|
| Morningstar Return Rating: | Average | | Year to Date Return: | 11.32% | | 5-Year Average Return: | 1.24% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.85% | |
Worst 1-Yr Total Return (2008): | -21.86% | |
Best 3-Yr Total Return (2004-6): | 8.16% | |
Worst 3-Yr Total Return (2006-8): | -4.85% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSLBX | Category | Diff | Index* | Diff | | Year To Date | 11.32 | 18.16 | -6.84 | N/A | N/A | | 1-Month | -1.30 | -1.24 | -0.06 | N/A | N/A | | 3-Month | 3.49 | 4.71 | -1.22 | N/A | N/A | | 1-Year | 10.69 | 15.73 | -5.04 | N/A | N/A | | 3-Year | -3.93 | -2.66 | -1.27 | N/A | N/A | | 5-Year | 1.24 | 2.10 | -0.86 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.16 | 33.32 | -6.16 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.79 | -8.51 | 0.72 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.86 | -28.00 | 6.14 | | 2007 | | | -0.56 | 5.99 | -6.55 | | 2006 | | | 10.85 | 11.29 | -0.44 | | 2005 | | | 4.98 | 5.13 | -0.15 | | 2004 | | | 8.72 | 8.86 | -0.14 | | 2003 | | | 23.17 | 20.35 | 2.82 | | 2002 | | | -6.05 | -12.02 | 5.97 | | 2001 | | | -7.81 | -5.05 | -2.76 | | 2000 | | | -2.20 | 1.82 | -4.02 | | 1999 | | | 12.83 | 10.71 | 2.12 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.50 | 9.01 | 10.67 | N/A | | 2008 | -5.57 | 0.09 | -8.03 | -10.09 | | 2007 | 1.00 | 3.20 | -0.07 | -4.53 | | 2006 | 2.81 | -0.88 | 4.05 | 4.55 | | 2005 | -1.96 | 1.48 | 3.43 | 2.02 | | 2004 | 2.18 | -0.80 | 0.18 | 7.07 | | 2003 | -2.20 | 13.37 | 3.47 | 7.36 | | 2002 | 3.24 | -3.33 | -9.74 | 4.29 | | 2001 | -7.41 | 3.90 | -9.48 | 5.86 | | 2000 | 3.01 | -1.04 | -0.63 | -3.44 | | 1999 | N/A | N/A | N/A | 9.56 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1114 | 1211 | 91.99 | | 1-Month | 352 | 1258 | 27.98 | | 3-Month | 879 | 1256 | 69.98 | | 6-Month | 1085 | 1220 | 88.93 | | 1-Year | 805 | 1204 | 66.86 | | 3-Year | 523 | 950 | 55.05 | | 5-Year | 437 | 796 | 54.90 |
|
|
|
|
|
1.23% Nasdaq 
Performance
