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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.12% | | 5-Year Average Return: | 2.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.90% | |
Worst 1-Yr Total Return (2008): | -15.68% | |
Best 3-Yr Total Return (2004-6): | 5.59% | |
Worst 3-Yr Total Return (2006-8): | -1.96% |
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| 1-Year: | 2.50% | | 3-Year: | 0.17% | | 5-Year: | 2.76% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLRBX | Category | Diff | Index* | Diff | | Year To Date | 14.12 | 15.27 | -1.15 | N/A | N/A | | 1-Month | -0.42 | -0.30 | -0.12 | N/A | N/A | | 3-Month | 4.19 | 4.48 | -0.29 | N/A | N/A | | 1-Year | 16.42 | 15.69 | 0.73 | N/A | N/A | | 3-Year | 0.36 | 0.43 | -0.07 | N/A | N/A | | 5-Year | 2.77 | 2.75 | 0.02 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.73 | 23.88 | 0.85 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.68 | -1.98 | -0.7 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.68 | -18.06 | 2.38 | | 2007 | | | 3.59 | 4.46 | -0.87 | | 2006 | | | 7.90 | 7.34 | 0.56 | | 2005 | | | 3.44 | 3.30 | 0.14 | | 2004 | | | 5.46 | 6.46 | -1.00 | | 2003 | | | N/A | 13.04 | N/A | | 2002 | | | N/A | -3.93 | N/A | | 2001 | | | N/A | 0.14 | N/A | | 2000 | | | N/A | 4.39 | N/A | | 1999 | | | N/A | 4.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.24 | 9.21 | 9.58 | N/A | | 2008 | -1.67 | -0.93 | -5.98 | -7.94 | | 2007 | 1.55 | 0.78 | 1.48 | -0.26 | | 2006 | 1.74 | -0.59 | 3.59 | 2.98 | | 2005 | -0.95 | 1.89 | 1.28 | 1.19 | | 2004 | 1.84 | -1.57 | 0.81 | 4.36 | | 2003 | N/A | N/A | 1.22 | 3.96 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 77 | 134 | 57.46 | | 1-Month | 46 | 141 | 32.62 | | 3-Month | 54 | 137 | 39.42 | | 6-Month | 67 | 134 | 50.00 | | 1-Year | 51 | 133 | 38.35 | | 3-Year | 46 | 85 | 54.12 | | 5-Year | 27 | 47 | 57.45 |
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0.12% Nasdaq 
0.13%
Performance
