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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.18% | | 5-Year Average Return: | 1.13% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 7.56% | |
Worst 1-Yr Total Return (2008): | -13.12% | |
Best 3-Yr Total Return (2005-7): | 2.38% | |
Worst 3-Yr Total Return (2006-8): | -3.37% |
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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 | SLIRX | Category | Diff | Index* | Diff | | Year To Date | 9.18 | 16.51 | -7.33 | N/A | N/A | | 1-Month | -0.70 | -0.33 | -0.37 | N/A | N/A | | 3-Month | 3.11 | 4.50 | -1.39 | N/A | N/A | | 1-Year | 11.10 | 15.92 | -4.82 | N/A | N/A | | 3-Year | -2.34 | 0.19 | -2.53 | N/A | N/A | | 5-Year | 1.13 | 2.75 | -1.62 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.53 | 25.13 | -5.6 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.42 | -3.25 | 0.83 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -13.12 | -18.61 | 5.49 | | 2007 | | | -3.43 | 4.53 | -7.96 | | 2006 | | | 7.56 | 8.16 | -0.60 | | 2005 | | | 3.31 | 2.97 | 0.34 | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.28 | 6.15 | 8.21 | N/A | | 2008 | -3.23 | -0.63 | -5.27 | -4.62 | | 2007 | 0.72 | 1.83 | -1.02 | -4.88 | | 2006 | 1.42 | -0.83 | 3.66 | 3.15 | | 2005 | -1.61 | 1.81 | 1.78 | 1.33 | | 2004 | N/A | N/A | 0.96 | 5.11 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 579 | 637 | 90.89 | | 1-Month | 141 | 644 | 21.89 | | 3-Month | 437 | 644 | 67.86 | | 6-Month | 542 | 638 | 84.95 | | 1-Year | 387 | 633 | 61.14 | | 3-Year | 329 | 506 | 65.02 | | 5-Year | 215 | 343 | 62.68 |
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0.16% Nasdaq 
0.57%
Performance
