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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.49% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 36.07% | |
Worst 1-Yr Total Return (2008): | -51.25% | |
Best 3-Yr Total Return (2005-7): | 14.67% | |
Worst 3-Yr Total Return (2006-8): | -14.81% |
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| 1-Year: | -13.64% | | 3-Year: | -5.46% | | 5-Year: | 0.09% | | 10-Year: | -6.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLGZX | Category | Diff | Index* | Diff | | Year To Date | 22.49 | 24.15 | -1.66 | 17.05 | 5.44 | | 1-Month | -1.71 | -2.25 | 0.54 | -1.86 | 0.15 | | 3-Month | 5.61 | 4.52 | 1.09 | 5.48 | 0.13 | | 1-Year | 8.19 | 15.35 | -7.16 | 9.80 | -1.61 | | 3-Year | -6.57 | -4.95 | -1.62 | -7.02 | 0.45 | | 5-Year | -0.40 | 0.99 | -1.39 | 0.33 | -0.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.09 | 42.81 | -6.72 | 45.76 | -9.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.11 | -17.14 | -11.97 | -18.25 | -10.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLGZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.25 | -40.67 | -10.58 | | 2007 | | | 36.07 | 13.35 | 22.72 | | 2006 | | | -6.79 | 7.05 | -13.84 | | 2005 | | | 18.89 | 6.71 | 12.18 | | 2004 | | | 0.39 | 7.81 | -7.42 | | 2003 | | | 23.76 | 28.66 | -4.90 | | 2002 | | | -31.67 | -27.64 | -4.03 | | 2001 | | | -28.64 | -22.30 | -6.34 | | 2000 | | | -22.27 | -13.05 | -9.22 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLGZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.64 | 10.94 | 13.06 | N/A | | 2008 | -18.14 | 7.94 | -24.35 | -27.06 | | 2007 | 2.33 | 7.74 | 10.71 | 11.47 | | 2006 | 0.73 | -10.21 | -2.19 | 5.37 | | 2005 | -5.33 | 5.88 | 9.23 | 8.59 | | 2004 | -2.52 | -0.56 | -7.39 | 11.83 | | 2003 | -1.36 | 13.62 | 0.26 | 10.14 | | 2002 | -0.53 | -20.47 | -17.33 | 4.48 | | 2001 | -23.53 | 6.01 | -24.53 | 16.65 | | 2000 | 5.32 | -3.38 | -5.45 | -19.22 | | 1999 | N/A | N/A | N/A | 24.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 684 | 1802 | 37.96 | | 1-Month | 132 | 1890 | 6.98 | | 3-Month | 94 | 1884 | 4.99 | | 6-Month | 1662 | 1827 | 90.97 | | 1-Year | 998 | 1797 | 55.54 | | 3-Year | 756 | 1518 | 49.80 | | 5-Year | 700 | 1251 | 55.96 |
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1.23% Nasdaq 
Performance
