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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.42% | | 5-Year Average Return: | -0.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.97% | |
Worst 1-Yr Total Return (2008): | -37.46% | |
Best 3-Yr Total Return (2004-6): | 9.61% | |
Worst 3-Yr Total Return (2006-8): | -9.02% |
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| 1-Year: | -10.21% | | 3-Year: | -7.05% | | 5-Year: | -0.33% | | 10-Year: | -1.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLIAX | Category | Diff | Index* | Diff | | Year To Date | 16.42 | 18.65 | -2.23 | 17.05 | -0.63 | | 1-Month | -1.87 | -2.18 | 0.31 | -1.86 | -0.01 | | 3-Month | 5.21 | 5.08 | 0.13 | 5.48 | -0.27 | | 1-Year | 9.12 | 11.86 | -2.74 | 9.80 | -0.68 | | 3-Year | -7.68 | -6.78 | -0.9 | -7.02 | -0.66 | | 5-Year | -0.41 | 0.49 | -0.9 | 0.33 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.29 | 45.26 | 0.03 | 45.76 | -0.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.80 | -15.99 | -2.81 | -18.25 | -0.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.46 | -37.79 | 0.33 | | 2007 | | | 4.73 | 6.16 | -1.43 | | 2006 | | | 14.97 | 14.17 | 0.80 | | 2005 | | | 4.08 | 5.88 | -1.80 | | 2004 | | | 10.06 | 10.02 | 0.04 | | 2003 | | | 27.39 | 27.05 | 0.34 | | 2002 | | | -22.60 | -22.25 | -0.35 | | 2001 | | | -12.75 | -13.50 | 0.75 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.09 | 15.64 | 15.40 | N/A | | 2008 | -9.65 | -2.89 | -8.63 | -21.98 | | 2007 | 0.46 | 6.11 | 1.83 | -3.52 | | 2006 | 4.02 | -1.63 | 5.48 | 6.52 | | 2005 | -2.29 | 1.11 | 3.42 | 1.86 | | 2004 | 1.54 | 1.52 | -2.07 | 9.02 | | 2003 | -3.45 | 15.24 | 2.29 | 11.93 | | 2002 | 0.12 | -13.61 | -17.36 | 8.28 | | 2001 | -12.12 | 5.70 | -14.99 | 10.50 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1268 | 2013 | 62.99 | | 1-Month | 675 | 2110 | 31.99 | | 3-Month | 898 | 2090 | 42.97 | | 6-Month | 1085 | 2049 | 52.95 | | 1-Year | 1058 | 1999 | 52.93 | | 3-Year | 895 | 1694 | 52.83 | | 5-Year | 761 | 1352 | 56.29 |
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0.22% Nasdaq 
Performance
