|
| Morningstar Return Rating: | Average | | Year to Date Return: | 41.12% | | 5-Year Average Return: | 0.79% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.19% | |
Worst 1-Yr Total Return (2008): | -44.40% | |
Best 3-Yr Total Return (2005-7): | 8.43% | |
Worst 3-Yr Total Return (2006-8): | -13.32% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLSDX | Category | Diff | Index* | Diff | | Year To Date | 41.12 | 31.20 | 9.92 | 24.07 | 17.05 | | 1-Month | 6.54 | 5.67 | 0.87 | 6.00 | 0.54 | | 3-Month | 8.59 | 8.18 | 0.41 | 7.91 | 0.68 | | 1-Year | 47.35 | 34.04 | 13.31 | 25.39 | 21.96 | | 3-Year | -7.26 | -3.89 | -3.37 | -5.79 | -1.47 | | 5-Year | 0.79 | 1.25 | -0.46 | 0.71 | 0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.49 | 43.84 | 9.65 | 45.76 | 7.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.26 | -18.03 | 5.77 | -18.25 | 5.99 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.40 | -40.67 | -3.73 | | 2007 | | | -0.89 | 13.35 | -14.24 | | 2006 | | | 18.19 | 7.05 | 11.14 | | 2005 | | | 8.83 | 6.71 | 2.12 | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SLSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.55 | 22.77 | 15.79 | N/A | | 2008 | -12.60 | -4.84 | -11.34 | -24.59 | | 2007 | -0.29 | 7.25 | -0.74 | -6.64 | | 2006 | 8.75 | -2.58 | 3.71 | 7.57 | | 2005 | -0.08 | 1.53 | 4.76 | 2.40 | | 2004 | N/A | N/A | -3.40 | 12.00 | | 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 | 236 | 1818 | 12.98 | | 1-Month | 343 | 1906 | 18.00 | | 3-Month | 837 | 1904 | 43.96 | | 6-Month | 167 | 1866 | 8.95 | | 1-Year | 221 | 1815 | 12.18 | | 3-Year | 1193 | 1537 | 77.62 | | 5-Year | 610 | 1273 | 47.92 |
|
|
|
|
|