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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.75% | | 5-Year Average Return: | 1.64% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 8.21% | |
Worst 1-Yr Total Return (2008): | -12.71% | |
Best 3-Yr Total Return (2004-6): | 6.24% | |
Worst 3-Yr Total Return (2006-8): | -2.83% |
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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 | SSLIX | Category | Diff | Index* | Diff | | Year To Date | 9.75 | 16.51 | -6.76 | N/A | N/A | | 1-Month | -0.61 | -0.33 | -0.28 | N/A | N/A | | 3-Month | 3.27 | 4.50 | -1.23 | N/A | N/A | | 1-Year | 11.70 | 15.92 | -4.22 | N/A | N/A | | 3-Year | -1.80 | 0.19 | -1.99 | N/A | N/A | | 5-Year | 1.64 | 2.75 | -1.11 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.28 | 25.13 | -4.85 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.73 | -3.25 | 1.52 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSLIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.71 | -18.61 | 5.90 | | 2007 | | | -2.85 | 4.53 | -7.38 | | 2006 | | | 8.21 | 8.16 | 0.05 | | 2005 | | | 3.69 | 2.97 | 0.72 | | 2004 | | | 6.88 | 5.46 | 1.42 | | 2003 | | | 17.01 | 12.34 | 4.67 | | 2002 | | | -1.64 | -3.11 | 1.47 | | 2001 | | | -3.51 | -0.39 | -3.12 | | 2000 | | | 1.89 | 4.28 | -2.39 | | 1999 | | | 7.40 | 5.85 | 1.55 |
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| PAST QUARTERLY RETURNS (%) FOR
SSLIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.36 | 6.45 | 8.46 | N/A | | 2008 | -3.13 | -0.36 | -5.32 | -4.49 | | 2007 | 0.80 | 2.14 | -0.93 | -4.75 | | 2006 | 1.67 | -0.74 | 3.80 | 3.30 | | 2005 | -1.61 | 1.89 | 1.94 | 1.45 | | 2004 | 2.11 | -1.38 | 0.96 | 5.12 | | 2003 | -1.01 | 10.08 | 2.22 | 5.05 | | 2002 | 2.31 | -1.51 | -5.64 | 3.45 | | 2001 | -4.45 | 2.79 | -5.80 | 4.28 | | 2000 | 2.38 | 0.08 | 0.62 | -1.17 | | 1999 | N/A | N/A | N/A | 6.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 566 | 637 | 88.85 | | 1-Month | 96 | 644 | 14.91 | | 3-Month | 405 | 644 | 62.89 | | 6-Month | 523 | 638 | 81.97 | | 1-Year | 377 | 633 | 59.56 | | 3-Year | 300 | 506 | 59.29 | | 5-Year | 199 | 343 | 58.02 |
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