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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.23% | | 5-Year Average Return: | -5.16% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -7.27% | |
Worst 1-Yr Total Return (2008): | -41.84% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -18.90% | | 3-Year: | -14.78% | | 5-Year: | -4.95% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNEBX | Category | Diff | Index* | Diff | | Year To Date | 10.23 | 18.65 | -8.42 | 17.05 | -6.82 | | 1-Month | -2.07 | -2.18 | 0.11 | -1.86 | -0.21 | | 3-Month | 3.27 | 5.08 | -1.81 | 5.48 | -2.21 | | 1-Year | 1.00 | 11.86 | -10.86 | 9.80 | -8.8 | | 3-Year | -15.14 | -6.78 | -8.36 | -7.02 | -8.12 | | 5-Year | -5.16 | 0.49 | -5.65 | 0.33 | -5.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.60 | 45.26 | -12.66 | 45.76 | -13.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.20 | -15.99 | -7.21 | -18.25 | -4.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.84 | -37.79 | -4.05 | | 2007 | | | -7.27 | 6.16 | -13.43 | | 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
SNEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.77 | 12.11 | 11.26 | N/A | | 2008 | -10.23 | -9.32 | -5.71 | -24.23 | | 2007 | -0.57 | 7.11 | -1.39 | -11.70 | | 2006 | N/A | N/A | 5.65 | 5.12 | | 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 | 1872 | 2013 | 93.00 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1755 | 2090 | 83.97 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1525 | 1999 | 76.29 | | 3-Year | 1322 | 1694 | 78.04 | | 5-Year | | 1352 | N/A |
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