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| Morningstar Return Rating: | Above average | | Year to Date Return: | 25.39% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.97% | |
Worst 1-Yr Total Return (2008): | -35.40% | |
Best 3-Yr Total Return (2004-6): | 12.16% | |
Worst 3-Yr Total Return (2006-8): | -8.31% |
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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 | STLEX | Category | Diff | Index* | Diff | | Year To Date | 25.39 | 27.92 | -2.53 | N/A | N/A | | 1-Month | 4.56 | 4.43 | 0.13 | N/A | N/A | | 3-Month | 6.49 | 6.70 | -0.21 | N/A | N/A | | 1-Year | 31.02 | 32.76 | -1.74 | N/A | N/A | | 3-Year | -5.80 | -5.40 | -0.4 | N/A | N/A | | 5-Year | 1.61 | 1.15 | 0.46 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.46 | 48.32 | 1.14 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.63 | -11.74 | -3.89 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STLEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.40 | -37.94 | 2.54 | | 2007 | | | 2.03 | 6.21 | -4.18 | | 2006 | | | 16.97 | 14.67 | 2.30 | | 2005 | | | 8.24 | 7.41 | 0.83 | | 2004 | | | 11.43 | 11.71 | -0.28 | | 2003 | | | 27.64 | 26.65 | 0.99 | | 2002 | | | -18.73 | -16.99 | -1.74 | | 2001 | | | -13.41 | -13.81 | 0.40 | | 2000 | | | -9.71 | -10.06 | 0.35 | | 1999 | | | 21.37 | 20.85 | 0.52 |
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| PAST QUARTERLY RETURNS (%) FOR
STLEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.28 | 19.00 | 16.29 | N/A | | 2008 | -7.37 | -0.73 | -11.31 | -20.80 | | 2007 | 1.70 | 3.66 | 0.75 | -3.94 | | 2006 | 5.76 | -0.88 | 4.35 | 6.93 | | 2005 | -1.14 | 1.56 | 4.83 | 2.83 | | 2004 | 2.65 | 0.30 | -1.90 | 10.33 | | 2003 | -3.11 | 14.90 | 3.16 | 11.14 | | 2002 | 0.63 | -10.98 | -15.79 | 7.73 | | 2001 | -11.92 | 4.70 | -14.98 | 10.44 | | 2000 | 2.58 | -2.61 | -2.15 | -7.63 | | 1999 | N/A | N/A | N/A | 16.35 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 154 | 193 | 79.79 | | 1-Month | 148 | 204 | 72.55 | | 3-Month | 149 | 199 | 74.87 | | 6-Month | 89 | 198 | 44.95 | | 1-Year | 124 | 185 | 67.03 | | 3-Year | 55 | 102 | 53.92 | | 5-Year | 8 | 49 | 16.33 |
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0.63% Nasdaq 
0.03%
Performance
