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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.10% | | 5-Year Average Return: | -0.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.42% | |
Worst 1-Yr Total Return (2008): | -37.78% | |
Best 3-Yr Total Return (2004-6): | 9.17% | |
Worst 3-Yr Total Return (2006-8): | -9.42% |
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| 1-Year: | -10.46% | | 3-Year: | -7.30% | | 5-Year: | -0.50% | | 10-Year: | -1.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLIBX | Category | Diff | Index* | Diff | | Year To Date | 16.10 | 18.65 | -2.55 | 17.05 | -0.95 | | 1-Month | -2.00 | -2.18 | 0.18 | -1.86 | -0.14 | | 3-Month | 5.22 | 5.08 | 0.14 | 5.48 | -0.26 | | 1-Year | 8.70 | 11.86 | -3.16 | 9.80 | -1.1 | | 3-Year | -8.05 | -6.78 | -1.27 | -7.02 | -1.03 | | 5-Year | -0.80 | 0.49 | -1.29 | 0.33 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.03 | 45.26 | -0.23 | 45.76 | -0.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.19 | -15.99 | -3.2 | -18.25 | -0.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.78 | -37.79 | 0.01 | | 2007 | | | 4.41 | 6.16 | -1.75 | | 2006 | | | 14.42 | 14.17 | 0.25 | | 2005 | | | 3.69 | 5.88 | -2.19 | | 2004 | | | 9.67 | 10.02 | -0.35 | | 2003 | | | 27.19 | 27.05 | 0.14 | | 2002 | | | -23.00 | -22.25 | -0.75 | | 2001 | | | -13.03 | -13.50 | 0.47 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 15.64 | 15.40 | N/A | | 2008 | -9.74 | -3.00 | -8.75 | -22.12 | | 2007 | 0.37 | 6.02 | 1.75 | -3.58 | | 2006 | 3.91 | -1.73 | 5.38 | 6.33 | | 2005 | -2.51 | 1.12 | 3.31 | 1.81 | | 2004 | 1.42 | 1.40 | -2.08 | 8.89 | | 2003 | -3.46 | 14.95 | 2.44 | 11.88 | | 2002 | 0.00 | -13.74 | -17.40 | 8.08 | | 2001 | -12.22 | 5.59 | -15.03 | 10.43 | | 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 | 1328 | 2013 | 65.97 | | 1-Month | 675 | 2110 | 31.99 | | 3-Month | 877 | 2090 | 41.96 | | 6-Month | 1147 | 2049 | 55.98 | | 1-Year | 1120 | 1999 | 56.03 | | 3-Year | 972 | 1694 | 57.38 | | 5-Year | 850 | 1352 | 62.87 |
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0.22% Nasdaq 
Performance
