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| Morningstar Return Rating: | High | | Year to Date Return: | 45.57% | | 5-Year Average Return: | 8.94% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.80% | |
Worst 1-Yr Total Return (2008): | -36.52% | |
Best 3-Yr Total Return (2005-7): | 14.54% | |
Worst 3-Yr Total Return (2006-8): | -3.86% |
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| 1-Year: | 8.74% | | 3-Year: | 3.00% | | 5-Year: | 9.27% | | 10-Year: | 2.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLMCX | Category | Diff | Index* | Diff | | Year To Date | 45.57 | 44.15 | 1.42 | 17.05 | 28.52 | | 1-Month | -0.95 | -3.44 | 2.49 | -1.86 | 0.91 | | 3-Month | 7.56 | 4.68 | 2.88 | 5.48 | 2.08 | | 1-Year | 39.09 | 31.89 | 7.2 | 9.80 | 29.29 | | 3-Year | 3.51 | -1.81 | 5.32 | -7.02 | 10.53 | | 5-Year | 8.94 | 2.63 | 6.31 | 0.33 | 8.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.33 | 57.15 | -9.82 | 45.76 | 1.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.50 | -10.30 | 4.8 | -18.25 | 12.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.52 | -45.33 | 8.81 | | 2007 | | | 14.92 | 16.12 | -1.20 | | 2006 | | | 21.80 | 7.08 | 14.72 | | 2005 | | | 7.36 | 5.76 | 1.60 | | 2004 | | | 10.57 | 4.24 | 6.33 | | 2003 | | | 42.26 | 55.77 | -13.51 | | 2002 | | | -36.78 | -42.86 | 6.08 | | 2001 | | | 3.58 | -36.89 | 40.47 | | 2000 | | | -37.50 | -31.36 | -6.14 | | 1999 | | | 74.52 | 129.22 | -54.70 |
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| PAST QUARTERLY RETURNS (%) FOR
SLMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.27 | 15.45 | 15.45 | N/A | | 2008 | -13.69 | 6.85 | -12.32 | -21.50 | | 2007 | 1.62 | 8.38 | 5.98 | -1.55 | | 2006 | 12.39 | -6.91 | 7.67 | 8.13 | | 2005 | -6.33 | 2.65 | 10.15 | 1.37 | | 2004 | 6.00 | 0.08 | -11.60 | 17.90 | | 2003 | -2.66 | 25.43 | 3.60 | 12.48 | | 2002 | -5.24 | -24.81 | -21.42 | 12.93 | | 2001 | -7.71 | 21.33 | -30.96 | 33.97 | | 2000 | 15.85 | -10.43 | -15.27 | -28.91 | | 1999 | N/A | N/A | N/A | 44.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 88 | 220 | 40.00 | | 1-Month | 56 | 234 | 23.93 | | 3-Month | 82 | 228 | 35.96 | | 6-Month | 148 | 222 | 66.67 | | 1-Year | 61 | 212 | 28.77 | | 3-Year | 12 | 203 | 5.91 | | 5-Year | 4 | 190 | 2.11 |
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1.48% Nasdaq 
Performance
