11.86 | 0.1 | 9.80 | 2.16 | | 3-Year | -6.63 | -6.78 | 0.15 | -7.02 | 0.39 | | 5-Year | 1.29 | 0.49 | 0.8 | 0.33 | 0.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.55 | 45.26 | 12.29 | 45.76 | 11.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.68 | -15.99 | -1.69 | -18.25 | 0.57 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLADX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.24 | -37.79 | -1.45 | | 2007 | | | 5.11 | 6.16 | -1.05 | | 2006 | | | 15.59 | 14.17 | 1.42 | | 2005 | | | 10.19 | 5.88 | 4.31 | | 2004 | | | N/A | 10.02 | N/A | | 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
SLADX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.67 | 21.13 | 17.31 | N/A | | 2008 | -8.81 | -2.50 | -9.77 | -24.26 | | 2007 | 0.46 | 6.87 | -0.36 | -1.74 | | 2006 | 3.06 | 0.46 | 3.60 | 7.76 | | 2005 | 0.08 | 1.41 | 4.25 | 4.14 | | 2004 | N/A | N/A | -0.90 | 8.53 | | 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 | 422 | 2013 | 20.96 | | 1-Month | 865 | 2110 | 41.00 | | 3-Month | 355 | 2090 | 16.99 | | 6-Month | 286 | 2049 | 13.96 | | 1-Year | 558 | 1999 | 27.91 | | 3-Year | 628 | 1694 | 37.07 | | 5-Year | 300 | 1352 | 22.19 |
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0.34% Nasdaq 0.00%
Performance
