|
| Morningstar Return Rating: | Low | | Year to Date Return: | 6.55% | | 5-Year Average Return: | -8.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 29.73% | |
Worst 1-Yr Total Return (2008): | -45.37% | |
Best 3-Yr Total Return (2004-6): | 18.93% | |
Worst 3-Yr Total Return (2006-8): | -19.09% |
|
| 1-Year: | -39.30% | | 3-Year: | -21.28% | | 5-Year: | -6.92% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRECX | Category | Diff | Index* | Diff | | Year To Date | 6.55 | 15.25 | -8.7 | 17.05 | -10.5 | | 1-Month | -5.30 | -4.31 | -0.99 | -1.86 | -3.44 | | 3-Month | 15.51 | 15.19 | 0.32 | 5.48 | 10.03 | | 1-Year | -6.52 | 2.82 | -9.34 | 9.80 | -16.32 | | 3-Year | -24.03 | -16.35 | -7.68 | -7.02 | -17.01 | | 5-Year | -8.69 | -1.54 | -7.15 | 0.33 | -9.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.83 | 77.87 | 0.96 | 45.76 | 33.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -43.64 | -29.96 | -13.68 | -18.25 | -25.39 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.37 | -39.55 | -5.82 | | 2007 | | | -25.25 | -14.66 | -10.59 | | 2006 | | | 29.73 | 33.58 | -3.85 | | 2005 | | | 4.63 | 11.51 | -6.88 | | 2004 | | | 23.93 | 32.02 | -8.09 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
SRECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -37.56 | 36.03 | 32.46 | N/A | | 2008 | 3.29 | -5.44 | 2.68 | -45.53 | | 2007 | 3.42 | -7.28 | -4.72 | -18.19 | | 2006 | 14.41 | -1.10 | 7.96 | 6.19 | | 2005 | -7.33 | 12.24 | 1.63 | -1.01 | | 2004 | 12.56 | -7.37 | 6.06 | 12.06 | | 2003 | N/A | N/A | N/A | 10.11 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 252 | 272 | 92.65 | | 1-Month | 22 | 287 | 7.67 | | 3-Month | 113 | 278 | 40.65 | | 6-Month | 211 | 275 | 76.73 | | 1-Year | 201 | 268 | 75.00 | | 3-Year | 188 | 232 | 81.03 | | 5-Year | 166 | 204 | 81.37 |
|
|
|
|
|
0.01% Nasdaq 
0.22%
Performance
