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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.41% | | 5-Year Average Return: | 1.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.22% | |
Worst 1-Yr Total Return (2008): | -36.98% | |
Best 3-Yr Total Return (2005-7): | 8.40% | |
Worst 3-Yr Total Return (2006-8): | -8.75% |
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| 1-Year: | -6.76% | | 3-Year: | -2.11% | | 5-Year: | 2.06% | | 10-Year: | -0.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRLPX | Category | Diff | Index* | Diff | | Year To Date | 23.41 | 24.15 | -0.74 | 17.05 | 6.36 | | 1-Month | -2.81 | -2.25 | -0.56 | -1.86 | -0.95 | | 3-Month | 4.49 | 4.52 | -0.03 | 5.48 | -0.99 | | 1-Year | 16.67 | 15.35 | 1.32 | 9.80 | 6.87 | | 3-Year | -2.76 | -4.95 | 2.19 | -7.02 | 4.26 | | 5-Year | 1.55 | 0.99 | 0.56 | 0.33 | 1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.03 | 42.81 | -0.78 | 45.76 | -3.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.50 | -17.14 | -1.36 | -18.25 | -0.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRLPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.98 | -40.67 | 3.69 | | 2007 | | | 17.22 | 13.35 | 3.87 | | 2006 | | | 2.86 | 7.05 | -4.19 | | 2005 | | | 5.65 | 6.71 | -1.06 | | 2004 | | | 9.02 | 7.81 | 1.21 | | 2003 | | | 27.94 | 28.66 | -0.72 | | 2002 | | | -24.02 | -27.64 | 3.62 | | 2001 | | | -19.37 | -22.30 | 2.93 | | 2000 | | | -6.95 | -13.05 | 6.10 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SRLPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.79 | 12.29 | 16.33 | N/A | | 2008 | -10.14 | 5.41 | -13.46 | -23.11 | | 2007 | 1.57 | 7.15 | 6.93 | 0.73 | | 2006 | 2.12 | -4.66 | 1.95 | 3.61 | | 2005 | -5.65 | 3.20 | 3.73 | 4.59 | | 2004 | 0.59 | 1.84 | -3.79 | 10.61 | | 2003 | -1.83 | 13.30 | 3.10 | 11.57 | | 2002 | 0.41 | -15.59 | -14.89 | 5.34 | | 2001 | -17.18 | 3.67 | -16.17 | 12.03 | | 2000 | 0.12 | -3.38 | 3.50 | -7.06 | | 1999 | N/A | N/A | N/A | 18.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 919 | 1802 | 51.00 | | 1-Month | 1379 | 1890 | 72.96 | | 3-Month | 810 | 1884 | 42.99 | | 6-Month | 694 | 1827 | 37.99 | | 1-Year | 730 | 1797 | 40.62 | | 3-Year | 246 | 1518 | 16.21 | | 5-Year | 400 | 1251 | 31.97 |
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1.23% Nasdaq 
Performance
