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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.96% | | 5-Year Average Return: | -4.32% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.01% | |
Worst 1-Yr Total Return (2008): | -41.36% | |
Best 3-Yr Total Return (2005-7): | 5.22% | |
Worst 3-Yr Total Return (2006-8): | -13.94% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SREHX | Category | Diff | Index* | Diff | | Year To Date | 10.96 | 18.65 | -7.69 | 17.05 | -6.09 | | 1-Month | -2.06 | -2.18 | 0.12 | -1.86 | -0.2 | | 3-Month | 3.25 | 5.08 | -1.83 | 5.48 | -2.23 | | 1-Year | 2.00 | 11.86 | -9.86 | 9.80 | -7.8 | | 3-Year | -14.43 | -6.78 | -7.65 | -7.02 | -7.41 | | 5-Year | -4.32 | 0.49 | -4.81 | 0.33 | -4.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.15 | 45.26 | -12.11 | 45.76 | -12.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.61 | -15.99 | -6.62 | -18.25 | -4.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SREHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.36 | -37.79 | -3.57 | | 2007 | | | -6.31 | 6.16 | -12.47 | | 2006 | | | 16.01 | 14.17 | 1.84 | | 2005 | | | 7.16 | 5.88 | 1.28 | | 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
SREHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.56 | 12.37 | 11.47 | N/A | | 2008 | -10.08 | -9.14 | -5.52 | -24.03 | | 2007 | -0.34 | 7.44 | -1.17 | -11.46 | | 2006 | 3.88 | 0.24 | 5.88 | 5.23 | | 2005 | 0.72 | -0.72 | 3.96 | 3.08 | | 2004 | N/A | N/A | N/A | 7.41 | | 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 | 1811 | 2013 | 89.97 | | 1-Month | 949 | 2110 | 44.98 | | 3-Month | 1672 | 2090 | 80.00 | | 6-Month | 1926 | 2049 | 94.00 | | 1-Year | 1500 | 1999 | 75.04 | | 3-Year | 1314 | 1694 | 77.57 | | 5-Year | 1058 | 1352 | 78.25 |
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0.01% Nasdaq 
0.18%
Performance
