|
| Morningstar Return Rating: | Low | | Year to Date Return: | 31.39% | | 5-Year Average Return: | -5.85% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.64% | |
Worst 1-Yr Total Return (2008): | -51.60% | |
Best 3-Yr Total Return (2004-6): | 11.10% | |
Worst 3-Yr Total Return (2006-8): | -19.55% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLCVX | Category | Diff | Index* | Diff | | Year To Date | 31.39 | 21.73 | 9.66 | 24.07 | 7.32 | | 1-Month | 2.75 | 5.16 | -2.41 | 6.00 | -3.25 | | 3-Month | 4.63 | 6.45 | -1.82 | 7.91 | -3.28 | | 1-Year | 31.71 | 24.67 | 7.04 | 25.39 | 6.32 | | 3-Year | -16.02 | -7.33 | -8.69 | -5.79 | -10.23 | | 5-Year | -5.85 | 0.27 | -6.12 | 0.71 | -6.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.81 | 47.53 | 0.28 | 45.76 | 2.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.14 | -16.99 | -1.15 | -18.25 | 0.11 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLCVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.60 | -37.09 | -14.51 | | 2007 | | | -9.34 | 1.42 | -10.76 | | 2006 | | | 18.64 | 18.15 | 0.49 | | 2005 | | | 5.91 | 5.95 | -0.04 | | 2004 | | | 9.13 | 12.97 | -3.84 | | 2003 | | | 31.86 | 28.44 | 3.42 | | 2002 | | | -28.72 | -18.69 | -10.03 | | 2001 | | | -3.97 | -4.99 | 1.02 | | 2000 | | | 11.33 | 7.87 | 3.46 | | 1999 | | | 1.12 | 6.72 | -5.60 |
|
| PAST QUARTERLY RETURNS (%) FOR
SLCVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.15 | 17.77 | 14.98 | N/A | | 2008 | -17.18 | -10.13 | -14.42 | -24.01 | | 2007 | -2.01 | 5.56 | -2.20 | -10.38 | | 2006 | 4.74 | -1.41 | 5.97 | 8.41 | | 2005 | -0.78 | 0.62 | 3.58 | 2.43 | | 2004 | 1.34 | 2.10 | -1.24 | 6.79 | | 2003 | -2.73 | 15.92 | 3.20 | 13.31 | | 2002 | -1.43 | -15.90 | -20.84 | 8.63 | | 2001 | -0.90 | 2.73 | -9.45 | 4.17 | | 2000 | -2.17 | -1.00 | 3.63 | 10.91 | | 1999 | N/A | N/A | N/A | 2.02 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 116 | 1293 | 8.97 | | 1-Month | 816 | 1338 | 60.99 | | 3-Month | 1129 | 1329 | 84.95 | | 6-Month | 1214 | 1320 | 91.97 | | 1-Year | 134 | 1280 | 10.47 | | 3-Year | 921 | 1088 | 84.65 | | 5-Year | 768 | 917 | 83.75 |
|
|
|
|
|
0.13% Nasdaq 
Performance
