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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.46% | | 5-Year Average Return: | -1.83% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.47% | |
Worst 1-Yr Total Return (2008): | -42.55% | |
Best 3-Yr Total Return (2004-6): | 8.55% | |
Worst 3-Yr Total Return (2006-8): | -10.20% |
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| 1-Year: | -7.13% | | 3-Year: | -4.67% | | 5-Year: | 0.30% | | 10-Year: | -0.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLFCX | Category | Diff | Index* | Diff | | Year To Date | 19.46 | 21.65 | -2.19 | 17.05 | 2.41 | | 1-Month | -6.88 | -5.90 | -0.98 | -1.86 | -5.02 | | 3-Month | 0.00 | 2.07 | -2.07 | 5.48 | -5.48 | | 1-Year | 11.99 | 13.17 | -1.18 | 9.80 | 2.19 | | 3-Year | -8.80 | -7.45 | -1.35 | -7.02 | -1.78 | | 5-Year | -1.83 | 0.22 | -2.05 | 0.33 | -2.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.11 | 52.20 | -5.09 | 45.76 | 1.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.14 | -18.89 | -5.25 | -18.25 | -5.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.55 | -41.55 | -1.00 | | 2007 | | | 5.51 | 7.59 | -2.08 | | 2006 | | | 19.47 | 10.81 | 8.66 | | 2005 | | | -4.59 | 6.02 | -10.61 | | 2004 | | | 12.22 | 12.41 | -0.19 | | 2003 | | | 36.06 | 45.54 | -9.48 | | 2002 | | | -27.66 | -27.88 | 0.22 | | 2001 | | | -9.46 | -8.91 | -0.55 | | 2000 | | | -14.91 | -3.85 | -11.06 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.85 | 20.50 | 14.29 | N/A | | 2008 | -17.91 | 6.81 | -10.39 | -26.88 | | 2007 | 4.14 | 5.41 | 1.84 | -5.62 | | 2006 | 13.96 | -6.12 | 0.26 | 11.39 | | 2005 | -7.62 | 0.73 | 2.25 | 0.29 | | 2004 | 6.58 | -2.20 | -5.95 | 14.48 | | 2003 | -2.94 | 15.94 | 5.91 | 14.16 | | 2002 | 0.83 | -12.75 | -18.40 | 0.77 | | 2001 | -19.85 | 18.39 | -19.42 | 18.40 | | 2000 | 7.81 | -3.62 | -4.44 | -14.31 | | 1999 | N/A | N/A | N/A | 26.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 474 | 790 | 60.00 | | 1-Month | 705 | 820 | 85.98 | | 3-Month | 606 | 819 | 73.99 | | 6-Month | 680 | 800 | 85.00 | | 1-Year | 378 | 783 | 48.28 | | 3-Year | 409 | 669 | 61.14 | | 5-Year | 378 | 554 | 68.23 |
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0.22% Nasdaq 
Performance
