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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.01% | | 5-Year Average Return: | 0.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.59% | |
Worst 1-Yr Total Return (2008): | -30.13% | |
Best 3-Yr Total Return (2004-6): | 9.91% | |
Worst 3-Yr Total Return (2006-8): | -6.95% |
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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 | SSLGX | Category | Diff | Index* | Diff | | Year To Date | 13.01 | 18.65 | -5.64 | 17.05 | -4.04 | | 1-Month | -1.73 | -2.18 | 0.45 | -1.86 | 0.13 | | 3-Month | 3.93 | 5.08 | -1.15 | 5.48 | -1.55 | | 1-Year | 9.89 | 11.86 | -1.97 | 9.80 | 0.09 | | 3-Year | -6.12 | -6.78 | 0.66 | -7.02 | 0.9 | | 5-Year | 0.73 | 0.49 | 0.24 | 0.33 | 0.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.25 | 45.26 | -11.01 | 45.76 | -11.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.12 | -15.99 | 1.87 | -18.25 | 4.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSLGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.13 | -37.79 | 7.66 | | 2007 | | | 1.53 | 6.16 | -4.63 | | 2006 | | | 13.59 | 14.17 | -0.58 | | 2005 | | | 5.96 | 5.88 | 0.08 | | 2004 | | | 10.30 | 10.02 | 0.28 | | 2003 | | | 29.32 | 27.05 | 2.27 | | 2002 | | | -10.55 | -22.25 | 11.70 | | 2001 | | | -12.54 | -13.50 | 0.96 | | 2000 | | | -6.43 | -6.31 | -0.12 | | 1999 | | | 18.25 | 20.16 | -1.91 |
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| PAST QUARTERLY RETURNS (%) FOR
SSLGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.73 | 11.41 | 13.11 | N/A | | 2008 | -7.82 | 0.83 | -10.56 | -15.95 | | 2007 | 0.97 | 4.36 | 0.64 | -4.26 | | 2006 | 4.04 | -1.03 | 4.33 | 5.74 | | 2005 | -2.43 | 1.16 | 4.75 | 2.50 | | 2004 | 2.17 | -0.18 | -0.83 | 9.07 | | 2003 | -3.25 | 16.69 | 4.48 | 9.64 | | 2002 | 4.17 | -5.23 | -13.96 | 5.32 | | 2001 | -10.40 | 4.83 | -13.42 | 7.55 | | 2000 | 3.50 | -2.17 | -1.89 | -5.81 | | 1999 | N/A | N/A | N/A | 13.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1751 | 2013 | 86.98 | | 1-Month | 1266 | 2110 | 60.00 | | 3-Month | 1609 | 2090 | 76.99 | | 6-Month | 1762 | 2049 | 85.99 | | 1-Year | 1303 | 1999 | 65.18 | | 3-Year | 491 | 1694 | 28.98 | | 5-Year | 450 | 1352 | 33.28 |
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