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| Morningstar Return Rating: | | | Year to Date Return: | 24.40% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -17.08% | |
Worst 1-Yr Total Return (2008): | -49.36% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SLDIX | Category | Diff | Index* | Diff | | Year To Date | 24.40 | 33.38 | -8.98 | 29.91 | -5.51 | | 1-Month | 4.80 | 2.58 | 2.22 | 2.00 | 2.8 | | 3-Month | 8.05 | 6.33 | 1.72 | 4.58 | 3.47 | | 1-Year | 38.44 | 43.28 | -4.84 | 37.72 | 0.72 | | 3-Year | N/A | -12.12 | N/A | -5.52 | N/A | | 5-Year | N/A | 1.63 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.89 | 77.55 | 3.34 | 59.35 | 21.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.34 | -16.08 | -17.26 | -14.95 | -18.39 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLDIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.36 | -46.63 | -2.73 | | 2007 | | | -17.08 | -7.68 | -9.40 | | 2006 | | | N/A | 39.00 | N/A | | 2005 | | | N/A | 13.40 | N/A | | 2004 | | | N/A | 35.79 | N/A | | 2003 | | | N/A | 41.26 | N/A | | 2002 | | | N/A | 5.60 | N/A | | 2001 | | | N/A | 7.01 | N/A | | 2000 | | | N/A | 19.66 | N/A | | 1999 | | | N/A | -0.11 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLDIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -28.32 | 31.79 | 30.57 | N/A | | 2008 | -0.35 | -10.99 | -7.98 | -37.96 | | 2007 | 2.24 | -8.64 | 1.21 | -12.30 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 141 | 151 | 93.38 | | 1-Month | 98 | 159 | 61.64 | | 3-Month | 27 | 159 | 16.98 | | 6-Month | 23 | 155 | 14.84 | | 1-Year | 114 | 149 | 76.51 | | 3-Year | | 83 | N/A | | 5-Year | | 26 | N/A |
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