|
| Morningstar Return Rating: | Average | | Year to Date Return: | 1.58% | | 5-Year Average Return: | 4.68% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.15% | |
Worst 1-Yr Total Return (2005): | 1.33% | |
Best 3-Yr Total Return (2007-9): | 5.58% | |
Worst 3-Yr Total Return (2005-7): | 3.49% |
|
| 1-Year: | 2.76% | | 3-Year: | 4.70% | | 5-Year: | 3.87% | | 10-Year: | 4.49% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLTMX | Category | Diff | Index* | Diff | | Year To Date | 1.58 | 0.83 | 0.75 | 1.53 | 0.05 | | 1-Month | 1.58 | 0.83 | 0.75 | 1.53 | 0.05 | | 3-Month | 1.12 | 0.69 | 0.43 | 1.23 | -0.11 | | 1-Year | 7.02 | 4.21 | 2.81 | 8.51 | -1.49 | | 3-Year | 6.11 | 4.96 | 1.15 | 6.60 | -0.49 | | 5-Year | 4.68 | 3.96 | 0.72 | 5.16 | -0.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.25 | 3.01 | 1.24 | 7.06 | -2.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.21 | 5.23 | 3.98 | 7.94 | 1.27 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLTMX | Category | Diff | | 2009 | | | 5.40 | 3.29 | 2.11 | | 2008 | | | 6.15 | 4.80 | 1.35 | | 2007 | | | 5.21 | 5.87 | -0.66 | | 2006 | | | 3.96 | 3.67 | 0.29 | | 2005 | | | 1.33 | 1.26 | 0.07 | | 2004 | | | 2.02 | 1.46 | 0.56 | | 2003 | | | 1.16 | 1.45 | -0.29 | | 2002 | | | 7.23 | 6.85 | 0.38 | | 2001 | | | 7.14 | 7.26 | -0.12 | | 2000 | | | 8.29 | 8.30 | -0.01 |
|
| PAST QUARTERLY RETURNS (%) FOR
SLTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.01 | 0.50 | 2.49 | 0.31 | | 2008 | 0.94 | -0.44 | 1.50 | 4.05 | | 2007 | 1.26 | 0.25 | 1.75 | 1.86 | | 2006 | 0.23 | 0.45 | 2.01 | 1.22 | | 2005 | -0.35 | 1.42 | -0.04 | 0.31 | | 2004 | 1.54 | -1.67 | 1.71 | 0.46 | | 2003 | 0.88 | 1.07 | -1.00 | 0.21 | | 2002 | 0.48 | 2.72 | 2.79 | 1.08 | | 2001 | 1.99 | 0.66 | 4.20 | 0.16 | | 2000 | 0.94 | 1.41 | 2.68 | 3.03 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 6 | 165 | 3.64 | | 1-Month | 6 | 165 | 3.64 | | 3-Month | 17 | 162 | 10.49 | | 6-Month | 16 | 161 | 9.94 | | 1-Year | 17 | 158 | 10.76 | | 3-Year | 22 | 150 | 14.67 | | 5-Year | 18 | 144 | 12.50 |
|
|
|
|
|
1.52% Nasdaq 0.00%
0.01 (0.10%) 
Performance
