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| Morningstar Return Rating: | Average | | Year to Date Return: | 40.74% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.74% | |
Worst 1-Yr Total Return (2008): | -44.72% | |
Best 3-Yr Total Return (2004-6): | 12.44% | |
Worst 3-Yr Total Return (2006-8): | -13.71% |
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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 | SLSSX | Category | Diff | Index* | Diff | | Year To Date | 40.74 | 31.20 | 9.54 | 24.07 | 16.67 | | 1-Month | 6.57 | 5.67 | 0.9 | 6.00 | 0.57 | | 3-Month | 8.50 | 8.18 | 0.32 | 7.91 | 0.59 | | 1-Year | 46.55 | 34.04 | 12.51 | 25.39 | 21.16 | | 3-Year | -7.65 | -3.89 | -3.76 | -5.79 | -1.86 | | 5-Year | 0.39 | 1.25 | -0.86 | 0.71 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.82 | 43.84 | 8.98 | 45.76 | 7.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.76 | -18.03 | 5.27 | -18.25 | 5.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.72 | -40.67 | -4.05 | | 2007 | | | -1.27 | 13.35 | -14.62 | | 2006 | | | 17.74 | 7.05 | 10.69 | | 2005 | | | 8.45 | 6.71 | 1.74 | | 2004 | | | 11.34 | 7.81 | 3.53 | | 2003 | | | 41.40 | 28.66 | 12.74 | | 2002 | | | -17.62 | -27.64 | 10.02 | | 2001 | | | -14.41 | -22.30 | 7.89 | | 2000 | | | -1.10 | -13.05 | 11.95 | | 1999 | | | 16.83 | 38.87 | -22.04 |
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| PAST QUARTERLY RETURNS (%) FOR
SLSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.56 | 22.65 | 15.58 | N/A | | 2008 | -12.68 | -4.84 | -11.55 | -24.78 | | 2007 | -0.43 | 7.18 | -0.80 | -6.74 | | 2006 | 8.58 | -2.66 | 3.64 | 7.48 | | 2005 | -0.24 | 1.45 | 4.69 | 2.36 | | 2004 | 3.93 | -0.90 | -3.40 | 11.91 | | 2003 | -5.34 | 23.31 | 6.77 | 13.46 | | 2002 | 4.67 | -11.28 | -19.08 | 9.64 | | 2001 | -10.08 | 2.57 | -18.14 | 13.36 | | 2000 | 9.15 | -3.97 | 6.49 | -11.40 | | 1999 | N/A | N/A | N/A | 19.39 |
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| 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 | 818 | 1904 | 42.96 | | 6-Month | 186 | 1866 | 9.97 | | 1-Year | 235 | 1815 | 12.95 | | 3-Year | 1215 | 1537 | 79.05 | | 5-Year | 681 | 1273 | 53.50 |
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