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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.43% | | 5-Year Average Return: | -4.88% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.47% | |
Worst 1-Yr Total Return (2008): | -41.77% | |
Best 3-Yr Total Return (2004-6): | 9.66% | |
Worst 3-Yr Total Return (2006-8): | -14.46% |
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| 1-Year: | -16.95% | | 3-Year: | -14.34% | | 5-Year: | -4.47% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLEBX | Category | Diff | Index* | Diff | | Year To Date | 10.43 | 18.65 | -8.22 | 17.05 | -6.62 | | 1-Month | -2.21 | -2.18 | -0.03 | -1.86 | -0.35 | | 3-Month | 3.18 | 5.08 | -1.9 | 5.48 | -2.3 | | 1-Year | 1.23 | 11.86 | -10.63 | 9.80 | -8.57 | | 3-Year | -14.96 | -6.78 | -8.18 | -7.02 | -7.94 | | 5-Year | -4.88 | 0.49 | -5.37 | 0.33 | -5.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.80 | 45.26 | -12.46 | 45.76 | -12.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.13 | -15.99 | -7.14 | -18.25 | -4.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.77 | -37.79 | -3.98 | | 2007 | | | -6.91 | 6.16 | -13.07 | | 2006 | | | 15.47 | 14.17 | 1.30 | | 2005 | | | 6.42 | 5.88 | 0.54 | | 2004 | | | 7.32 | 10.02 | -2.70 | | 2003 | | | 22.57 | 27.05 | -4.48 | | 2002 | | | -19.15 | -22.25 | 3.10 | | 2001 | | | -14.89 | -13.50 | -1.39 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.52 | 12.28 | 11.16 | N/A | | 2008 | -10.22 | -9.37 | -5.56 | -24.23 | | 2007 | -0.56 | 7.29 | -1.36 | -11.54 | | 2006 | 3.80 | 0.00 | 5.79 | 5.16 | | 2005 | 0.47 | -0.82 | 3.78 | 2.91 | | 2004 | 0.25 | 2.13 | -2.45 | 7.46 | | 2003 | -3.07 | 11.57 | 1.85 | 11.28 | | 2002 | 0.74 | -12.32 | -15.03 | 7.71 | | 2001 | -14.57 | 2.97 | -11.28 | 9.07 | | 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 | 1831 | 2013 | 90.96 | | 1-Month | 991 | 2110 | 46.97 | | 3-Month | 1755 | 2090 | 83.97 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1514 | 1999 | 75.74 | | 3-Year | 1320 | 1694 | 77.92 | | 5-Year | 1068 | 1352 | 78.99 |
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0.22% Nasdaq 
Performance
