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| Morningstar Return Rating: | Low | | Year to Date Return: | 18.81% | | 5-Year Average Return: | -0.52% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.01% | |
Worst 1-Yr Total Return (2008): | -35.99% | |
Best 3-Yr Total Return (2004-6): | 10.59% | |
Worst 3-Yr Total Return (2006-8): | -9.49% |
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| 1-Year: | -12.00% | | 3-Year: | -7.83% | | 5-Year: | -0.38% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SQEAX | Category | Diff | Index* | Diff | | Year To Date | 18.81 | 25.10 | -6.29 | 24.07 | -5.26 | | 1-Month | 5.13 | 5.28 | -0.15 | 6.00 | -0.87 | | 3-Month | 7.66 | 7.01 | 0.65 | 7.91 | -0.25 | | 1-Year | 25.16 | 28.01 | -2.85 | 25.39 | -0.23 | | 3-Year | -6.57 | -5.87 | -0.7 | -5.79 | -0.78 | | 5-Year | -0.52 | 0.64 | -1.16 | 0.71 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.49 | 46.08 | -5.59 | 45.76 | -5.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.78 | -17.41 | -2.37 | -18.25 | -1.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SQEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.99 | -37.79 | 1.80 | | 2007 | | | 7.34 | 6.16 | 1.18 | | 2006 | | | 7.89 | 14.17 | -6.28 | | 2005 | | | 8.04 | 5.88 | 2.16 | | 2004 | | | 16.01 | 10.02 | 5.99 | | 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
SQEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.45 | 13.37 | 17.46 | N/A | | 2008 | -10.89 | 0.04 | -10.33 | -19.91 | | 2007 | 2.80 | 4.87 | -0.74 | 0.30 | | 2006 | 5.25 | -1.80 | 0.68 | 3.70 | | 2005 | 1.62 | 2.88 | 4.13 | -0.76 | | 2004 | 4.57 | 2.75 | -3.15 | 11.48 | | 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 | 1677 | 2021 | 82.98 | | 1-Month | 1162 | 2113 | 54.99 | | 3-Month | 1191 | 2091 | 56.96 | | 6-Month | 557 | 2064 | 26.99 | | 1-Year | 1255 | 2011 | 62.41 | | 3-Year | 878 | 1707 | 51.44 | | 5-Year | 867 | 1360 | 63.75 |
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0.20% Nasdaq 
Performance
