|
| Morningstar Return Rating: | Average | | Year to Date Return: | 12.46% | | 5-Year Average Return: | 0.25% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.80% | |
Worst 1-Yr Total Return (2008): | -30.42% | |
Best 3-Yr Total Return (2005-7): | 6.37% | |
Worst 3-Yr Total Return (2006-8): | -7.43% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLRRX | Category | Diff | Index* | Diff | | Year To Date | 12.46 | 18.65 | -6.19 | 17.05 | -4.59 | | 1-Month | -1.80 | -2.18 | 0.38 | -1.86 | 0.06 | | 3-Month | 3.77 | 5.08 | -1.31 | 5.48 | -1.71 | | 1-Year | 9.23 | 11.86 | -2.63 | 9.80 | -0.57 | | 3-Year | -6.59 | -6.78 | 0.19 | -7.02 | 0.43 | | 5-Year | 0.25 | 0.49 | -0.24 | 0.33 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.46 | 45.26 | -11.8 | 45.76 | -12.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.65 | -15.99 | 1.34 | -18.25 | 3.6 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLRRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.42 | -37.79 | 7.37 | | 2007 | | | 1.05 | 6.16 | -5.11 | | 2006 | | | 12.80 | 14.17 | -1.37 | | 2005 | | | 5.58 | 5.88 | -0.30 | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SLRRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.72 | 11.14 | 12.89 | N/A | | 2008 | -7.92 | 0.50 | -10.39 | -16.09 | | 2007 | 0.90 | 4.16 | 0.57 | -4.39 | | 2006 | 3.81 | -1.12 | 4.12 | 5.55 | | 2005 | -2.43 | 0.98 | 4.67 | 2.38 | | 2004 | N/A | N/A | -0.74 | 9.10 | | 2003 | N/A | N/A | N/A | N/A | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1771 | 2013 | 87.98 | | 1-Month | 1244 | 2110 | 58.96 | | 3-Month | 1692 | 2090 | 80.96 | | 6-Month | 1803 | 2049 | 87.99 | | 1-Year | 1352 | 1999 | 67.63 | | 3-Year | 604 | 1694 | 35.66 | | 5-Year | 581 | 1352 | 42.97 |
|
|
|
|
|
0.86% Nasdaq 
Performance
