|
| Morningstar Return Rating: | Low | | Year to Date Return: | 31.20% | | 5-Year Average Return: | 6.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.00% | |
Worst 1-Yr Total Return (2008): | -24.61% | |
Best 3-Yr Total Return (2004-6): | 13.49% | |
Worst 3-Yr Total Return (2006-8): | -3.66% |
|
| 1-Year: | 2.50% | | 3-Year: | 1.43% | | 5-Year: | 6.15% | | 10-Year: | 11.05% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZEAX | Category | Diff | Index* | Diff | | Year To Date | 31.20 | 30.28 | 0.92 | 6.24 | 24.96 | | 1-Month | 0.49 | 0.37 | 0.12 | 0.49 | 0 | | 3-Month | 9.06 | 7.25 | 1.81 | 2.60 | 6.46 | | 1-Year | 44.31 | 40.66 | 3.65 | 13.79 | 30.52 | | 3-Year | 2.28 | 5.60 | -3.32 | 6.35 | -4.07 | | 5-Year | 6.82 | 7.82 | -1 | 5.05 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.84 | 33.40 | -1.56 | 7.06 | 24.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.20 | 2.73 | -8.93 | 7.94 | -14.14 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.61 | -17.64 | -6.97 | | 2007 | | | 4.04 | 5.36 | -1.32 | | 2006 | | | 14.00 | 10.99 | 3.01 | | 2005 | | | 12.94 | 11.50 | 1.44 | | 2004 | | | 13.53 | 12.31 | 1.22 | | 2003 | | | 30.32 | 30.83 | -0.51 | | 2002 | | | 13.34 | 12.69 | 0.65 | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SZEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.58 | 12.25 | 12.29 | N/A | | 2008 | -1.29 | -0.31 | -6.81 | -17.79 | | 2007 | 2.62 | 0.09 | 0.04 | 1.27 | | 2006 | 3.26 | -4.07 | 7.84 | 6.72 | | 2005 | -1.92 | 7.92 | 5.08 | 1.54 | | 2004 | 3.08 | -6.87 | 10.47 | 7.05 | | 2003 | 7.88 | 12.04 | 1.63 | 6.09 | | 2002 | 9.10 | -5.57 | -3.55 | 14.07 | | 2001 | N/A | N/A | -4.88 | 8.80 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 112 | 41.96 | | 1-Month | 58 | 113 | 51.33 | | 3-Month | 36 | 113 | 31.86 | | 6-Month | 53 | 112 | 47.32 | | 1-Year | 47 | 108 | 43.52 | | 3-Year | 53 | 72 | 73.61 | | 5-Year | 37 | 52 | 71.15 |
|
|
|
|
|
1.23% Nasdaq 
Performance
