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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.46% | | 5-Year Average Return: | 1.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.75% | |
Worst 1-Yr Total Return (2008): | -37.58% | |
Best 3-Yr Total Return (2004-6): | 12.03% | |
Worst 3-Yr Total Return (2006-8): | -8.84% |
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| 1-Year: | -7.38% | | 3-Year: | -4.09% | | 5-Year: | 2.39% | | 10-Year: | 2.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVLCX | Category | Diff | Index* | Diff | | Year To Date | 19.46 | 15.79 | 3.67 | 17.05 | 2.41 | | 1-Month | -2.80 | -2.21 | -0.59 | -1.86 | -0.94 | | 3-Month | 5.11 | 5.62 | -0.51 | 5.48 | -0.37 | | 1-Year | 12.96 | 9.52 | 3.44 | 9.80 | 3.16 | | 3-Year | -5.78 | -8.36 | 2.58 | -7.02 | 1.24 | | 5-Year | 1.54 | 0.18 | 1.36 | 0.33 | 1.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.53 | 46.84 | 13.69 | 45.76 | 14.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.89 | -16.40 | -0.49 | -18.25 | 1.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.58 | -37.09 | -0.49 | | 2007 | | | 8.18 | 1.42 | 6.76 | | 2006 | | | 12.18 | 18.15 | -5.97 | | 2005 | | | 9.22 | 5.95 | 3.27 | | 2004 | | | 14.75 | 12.97 | 1.78 | | 2003 | | | 35.23 | 28.44 | 6.79 | | 2002 | | | -31.32 | -18.69 | -12.63 | | 2001 | | | -10.58 | -4.99 | -5.59 | | 2000 | | | 28.13 | 7.87 | 20.26 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SVLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.55 | 22.89 | 15.69 | N/A | | 2008 | -7.22 | -4.47 | -7.47 | -23.88 | | 2007 | 1.81 | 9.10 | 0.00 | -2.61 | | 2006 | 3.57 | -0.71 | 2.60 | 6.31 | | 2005 | 2.04 | 0.52 | 1.56 | 4.85 | | 2004 | 0.92 | 4.23 | -1.45 | 10.70 | | 2003 | -7.97 | 21.34 | 4.67 | 15.68 | | 2002 | 1.04 | -15.78 | -25.39 | 8.17 | | 2001 | -3.87 | 1.14 | -13.57 | 6.41 | | 2000 | -3.43 | -0.54 | 17.32 | 13.71 | | 1999 | N/A | N/A | N/A | 3.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 293 | 1335 | 21.95 | | 1-Month | 1116 | 1379 | 80.93 | | 3-Month | 1244 | 1368 | 90.94 | | 6-Month | 740 | 1346 | 54.98 | | 1-Year | 268 | 1318 | 20.33 | | 3-Year | 183 | 1124 | 16.28 | | 5-Year | 194 | 934 | 20.77 |
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0.83% Nasdaq 0.00%
Performance
