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| Morningstar Return Rating: | Low | | Year to Date Return: | 7.95% | | 5-Year Average Return: | -7.53% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 31.21% | |
Worst 1-Yr Total Return (2008): | -44.41% | |
Best 3-Yr Total Return (2004-6): | 20.13% | |
Worst 3-Yr Total Return (2006-8): | -18.02% |
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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 | SREIX | Category | Diff | Index* | Diff | | Year To Date | 7.95 | 15.25 | -7.3 | 17.05 | -9.1 | | 1-Month | -4.93 | -4.31 | -0.62 | -1.86 | -3.07 | | 3-Month | 15.80 | 15.19 | 0.61 | 5.48 | 10.32 | | 1-Year | -4.88 | 2.82 | -7.7 | 9.80 | -14.68 | | 3-Year | -22.92 | -16.35 | -6.57 | -7.02 | -15.9 | | 5-Year | -7.53 | -1.54 | -5.99 | 0.33 | -7.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.49 | 77.87 | 0.62 | 45.76 | 32.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.67 | -29.96 | -12.71 | -18.25 | -24.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SREIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.41 | -39.55 | -4.86 | | 2007 | | | -24.47 | -14.66 | -9.81 | | 2006 | | | 31.21 | 33.58 | -2.37 | | 2005 | | | 5.61 | 11.51 | -5.90 | | 2004 | | | 25.11 | 32.02 | -6.91 | | 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
SREIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -37.15 | 36.46 | 32.38 | N/A | | 2008 | 3.57 | -5.16 | 3.41 | -45.27 | | 2007 | 3.66 | -7.02 | -4.42 | -18.01 | | 2006 | 14.78 | -0.85 | 8.21 | 6.54 | | 2005 | -6.90 | 12.32 | 1.87 | -0.86 | | 2004 | 12.74 | -7.21 | 6.48 | 12.32 | | 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 | 225 | 272 | 82.72 | | 1-Month | 17 | 287 | 5.92 | | 3-Month | 83 | 278 | 29.86 | | 6-Month | 211 | 275 | 76.73 | | 1-Year | 185 | 268 | 69.03 | | 3-Year | 184 | 232 | 79.31 | | 5-Year | 157 | 204 | 76.96 |
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1.23% Nasdaq 
Performance
