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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.11% | | 5-Year Average Return: | 0.71% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 37.35% | |
Worst 1-Yr Total Return (2008): | -50.76% | |
Best 3-Yr Total Return (2005-7): | 15.82% | |
Worst 3-Yr Total Return (2006-8): | -13.96% |
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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 | SLCGX | Category | Diff | Index* | Diff | | Year To Date | 32.11 | 31.20 | 0.91 | 24.07 | 8.04 | | 1-Month | 6.97 | 5.67 | 1.3 | 6.00 | 0.97 | | 3-Month | 11.15 | 8.18 | 2.97 | 7.91 | 3.24 | | 1-Year | 32.31 | 34.04 | -1.73 | 25.39 | 6.92 | | 3-Year | -4.14 | -3.89 | -0.25 | -5.79 | 1.65 | | 5-Year | 0.71 | 1.25 | -0.54 | 0.71 | 0 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.92 | 43.84 | -6.92 | 45.76 | -8.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.47 | -18.03 | -10.44 | -18.25 | -10.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.76 | -40.67 | -10.09 | | 2007 | | | 37.35 | 13.35 | 24.00 | | 2006 | | | -5.83 | 7.05 | -12.88 | | 2005 | | | 20.13 | 6.71 | 13.42 | | 2004 | | | 1.42 | 7.81 | -6.39 | | 2003 | | | 24.95 | 28.66 | -3.71 | | 2002 | | | -30.92 | -27.64 | -3.28 | | 2001 | | | -28.23 | -22.30 | -5.93 | | 2000 | | | -21.58 | -13.05 | -8.53 | | 1999 | | | 34.18 | 38.87 | -4.69 |
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| PAST QUARTERLY RETURNS (%) FOR
SLCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.39 | 11.17 | 13.36 | N/A | | 2008 | -17.89 | 8.15 | -24.16 | -26.88 | | 2007 | 2.54 | 7.95 | 11.01 | 11.78 | | 2006 | 0.98 | -10.03 | -1.96 | 5.72 | | 2005 | -5.09 | 6.14 | 9.52 | 8.89 | | 2004 | -2.17 | -0.38 | -7.14 | 12.07 | | 2003 | -1.12 | 13.80 | 0.66 | 10.31 | | 2002 | -0.32 | -20.27 | -17.06 | 4.80 | | 2001 | -23.34 | 6.27 | -24.39 | 16.52 | | 2000 | 5.57 | -3.18 | -5.23 | -19.05 | | 1999 | N/A | N/A | N/A | 25.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 854 | 1818 | 46.97 | | 1-Month | 1772 | 1906 | 92.97 | | 3-Month | 514 | 1904 | 27.00 | | 6-Month | 1175 | 1866 | 62.97 | | 1-Year | 948 | 1815 | 52.23 | | 3-Year | 723 | 1537 | 47.04 | | 5-Year | 665 | 1273 | 52.24 |
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0.31% Nasdaq 0.00%
0.06 (0.41%) 
Performance
