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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.52% | | 5-Year Average Return: | -3.18% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 15.87% | |
Worst 1-Yr Total Return (2008): | -35.08% | |
Best 3-Yr Total Return (2004-6): | 10.54% | |
Worst 3-Yr Total Return (2006-8): | -10.44% |
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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 | SLPSX | Category | Diff | Index* | Diff | | Year To Date | 13.52 | 19.13 | -5.61 | 17.05 | -3.53 | | 1-Month | 2.69 | -5.65 | 8.34 | -1.86 | 4.55 | | 3-Month | 0.99 | 2.75 | -1.76 | 5.48 | -4.49 | | 1-Year | 19.40 | 11.45 | 7.95 | 9.80 | 9.6 | | 3-Year | -10.78 | -8.46 | -2.32 | -7.02 | -3.76 | | 5-Year | -3.18 | 0.52 | -3.7 | 0.33 | -3.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.86 | 57.02 | -5.16 | 45.76 | 6.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.14 | -18.27 | -5.87 | -18.25 | -5.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.08 | -36.56 | 1.48 | | 2007 | | | -3.61 | -1.10 | -2.51 | | 2006 | | | 14.80 | 15.03 | -0.23 | | 2005 | | | 1.55 | 6.75 | -5.20 | | 2004 | | | 15.87 | 18.94 | -3.07 | | 2003 | | | 40.71 | 43.41 | -2.70 | | 2002 | | | -24.07 | -16.22 | -7.85 | | 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
SLPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.81 | 18.55 | 18.86 | N/A | | 2008 | -10.26 | 0.36 | -1.57 | -26.76 | | 2007 | 1.13 | 4.17 | -4.03 | -4.66 | | 2006 | 12.81 | -5.09 | -0.50 | 7.77 | | 2005 | -6.38 | 3.70 | 4.27 | 0.32 | | 2004 | 5.36 | 0.03 | -3.30 | 13.70 | | 2003 | -6.43 | 21.37 | 8.73 | 13.95 | | 2002 | 2.42 | -10.88 | -20.71 | 4.91 | | 2001 | N/A | N/A | N/A | 18.96 | | 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 | 571 | 641 | 89.08 | | 1-Month | 312 | 662 | 47.13 | | 3-Month | 577 | 652 | 88.50 | | 6-Month | 464 | 647 | 71.72 | | 1-Year | 490 | 630 | 77.78 | | 3-Year | 380 | 553 | 68.72 | | 5-Year | 346 | 452 | 76.55 |
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0.67% Nasdaq 
0.14 (0.46%) 
Performance
