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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.35% | | 5-Year Average Return: | -1.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.47% | |
Worst 1-Yr Total Return (2008): | -42.69% | |
Best 3-Yr Total Return (2004-6): | 8.56% | |
Worst 3-Yr Total Return (2006-8): | -10.30% |
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| 1-Year: | -10.91% | | 3-Year: | -5.45% | | 5-Year: | -0.10% | | 10-Year: | -0.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLFBX | Category | Diff | Index* | Diff | | Year To Date | 19.35 | 21.65 | -2.3 | 17.05 | 2.3 | | 1-Month | -6.91 | -5.90 | -1.01 | -1.86 | -5.05 | | 3-Month | 0.15 | 2.07 | -1.92 | 5.48 | -5.33 | | 1-Year | 12.05 | 13.17 | -1.12 | 9.80 | 2.25 | | 3-Year | -8.94 | -7.45 | -1.49 | -7.02 | -1.92 | | 5-Year | -1.90 | 0.22 | -2.12 | 0.33 | -2.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.10 | 52.20 | -5.1 | 45.76 | 1.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.25 | -18.89 | -5.36 | -18.25 | -6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.69 | -41.55 | -1.14 | | 2007 | | | 5.40 | 7.59 | -2.19 | | 2006 | | | 19.47 | 10.81 | 8.66 | | 2005 | | | -4.58 | 6.02 | -10.60 | | 2004 | | | 12.22 | 12.41 | -0.19 | | 2003 | | | 35.89 | 45.54 | -9.65 | | 2002 | | | -27.63 | -27.88 | 0.25 | | 2001 | | | -9.38 | -8.91 | -0.47 | | 2000 | | | -14.89 | -3.85 | -11.04 | | 1999 | | | 12.46 | 64.77 | -52.31 |
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| PAST QUARTERLY RETURNS (%) FOR
SLFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.05 | 20.62 | 14.35 | N/A | | 2008 | -18.13 | 6.71 | -10.32 | -26.85 | | 2007 | 4.05 | 5.41 | 1.85 | -5.64 | | 2006 | 13.87 | -6.05 | 0.17 | 11.49 | | 2005 | -7.62 | 0.73 | 2.25 | 0.29 | | 2004 | 6.58 | -2.20 | -5.77 | 14.26 | | 2003 | -2.94 | 15.92 | 5.79 | 14.16 | | 2002 | 0.83 | -12.74 | -18.38 | 0.77 | | 2001 | -19.85 | 18.50 | -19.49 | 18.51 | | 2000 | 7.75 | -3.57 | -4.44 | -14.29 | | 1999 | N/A | N/A | N/A | 26.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 481 | 790 | 60.89 | | 1-Month | 713 | 820 | 86.95 | | 3-Month | 606 | 819 | 73.99 | | 6-Month | 680 | 800 | 85.00 | | 1-Year | 384 | 783 | 49.04 | | 3-Year | 421 | 669 | 62.93 | | 5-Year | 387 | 554 | 69.86 |
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0.01% Nasdaq 
0.22%
Performance
