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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.42% | | 5-Year Average Return: | 2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.25% | |
Worst 1-Yr Total Return (2008): | -36.56% | |
Best 3-Yr Total Return (2005-7): | 9.28% | |
Worst 3-Yr Total Return (2006-8): | -8.04% |
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| 1-Year: | -6.68% | | 3-Year: | -1.94% | | 5-Year: | 2.11% | | 10-Year: | -0.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRLAX | Category | Diff | Index* | Diff | | Year To Date | 24.42 | 24.15 | 0.27 | 17.05 | 7.37 | | 1-Month | -2.64 | -2.25 | -0.39 | -1.86 | -0.78 | | 3-Month | 4.79 | 4.52 | 0.27 | 5.48 | -0.69 | | 1-Year | 17.73 | 15.35 | 2.38 | 9.80 | 7.93 | | 3-Year | -1.94 | -4.95 | 3.01 | -7.02 | 5.08 | | 5-Year | 2.36 | 0.99 | 1.37 | 0.33 | 2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.76 | 42.81 | -0.05 | 45.76 | -3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.87 | -17.14 | -0.73 | -18.25 | 0.38 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.56 | -40.67 | 4.11 | | 2007 | | | 18.25 | 13.35 | 4.90 | | 2006 | | | 3.66 | 7.05 | -3.39 | | 2005 | | | 6.47 | 6.71 | -0.24 | | 2004 | | | 9.68 | 7.81 | 1.87 | | 2003 | | | 28.90 | 28.66 | 0.24 | | 2002 | | | -23.47 | -27.64 | 4.17 | | 2001 | | | -18.80 | -22.30 | 3.50 | | 2000 | | | -6.24 | -13.05 | 6.81 | | 1999 | | | 25.27 | 38.87 | -13.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SRLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.58 | 12.49 | 16.61 | N/A | | 2008 | -9.97 | 5.57 | -13.40 | -22.93 | | 2007 | 1.80 | 7.33 | 7.13 | 1.02 | | 2006 | 2.35 | -4.45 | 2.12 | 3.80 | | 2005 | -5.44 | 3.34 | 3.99 | 4.78 | | 2004 | 0.73 | 2.00 | -3.61 | 10.75 | | 2003 | -1.66 | 13.42 | 3.36 | 11.81 | | 2002 | 0.56 | -15.43 | -14.78 | 5.60 | | 2001 | -17.05 | 3.89 | -16.04 | 12.23 | | 2000 | 0.30 | -3.20 | 3.68 | -6.86 | | 1999 | N/A | N/A | N/A | 18.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 792 | 1802 | 43.95 | | 1-Month | 1323 | 1890 | 70.00 | | 3-Month | 697 | 1884 | 37.00 | | 6-Month | 548 | 1827 | 29.99 | | 1-Year | 654 | 1797 | 36.39 | | 3-Year | 161 | 1518 | 10.61 | | 5-Year | 258 | 1251 | 20.62 |
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0.22% Nasdaq 
Performance
