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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.06% | | 5-Year Average Return: | -4.49% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.00% | |
Worst 1-Yr Total Return (2008): | -41.54% | |
Best 3-Yr Total Return (2004-6): | 10.11% | |
Worst 3-Yr Total Return (2006-8): | -14.11% |
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| 1-Year: | -16.67% | | 3-Year: | -14.19% | | 5-Year: | -4.38% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLEAX | Category | Diff | Index* | Diff | | Year To Date | 11.06 | 18.65 | -7.59 | 17.05 | -5.99 | | 1-Month | -1.99 | -2.18 | 0.19 | -1.86 | -0.13 | | 3-Month | 3.36 | 5.08 | -1.72 | 5.48 | -2.12 | | 1-Year | 1.84 | 11.86 | -10.02 | 9.80 | -7.96 | | 3-Year | -14.55 | -6.78 | -7.77 | -7.02 | -7.53 | | 5-Year | -4.49 | 0.49 | -4.98 | 0.33 | -4.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.16 | 45.26 | -12.1 | 45.76 | -12.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.76 | -15.99 | -6.77 | -18.25 | -4.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.54 | -37.79 | -3.75 | | 2007 | | | -6.56 | 6.16 | -12.72 | | 2006 | | | 16.00 | 14.17 | 1.83 | | 2005 | | | 6.76 | 5.88 | 0.88 | | 2004 | | | 7.80 | 10.02 | -2.22 | | 2003 | | | 22.81 | 27.05 | -4.24 | | 2002 | | | -18.75 | -22.25 | 3.50 | | 2001 | | | -14.47 | -13.50 | -0.97 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.48 | 12.47 | 11.31 | N/A | | 2008 | -10.15 | -9.16 | -5.51 | -24.19 | | 2007 | -0.44 | 7.34 | -1.24 | -11.47 | | 2006 | 3.90 | 0.23 | 5.85 | 5.23 | | 2005 | 0.59 | -0.81 | 3.99 | 2.90 | | 2004 | 0.38 | 2.24 | -2.31 | 7.53 | | 2003 | -2.90 | 11.64 | 1.69 | 11.42 | | 2002 | 0.74 | -12.13 | -14.92 | 7.89 | | 2001 | -14.47 | 2.96 | -11.03 | 9.16 | | 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 | 1811 | 2013 | 89.97 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 1588 | 2090 | 75.98 | | 6-Month | 1926 | 2049 | 94.00 | | 1-Year | 1502 | 1999 | 75.14 | | 3-Year | 1316 | 1694 | 77.69 | | 5-Year | 1062 | 1352 | 78.55 |
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0.92% Nasdaq 
0.04 (0.76%) 
Performance
