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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.98% | | 5-Year Average Return: | 0.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.48% | |
Worst 1-Yr Total Return (2008): | -39.30% | |
Best 3-Yr Total Return (2005-7): | 6.89% | |
Worst 3-Yr Total Return (2006-8): | -9.99% |
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| 1-Year: | -9.16% | | 3-Year: | -4.79% | | 5-Year: | -0.79% | | 10-Year: | -3.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVLAX | Category | Diff | Index* | Diff | | Year To Date | 31.98 | 31.20 | 0.78 | 24.07 | 7.91 | | 1-Month | 5.37 | 5.67 | -0.3 | 6.00 | -0.63 | | 3-Month | 7.66 | 8.18 | -0.52 | 7.91 | -0.25 | | 1-Year | 32.56 | 34.04 | -1.48 | 25.39 | 7.17 | | 3-Year | -3.01 | -3.89 | 0.88 | -5.79 | 2.78 | | 5-Year | 0.22 | 1.25 | -1.03 | 0.71 | -0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.02 | 43.84 | -2.82 | 45.76 | -4.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.52 | -18.03 | 0.51 | -18.25 | 0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.30 | -40.67 | 1.37 | | 2007 | | | 13.48 | 13.35 | 0.13 | | 2006 | | | 5.88 | 7.05 | -1.17 | | 2005 | | | 1.64 | 6.71 | -5.07 | | 2004 | | | 4.82 | 7.81 | -2.99 | | 2003 | | | 26.02 | 28.66 | -2.64 | | 2002 | | | -29.26 | -27.64 | -1.62 | | 2001 | | | -20.80 | -22.30 | 1.50 | | 2000 | | | -14.46 | -13.05 | -1.41 | | 1999 | | | 44.71 | 38.87 | 5.84 |
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| PAST QUARTERLY RETURNS (%) FOR
SVLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.77 | 13.89 | 13.78 | N/A | | 2008 | -10.91 | 1.03 | -10.93 | -24.28 | | 2007 | 1.16 | 7.42 | 5.22 | -0.75 | | 2006 | 2.13 | -4.68 | 4.11 | 4.46 | | 2005 | -4.53 | 1.17 | 3.40 | 1.78 | | 2004 | 0.14 | 1.17 | -4.28 | 8.09 | | 2003 | -1.65 | 12.96 | 2.42 | 10.75 | | 2002 | -3.37 | -15.87 | -15.85 | 3.41 | | 2001 | -16.38 | 4.18 | -19.97 | 13.59 | | 2000 | 7.11 | -6.54 | 3.16 | -17.17 | | 1999 | N/A | N/A | N/A | 30.44 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 1818 | 0.00 | | 1-Month | 0 | 1906 | 0.00 | | 3-Month | 0 | 1904 | 0.00 | | 6-Month | 653 | 1866 | 34.99 | | 1-Year | | 1815 | N/A | | 3-Year | | 1537 | N/A | | 5-Year | | 1273 | N/A |
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0.80% Nasdaq 
Performance
