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| Morningstar Return Rating: | | | Year to Date Return: | 18.08% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -17.45% | |
Worst 1-Yr Total Return (2008): | -49.65% | |
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 | SLDRX | Category | Diff | Index* | Diff | | Year To Date | 18.08 | 29.96 | -11.88 | 27.36 | -9.28 | | 1-Month | -3.49 | -1.74 | -1.75 | -1.25 | -2.24 | | 3-Month | 15.68 | 10.81 | 4.87 | 8.10 | 7.58 | | 1-Year | 7.89 | 21.38 | -13.49 | 27.71 | -19.82 | | 3-Year | N/A | -11.59 | N/A | -5.22 | N/A | | 5-Year | N/A | 2.36 | N/A | 5.10 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.44 | 75.03 | 4.41 | 59.35 | 20.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -33.70 | -15.39 | -18.31 | -14.95 | -18.75 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLDRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.65 | -46.63 | -3.02 | | 2007 | | | -17.45 | -7.68 | -9.77 | | 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
SLDRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -28.32 | 30.99 | 30.30 | N/A | | 2008 | -0.52 | -11.16 | -8.17 | -37.96 | | 2007 | 2.24 | -8.71 | 1.06 | -12.48 | | 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 | 147 | 154 | 95.45 | | 1-Month | 45 | 162 | 27.78 | | 3-Month | 39 | 159 | 24.53 | | 6-Month | 126 | 158 | 79.75 | | 1-Year | 116 | 151 | 76.82 | | 3-Year | | 78 | N/A | | 5-Year | | 26 | N/A |
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