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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.85% | | 5-Year Average Return: | -0.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 35.97% | |
Worst 1-Yr Total Return (2008): | -51.24% | |
Best 3-Yr Total Return (2005-7): | 14.66% | |
Worst 3-Yr Total Return (2006-8): | -14.80% |
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| 1-Year: | -10.06% | | 3-Year: | -4.51% | | 5-Year: | 0.47% | | 10-Year: | -6.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLGCX | Category | Diff | Index* | Diff | | Year To Date | 30.85 | 31.20 | -0.35 | 24.07 | 6.78 | | 1-Month | 6.86 | 5.67 | 1.19 | 6.00 | 0.86 | | 3-Month | 10.81 | 8.18 | 2.63 | 7.91 | 2.9 | | 1-Year | 30.86 | 34.04 | -3.18 | 25.39 | 5.47 | | 3-Year | -5.10 | -3.89 | -1.21 | -5.79 | 0.69 | | 5-Year | -0.29 | 1.25 | -1.54 | 0.71 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.00 | 43.84 | -7.84 | 45.76 | -9.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.12 | -18.03 | -11.09 | -18.25 | -10.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.24 | -40.67 | -10.57 | | 2007 | | | 35.97 | 13.35 | 22.62 | | 2006 | | | -6.71 | 7.05 | -13.76 | | 2005 | | | 18.84 | 6.71 | 12.13 | | 2004 | | | 0.39 | 7.81 | -7.42 | | 2003 | | | 23.81 | 28.66 | -4.85 | | 2002 | | | -31.72 | -27.64 | -4.08 | | 2001 | | | -28.58 | -22.30 | -6.28 | | 2000 | | | -22.27 | -13.05 | -9.22 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.64 | 10.92 | 13.03 | N/A | | 2008 | -18.10 | 7.92 | -24.35 | -27.07 | | 2007 | 2.26 | 7.72 | 10.76 | 11.45 | | 2006 | 0.72 | -10.19 | -2.18 | 5.43 | | 2005 | -5.39 | 5.95 | 9.20 | 8.57 | | 2004 | -2.51 | -0.56 | -7.37 | 11.80 | | 2003 | -1.36 | 13.60 | 0.35 | 10.11 | | 2002 | -0.60 | -20.49 | -17.30 | 4.47 | | 2001 | -23.49 | 6.05 | -24.58 | 16.69 | | 2000 | 5.31 | -3.34 | -5.47 | -19.22 | | 1999 | N/A | N/A | N/A | 24.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 999 | 1818 | 54.95 | | 1-Month | 1772 | 1906 | 92.97 | | 3-Month | 647 | 1904 | 33.98 | | 6-Month | 1343 | 1866 | 71.97 | | 1-Year | 1059 | 1815 | 58.35 | | 3-Year | 913 | 1537 | 59.40 | | 5-Year | 852 | 1273 | 66.93 |
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0.51% Nasdaq 
Performance
