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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.33% | | 5-Year Average Return: | -7.21% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 30.78% | |
Worst 1-Yr Total Return (2008): | -44.96% | |
Best 3-Yr Total Return (2004-6): | 19.83% | |
Worst 3-Yr Total Return (2006-8): | -18.47% |
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| 1-Year: | -41.80% | | 3-Year: | -22.24% | | 5-Year: | -7.32% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SREAX | Category | Diff | Index* | Diff | | Year To Date | 16.33 | 22.99 | -6.66 | 24.07 | -7.74 | | 1-Month | 8.49 | 6.66 | 1.83 | 6.00 | 2.49 | | 3-Month | 10.68 | 8.82 | 1.86 | 7.91 | 2.77 | | 1-Year | 43.64 | 42.04 | 1.6 | 25.39 | 18.25 | | 3-Year | -22.25 | -15.72 | -6.53 | -5.79 | -16.46 | | 5-Year | -7.21 | -1.07 | -6.14 | 0.71 | -7.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 79.59 | 78.85 | 0.74 | 45.76 | 33.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -43.21 | -30.70 | -12.51 | -18.25 | -24.96 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SREAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.96 | -39.55 | -5.41 | | 2007 | | | -24.70 | -14.66 | -10.04 | | 2006 | | | 30.78 | 33.58 | -2.80 | | 2005 | | | 5.39 | 11.51 | -6.12 | | 2004 | | | 24.84 | 32.02 | -7.18 | | 2003 | | | N/A | 36.80 | N/A | | 2002 | | | N/A | 4.54 | N/A | | 2001 | | | N/A | 10.00 | N/A | | 2000 | | | N/A | 27.02 | N/A | | 1999 | | | N/A | -2.76 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SREAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -37.43 | 36.29 | 32.70 | N/A | | 2008 | 3.66 | -5.41 | 2.87 | -45.43 | | 2007 | 3.50 | -7.09 | -4.40 | -18.10 | | 2006 | 14.60 | -0.91 | 8.26 | 6.39 | | 2005 | -7.06 | 12.42 | 1.81 | -0.92 | | 2004 | 12.75 | -7.11 | 6.22 | 12.22 | | 2003 | N/A | N/A | N/A | 10.30 | | 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 | 221 | 267 | 82.77 | | 1-Month | 73 | 282 | 25.89 | | 3-Month | 19 | 276 | 6.88 | | 6-Month | 108 | 270 | 40.00 | | 1-Year | 111 | 265 | 41.89 | | 3-Year | 183 | 228 | 80.26 | | 5-Year | 160 | 201 | 79.60 |
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0.26% Nasdaq 
Performance
