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| Morningstar Return Rating: | Below average | | Year to Date Return: | 31.17% | | 5-Year Average Return: | -0.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.74% | |
Worst 1-Yr Total Return (2008): | -39.83% | |
Best 3-Yr Total Return (2005-7): | 6.11% | |
Worst 3-Yr Total Return (2006-8): | -10.70% |
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| 1-Year: | -8.19% | | 3-Year: | -4.59% | | 5-Year: | -0.75% | | 10-Year: | -3.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVLBX | Category | Diff | Index* | Diff | | Year To Date | 31.17 | 31.20 | -0.03 | 24.07 | 7.1 | | 1-Month | 5.30 | 5.67 | -0.37 | 6.00 | -0.7 | | 3-Month | 7.49 | 8.18 | -0.69 | 7.91 | -0.42 | | 1-Year | 31.57 | 34.04 | -2.47 | 25.39 | 6.18 | | 3-Year | -3.73 | -3.89 | 0.16 | -5.79 | 2.06 | | 5-Year | -0.53 | 1.25 | -1.78 | 0.71 | -1.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.54 | 43.84 | -3.3 | 45.76 | -5.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.18 | -18.03 | -0.15 | -18.25 | 0.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.83 | -40.67 | 0.84 | | 2007 | | | 12.74 | 13.35 | -0.61 | | 2006 | | | 4.99 | 7.05 | -2.06 | | 2005 | | | 0.95 | 6.71 | -5.76 | | 2004 | | | 4.10 | 7.81 | -3.71 | | 2003 | | | 25.10 | 28.66 | -3.56 | | 2002 | | | -29.82 | -27.64 | -2.18 | | 2001 | | | -21.39 | -22.30 | 0.91 | | 2000 | | | -15.03 | -13.05 | -1.98 | | 1999 | | | 43.86 | 38.87 | 4.99 |
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| PAST QUARTERLY RETURNS (%) FOR
SVLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.93 | 13.77 | 13.56 | N/A | | 2008 | -11.12 | 0.89 | -11.10 | -24.52 | | 2007 | 1.03 | 7.16 | 5.09 | -0.91 | | 2006 | 1.88 | -4.83 | 3.95 | 4.16 | | 2005 | -4.74 | 1.00 | 3.26 | 1.62 | | 2004 | -0.08 | 0.99 | -4.37 | 7.87 | | 2003 | -1.81 | 12.68 | 2.23 | 10.59 | | 2002 | -3.54 | -16.04 | -15.98 | 3.14 | | 2001 | -16.57 | 4.02 | -20.12 | 13.39 | | 2000 | 6.94 | -6.70 | 2.99 | -17.31 | | 1999 | N/A | N/A | N/A | 30.21 |
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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 | 839 | 1866 | 44.96 | | 1-Year | | 1815 | N/A | | 3-Year | | 1537 | N/A | | 5-Year | | 1273 | N/A |
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0.31% Nasdaq 
0.05%
Performance
