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| Morningstar Return Rating: | Average | | Year to Date Return: | 29.84% | | 5-Year Average Return: | -0.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.08% | |
Worst 1-Yr Total Return (2008): | -45.64% | |
Best 3-Yr Total Return (2005-7): | 10.48% | |
Worst 3-Yr Total Return (2006-8): | -12.50% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLGIX | Category | Diff | Index* | Diff | | Year To Date | 29.84 | 31.20 | -1.36 | 24.07 | 5.77 | | 1-Month | 6.64 | 5.67 | 0.97 | 6.00 | 0.64 | | 3-Month | 8.51 | 8.18 | 0.33 | 7.91 | 0.6 | | 1-Year | 31.10 | 34.04 | -2.94 | 25.39 | 5.71 | | 3-Year | -6.06 | -3.89 | -2.17 | -5.79 | -0.27 | | 5-Year | -0.42 | 1.25 | -1.67 | 0.71 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.34 | 43.84 | -3.5 | 45.76 | -5.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.47 | -18.03 | -8.44 | -18.25 | -8.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.64 | -40.67 | -4.97 | | 2007 | | | 18.08 | 13.35 | 4.73 | | 2006 | | | 4.36 | 7.05 | -2.69 | | 2005 | | | 9.44 | 6.71 | 2.73 | | 2004 | | | 17.51 | 7.81 | 9.70 | | 2003 | | | 25.41 | 28.66 | -3.25 | | 2002 | | | -18.09 | -27.64 | 9.55 | | 2001 | | | -8.97 | -22.30 | 13.33 | | 2000 | | | 3.35 | -13.05 | 16.40 | | 1999 | | | 52.14 | 38.87 | 13.27 |
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| PAST QUARTERLY RETURNS (%) FOR
SLGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.50 | 11.26 | 15.55 | N/A | | 2008 | -11.64 | 6.06 | -21.00 | -26.58 | | 2007 | 2.71 | 5.79 | 6.11 | 2.42 | | 2006 | 1.68 | -4.65 | 2.59 | 4.93 | | 2005 | -4.39 | 5.47 | 6.07 | 2.32 | | 2004 | 2.92 | 4.15 | -0.98 | 10.72 | | 2003 | -1.06 | 13.47 | 2.51 | 8.97 | | 2002 | 0.32 | -13.18 | -9.90 | 4.38 | | 2001 | -9.26 | 2.02 | -10.60 | 9.99 | | 2000 | 11.51 | -2.06 | 6.13 | -10.85 | | 1999 | N/A | N/A | N/A | 29.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 963 | 1818 | 52.97 | | 1-Month | 648 | 1906 | 34.00 | | 3-Month | 952 | 1904 | 50.00 | | 6-Month | 503 | 1866 | 26.96 | | 1-Year | 743 | 1815 | 40.94 | | 3-Year | 1004 | 1537 | 65.32 | | 5-Year | 822 | 1273 | 64.57 |
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0.01% Nasdaq 0.00%
Performance
