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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.74% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.59% | |
Worst 1-Yr Total Return (2008): | -15.14% | |
Best 3-Yr Total Return (2004-6): | 6.37% | |
Worst 3-Yr Total Return (2006-8): | -1.35% |
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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 | SLRIX | Category | Diff | Index* | Diff | | Year To Date | 14.74 | 15.27 | -0.53 | N/A | N/A | | 1-Month | -0.39 | -0.30 | -0.09 | N/A | N/A | | 3-Month | 4.40 | 4.48 | -0.08 | N/A | N/A | | 1-Year | 17.26 | 15.69 | 1.57 | N/A | N/A | | 3-Year | 1.01 | 0.43 | 0.58 | N/A | N/A | | 5-Year | 3.45 | 2.75 | 0.7 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.25 | 23.88 | 1.37 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.03 | -1.98 | -0.05 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLRIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.14 | -18.06 | 2.92 | | 2007 | | | 4.20 | 4.46 | -0.26 | | 2006 | | | 8.59 | 7.34 | 1.25 | | 2005 | | | 4.19 | 3.30 | 0.89 | | 2004 | | | 6.36 | 6.46 | -0.10 | | 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
SLRIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.10 | 9.42 | 9.77 | N/A | | 2008 | -1.53 | -0.76 | -5.83 | -7.79 | | 2007 | 1.62 | 0.95 | 1.72 | -0.15 | | 2006 | 1.85 | -0.40 | 3.70 | 3.23 | | 2005 | -0.79 | 2.12 | 1.47 | 1.36 | | 2004 | 1.99 | -1.33 | 1.03 | 4.61 | | 2003 | N/A | N/A | 1.46 | 4.17 | | 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 | 61 | 134 | 45.52 | | 1-Month | 39 | 141 | 27.66 | | 3-Month | 30 | 137 | 21.90 | | 6-Month | 45 | 134 | 33.58 | | 1-Year | 39 | 133 | 29.32 | | 3-Year | 32 | 85 | 37.65 | | 5-Year | 10 | 47 | 21.28 |
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0.28% Nasdaq 
Performance
