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| Morningstar Return Rating: | Average | | Year to Date Return: | 33.88% | | 5-Year Average Return: | -0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.92% | |
Worst 1-Yr Total Return (2008): | -48.86% | |
Best 3-Yr Total Return (2005-7): | 9.99% | |
Worst 3-Yr Total Return (2006-8): | -14.97% |
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| 1-Year: | -3.77% | | 3-Year: | -5.10% | | 5-Year: | 0.94% | | 10-Year: | 1.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLCBX | Category | Diff | Index* | Diff | | Year To Date | 33.88 | 25.80 | 8.08 | 17.05 | 16.83 | | 1-Month | -6.15 | -4.37 | -1.78 | -1.86 | -4.29 | | 3-Month | 3.24 | 4.09 | -0.85 | 5.48 | -2.24 | | 1-Year | 22.78 | 16.23 | 6.55 | 9.80 | 12.98 | | 3-Year | -6.72 | -5.36 | -1.36 | -7.02 | 0.3 | | 5-Year | -0.39 | 1.68 | -2.07 | 0.33 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.42 | 47.87 | 10.55 | 45.76 | 12.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.25 | -19.87 | -1.38 | -18.25 | -3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.86 | -43.77 | -5.09 | | 2007 | | | 14.92 | 15.09 | -0.17 | | 2006 | | | 4.60 | 9.00 | -4.40 | | 2005 | | | 10.69 | 9.84 | 0.85 | | 2004 | | | 7.27 | 13.23 | -5.96 | | 2003 | | | 33.81 | 35.96 | -2.15 | | 2002 | | | -33.86 | -27.24 | -6.62 | | 2001 | | | -15.67 | -19.98 | 4.31 | | 2000 | | | 6.99 | -4.78 | 11.77 | | 1999 | | | 49.51 | 60.49 | -10.98 |
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| PAST QUARTERLY RETURNS (%) FOR
SLCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.00 | 19.65 | 20.43 | N/A | | 2008 | -13.17 | 13.66 | -26.98 | -29.03 | | 2007 | 6.01 | 8.15 | 7.02 | -6.34 | | 2006 | 6.23 | -7.45 | 1.26 | 5.08 | | 2005 | -0.50 | 2.69 | 6.39 | 1.83 | | 2004 | 5.67 | 0.38 | -8.05 | 9.98 | | 2003 | -4.01 | 13.85 | 7.02 | 14.42 | | 2002 | -5.60 | -18.25 | -20.34 | 7.58 | | 2001 | -22.24 | 22.41 | -29.69 | 26.01 | | 2000 | 22.05 | 5.45 | 12.75 | -26.27 | | 1999 | N/A | N/A | N/A | 42.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 848 | 19.93 | | 1-Month | 837 | 901 | 92.90 | | 3-Month | 763 | 898 | 84.97 | | 6-Month | 243 | 868 | 28.00 | | 1-Year | 175 | 847 | 20.66 | | 3-Year | 422 | 749 | 56.34 | | 5-Year | 396 | 636 | 62.26 |
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0.18% Nasdaq 
0.42%
Performance
