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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.38% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.77% | |
Worst 1-Yr Total Return (2008): | -36.91% | |
Best 3-Yr Total Return (2004-6): | 9.70% | |
Worst 3-Yr Total Return (2006-8): | -8.53% |
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| 1-Year: | -4.90% | | 3-Year: | -3.78% | | 5-Year: | 1.91% | | 10-Year: | 0.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLPBX | Category | Diff | Index* | Diff | | Year To Date | 27.38 | 27.92 | -0.54 | N/A | N/A | | 1-Month | 4.09 | 4.43 | -0.34 | N/A | N/A | | 3-Month | 5.31 | 6.70 | -1.39 | N/A | N/A | | 1-Year | 33.34 | 32.76 | 0.58 | N/A | N/A | | 3-Year | -4.65 | -5.40 | 0.75 | N/A | N/A | | 5-Year | 1.16 | 1.15 | 0.01 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.74 | 48.32 | 3.42 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.18 | -11.74 | -2.44 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.91 | -37.94 | 1.03 | | 2007 | | | 6.60 | 6.21 | 0.39 | | 2006 | | | 13.77 | 14.67 | -0.90 | | 2005 | | | 5.23 | 7.41 | -2.18 | | 2004 | | | 10.28 | 11.71 | -1.43 | | 2003 | | | 26.36 | 26.65 | -0.29 | | 2002 | | | -20.43 | -16.99 | -3.44 | | 2001 | | | -14.28 | -13.81 | -0.47 | | 2000 | | | -10.45 | -10.06 | -0.39 | | 1999 | | | 20.41 | 20.85 | -0.44 |
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| PAST QUARTERLY RETURNS (%) FOR
SLPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.89 | 20.35 | 16.72 | N/A | | 2008 | -8.47 | -1.26 | -11.52 | -21.10 | | 2007 | 2.54 | 5.62 | 1.34 | -2.88 | | 2006 | 5.22 | -1.79 | 2.58 | 7.34 | | 2005 | -2.30 | 1.26 | 4.51 | 1.77 | | 2004 | 2.24 | 0.22 | -1.89 | 9.71 | | 2003 | -3.71 | 14.96 | 2.89 | 10.95 | | 2002 | 0.29 | -11.76 | -16.31 | 7.44 | | 2001 | -12.10 | 4.47 | -15.35 | 10.28 | | 2000 | 2.33 | -2.84 | -2.35 | -7.78 | | 1999 | N/A | N/A | N/A | 16.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 193 | 46.63 | | 1-Month | 22 | 204 | 10.78 | | 3-Month | 185 | 199 | 92.96 | | 6-Month | 176 | 198 | 88.89 | | 1-Year | 63 | 185 | 34.05 | | 3-Year | 18 | 102 | 17.65 | | 5-Year | 15 | 49 | 30.61 |
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0.79% Nasdaq 
0.05 (0.39%) 
Performance
