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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.57% | | 5-Year Average Return: | -1.95% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.42% | |
Worst 1-Yr Total Return (2008): | -42.31% | |
Best 3-Yr Total Return (2004-6): | 9.38% | |
Worst 3-Yr Total Return (2006-8): | -9.64% |
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| 1-Year: | -10.91% | | 3-Year: | -5.97% | | 5-Year: | -0.26% | | 10-Year: | -0.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLFRX | Category | Diff | Index* | Diff | | Year To Date | 23.57 | 25.65 | -2.08 | 24.07 | -0.5 | | 1-Month | 2.80 | 3.38 | -0.58 | 6.00 | -3.2 | | 3-Month | 3.05 | 3.71 | -0.66 | 7.91 | -4.86 | | 1-Year | 25.60 | 31.83 | -6.23 | 25.39 | 0.21 | | 3-Year | -8.61 | -7.28 | -1.33 | -5.79 | -2.82 | | 5-Year | -1.95 | -0.38 | -1.57 | 0.71 | -2.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.82 | 53.06 | -5.24 | 45.76 | 2.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.67 | -19.68 | -3.99 | -18.25 | -5.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.31 | -41.55 | -0.76 | | 2007 | | | 6.20 | 7.59 | -1.39 | | 2006 | | | 20.42 | 10.81 | 9.61 | | 2005 | | | -3.91 | 6.02 | -9.93 | | 2004 | | | 13.09 | 12.41 | 0.68 | | 2003 | | | 37.01 | 45.54 | -8.53 | | 2002 | | | -27.07 | -27.88 | 0.81 | | 2001 | | | -8.72 | -8.91 | 0.19 | | 2000 | | | -14.19 | -3.85 | -10.34 | | 1999 | | | 13.28 | 64.77 | -51.49 |
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| PAST QUARTERLY RETURNS (%) FOR
SLFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.73 | 20.88 | 14.42 | N/A | | 2008 | -17.99 | 6.90 | -10.21 | -26.72 | | 2007 | 4.27 | 5.68 | 1.97 | -5.49 | | 2006 | 14.14 | -5.91 | 0.45 | 11.63 | | 2005 | -7.49 | 0.96 | 2.38 | 0.49 | | 2004 | 6.71 | -1.97 | -5.61 | 14.53 | | 2003 | -2.76 | 16.19 | 6.00 | 14.40 | | 2002 | 1.01 | -12.53 | -18.22 | 0.93 | | 2001 | -19.66 | 18.67 | -19.34 | 18.71 | | 2000 | 8.04 | -3.42 | -4.28 | -14.08 | | 1999 | N/A | N/A | N/A | 26.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 440 | 786 | 55.98 | | 1-Month | 440 | 816 | 53.92 | | 3-Month | 627 | 815 | 76.93 | | 6-Month | 673 | 802 | 83.92 | | 1-Year | 441 | 781 | 56.47 | | 3-Year | 388 | 667 | 58.17 | | 5-Year | 337 | 563 | 59.86 |
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0.51% Nasdaq 
Performance
