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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.54% | | 5-Year Average Return: | -2.23% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 17.08% | |
Worst 1-Yr Total Return (2008): | -34.45% | |
Best 3-Yr Total Return (2004-6): | 11.65% | |
Worst 3-Yr Total Return (2006-8): | -9.55% |
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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 | SLPIX | Category | Diff | Index* | Diff | | Year To Date | 14.54 | 22.72 | -8.18 | 24.07 | -9.53 | | 1-Month | 2.83 | 3.14 | -0.31 | 6.00 | -3.17 | | 3-Month | 1.29 | 3.09 | -1.8 | 7.91 | -6.62 | | 1-Year | 20.55 | 29.36 | -8.81 | 25.39 | -4.84 | | 3-Year | -9.91 | -8.14 | -1.77 | -5.79 | -4.12 | | 5-Year | -2.23 | -0.30 | -1.93 | 0.71 | -2.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.74 | 57.49 | -4.75 | 45.76 | 6.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.45 | -19.40 | -4.05 | -18.25 | -5.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.45 | -36.56 | 2.11 | | 2007 | | | -2.65 | -1.10 | -1.55 | | 2006 | | | 15.95 | 15.03 | 0.92 | | 2005 | | | 2.52 | 6.75 | -4.23 | | 2004 | | | 17.08 | 18.94 | -1.86 | | 2003 | | | 42.41 | 43.41 | -1.00 | | 2002 | | | -23.14 | -16.22 | -6.92 | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.67 | 18.88 | 19.14 | N/A | | 2008 | -10.04 | 0.59 | -1.31 | -26.60 | | 2007 | 1.38 | 4.40 | -3.79 | -4.40 | | 2006 | 13.07 | -4.83 | -0.26 | 8.03 | | 2005 | -6.20 | 3.98 | 4.55 | 0.54 | | 2004 | 5.62 | 0.26 | -3.00 | 13.98 | | 2003 | -6.09 | 21.69 | 9.04 | 14.28 | | 2002 | 2.65 | -10.57 | -20.43 | 5.21 | | 2001 | N/A | N/A | N/A | 19.30 | | 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 | 551 | 657 | 83.87 | | 1-Month | 291 | 679 | 42.86 | | 3-Month | 577 | 671 | 85.99 | | 6-Month | 391 | 663 | 58.97 | | 1-Year | 453 | 646 | 70.12 | | 3-Year | 339 | 573 | 59.16 | | 5-Year | 320 | 475 | 67.37 |
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0.10% Nasdaq 
0.27%
Performance
