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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.51% | | 5-Year Average Return: | -4.79% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.57% | |
Worst 1-Yr Total Return (2008): | -41.63% | |
Best 3-Yr Total Return (2005-7): | 4.67% | |
Worst 3-Yr Total Return (2006-8): | -14.34% |
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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 | SREOX | Category | Diff | Index* | Diff | | Year To Date | 10.51 | 18.65 | -8.14 | 17.05 | -6.54 | | 1-Month | -2.07 | -2.18 | 0.11 | -1.86 | -0.21 | | 3-Month | 3.28 | 5.08 | -1.8 | 5.48 | -2.2 | | 1-Year | 1.48 | 11.86 | -10.38 | 9.80 | -8.32 | | 3-Year | -14.86 | -6.78 | -8.08 | -7.02 | -7.84 | | 5-Year | -4.79 | 0.49 | -5.28 | 0.33 | -5.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.69 | 45.26 | -12.57 | 45.76 | -13.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.96 | -15.99 | -6.97 | -18.25 | -4.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SREOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.63 | -37.79 | -3.84 | | 2007 | | | -6.83 | 6.16 | -12.99 | | 2006 | | | 15.57 | 14.17 | 1.40 | | 2005 | | | 6.49 | 5.88 | 0.61 | | 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
SREOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.58 | 12.14 | 11.29 | N/A | | 2008 | -10.24 | -9.19 | -5.55 | -24.19 | | 2007 | -0.46 | 7.23 | -1.28 | -11.58 | | 2006 | 3.88 | 0.12 | 5.78 | 5.04 | | 2005 | 0.48 | -0.72 | 3.73 | 2.91 | | 2004 | N/A | N/A | N/A | 7.37 | | 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 | 1831 | 2013 | 90.96 | | 1-Month | 928 | 2110 | 43.98 | | 3-Month | 1651 | 2090 | 79.00 | | 6-Month | 1946 | 2049 | 94.97 | | 1-Year | 1513 | 1999 | 75.69 | | 3-Year | 1319 | 1694 | 77.86 | | 5-Year | 1067 | 1352 | 78.92 |
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1.00% Nasdaq 0.00%
Performance
