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| Morningstar Return Rating: | Average | | Year to Date Return: | 56.33% | | 5-Year Average Return: | 14.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.96% | |
Worst 1-Yr Total Return (2008): | -56.33% | |
Best 3-Yr Total Return (2005-7): | 37.20% | |
Worst 3-Yr Total Return (2006-8): | -6.34% |
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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 | SSEMX | Category | Diff | Index* | Diff | | Year To Date | 56.33 | 59.14 | -2.81 | 27.36 | 28.97 | | 1-Month | -1.30 | -1.32 | 0.02 | -1.25 | -0.05 | | 3-Month | 7.88 | 7.70 | 0.18 | 8.10 | -0.22 | | 1-Year | 52.36 | 56.66 | -4.3 | 27.71 | 24.65 | | 3-Year | 2.65 | 2.92 | -0.27 | -5.22 | 7.87 | | 5-Year | 14.95 | 14.22 | 0.73 | 5.10 | 9.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.30 | 84.39 | -2.09 | 59.35 | 22.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.50 | -6.80 | -9.7 | -14.95 | -1.55 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.33 | -54.44 | -1.89 | | 2007 | | | 40.96 | 36.68 | 4.28 | | 2006 | | | 33.46 | 32.06 | 1.40 | | 2005 | | | 37.28 | 31.54 | 5.74 | | 2004 | | | 24.67 | 23.54 | 1.13 | | 2003 | | | 53.97 | 55.19 | -1.22 | | 2002 | | | -5.03 | -6.05 | 1.02 | | 2001 | | | 0.45 | -3.83 | 4.28 | | 2000 | | | -29.97 | -30.33 | 0.36 | | 1999 | | | 64.81 | 70.56 | -5.75 |
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| PAST QUARTERLY RETURNS (%) FOR
SSEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.04 | 31.26 | 21.94 | N/A | | 2008 | -12.26 | 1.17 | -29.94 | -29.77 | | 2007 | 2.77 | 15.70 | 15.69 | 2.47 | | 2006 | 14.38 | -4.66 | 3.66 | 18.05 | | 2005 | 2.93 | 4.34 | 18.42 | 7.94 | | 2004 | 9.46 | -10.44 | 8.91 | 16.78 | | 2003 | -5.73 | 21.29 | 14.63 | 17.48 | | 2002 | 12.54 | -6.73 | -15.93 | 7.62 | | 2001 | -4.20 | 7.23 | -22.10 | 25.53 | | 2000 | 1.34 | -8.10 | -12.88 | -13.69 | | 1999 | N/A | N/A | N/A | 26.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 219 | 365 | 60.00 | | 1-Month | 209 | 381 | 54.86 | | 3-Month | 157 | 374 | 41.98 | | 6-Month | 207 | 371 | 55.80 | | 1-Year | 197 | 346 | 56.94 | | 3-Year | 129 | 260 | 49.62 | | 5-Year | 68 | 193 | 35.23 |
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