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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.91% | | 5-Year Average Return: | 7.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.88% | |
Worst 1-Yr Total Return (2008): | -36.98% | |
Best 3-Yr Total Return (2005-7): | 13.66% | |
Worst 3-Yr Total Return (2006-8): | -4.57% |
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| 1-Year: | 9.54% | | 3-Year: | 3.34% | | 5-Year: | 9.46% | | 10-Year: | 1.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLMBX | Category | Diff | Index* | Diff | | Year To Date | 50.91 | 51.81 | -0.9 | 24.07 | 26.84 | | 1-Month | 4.33 | 5.12 | -0.79 | 6.00 | -1.67 | | 3-Month | 9.83 | 7.87 | 1.96 | 7.91 | 1.92 | | 1-Year | 57.38 | 57.69 | -0.31 | 25.39 | 31.99 | | 3-Year | 2.34 | -1.61 | 3.95 | -5.79 | 8.13 | | 5-Year | 7.86 | 2.56 | 5.3 | 0.71 | 7.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.73 | 59.60 | -12.87 | 45.76 | 0.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.21 | -9.33 | 3.12 | -18.25 | 12.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.98 | -45.33 | 8.35 | | 2007 | | | 14.07 | 16.12 | -2.05 | | 2006 | | | 20.88 | 7.08 | 13.80 | | 2005 | | | 6.48 | 5.76 | 0.72 | | 2004 | | | 9.74 | 4.24 | 5.50 | | 2003 | | | 41.19 | 55.77 | -14.58 | | 2002 | | | -37.25 | -42.86 | 5.61 | | 2001 | | | 2.79 | -36.89 | 39.68 | | 2000 | | | -37.93 | -31.36 | -6.57 | | 1999 | | | 73.16 | 129.22 | -56.06 |
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| PAST QUARTERLY RETURNS (%) FOR
SLMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.03 | 15.21 | 15.29 | N/A | | 2008 | -13.85 | 6.66 | -12.49 | -21.63 | | 2007 | 1.44 | 8.15 | 5.81 | -1.73 | | 2006 | 12.21 | -7.09 | 7.47 | 7.90 | | 2005 | -6.52 | 2.47 | 9.93 | 1.12 | | 2004 | 5.82 | -0.14 | -11.76 | 17.70 | | 2003 | -2.88 | 25.29 | 3.34 | 12.28 | | 2002 | -5.42 | -25.00 | -21.54 | 12.74 | | 2001 | -7.92 | 21.13 | -31.06 | 33.68 | | 2000 | 15.64 | -10.60 | -15.37 | -29.05 | | 1999 | N/A | N/A | N/A | 44.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 96 | 215 | 44.65 | | 1-Month | 112 | 229 | 48.91 | | 3-Month | 59 | 229 | 25.76 | | 6-Month | 119 | 217 | 54.84 | | 1-Year | 76 | 207 | 36.71 | | 3-Year | 23 | 198 | 11.62 | | 5-Year | 12 | 186 | 6.45 |
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0.02% Nasdaq 
0.33%
Performance
