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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.76% | | 5-Year Average Return: | -4.02% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -6.37% | |
Worst 1-Yr Total Return (2008): | -41.52% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -18.41% | | 3-Year: | -14.73% | | 5-Year: | -4.76% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNEAX | Category | Diff | Index* | Diff | | Year To Date | 17.76 | 25.10 | -7.34 | 24.07 | -6.31 | | 1-Month | 6.11 | 5.28 | 0.83 | 6.00 | 0.11 | | 3-Month | 7.46 | 7.01 | 0.45 | 7.91 | -0.45 | | 1-Year | 17.59 | 28.01 | -10.42 | 25.39 | -7.8 | | 3-Year | -13.25 | -5.87 | -7.38 | -5.79 | -7.46 | | 5-Year | -4.02 | 0.64 | -4.66 | 0.71 | -4.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.24 | 46.08 | -12.84 | 45.76 | -12.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.79 | -17.41 | -5.38 | -18.25 | -4.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.52 | -37.79 | -3.73 | | 2007 | | | -6.37 | 6.16 | -12.53 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SNEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.35 | 12.37 | 11.24 | N/A | | 2008 | -10.09 | -9.16 | -5.53 | -24.21 | | 2007 | -0.34 | 7.33 | -1.17 | -11.43 | | 2006 | N/A | N/A | 5.88 | 5.17 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1778 | 2021 | 87.98 | | 1-Month | 274 | 2113 | 12.97 | | 3-Month | 292 | 2091 | 13.96 | | 6-Month | 1836 | 2064 | 88.95 | | 1-Year | 1529 | 2011 | 76.03 | | 3-Year | 1422 | 1707 | 83.30 | | 5-Year | | 1360 | N/A |
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