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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.32% | | 5-Year Average Return: | 5.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.10% | |
Worst 1-Yr Total Return (2008): | -25.14% | |
Best 3-Yr Total Return (2004-6): | 12.68% | |
Worst 3-Yr Total Return (2006-8): | -4.43% |
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| 1-Year: | 2.67% | | 3-Year: | 1.35% | | 5-Year: | 5.99% | | 10-Year: | 10.70% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZEBX | Category | Diff | Index* | Diff | | Year To Date | 30.32 | 30.28 | 0.04 | 6.24 | 24.08 | | 1-Month | 0.39 | 0.37 | 0.02 | 0.49 | -0.1 | | 3-Month | 8.82 | 7.25 | 1.57 | 2.60 | 6.22 | | 1-Year | 43.17 | 40.66 | 2.51 | 13.79 | 29.38 | | 3-Year | 1.44 | 5.60 | -4.16 | 6.35 | -4.91 | | 5-Year | 5.98 | 7.82 | -1.84 | 5.05 | 0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.39 | 33.40 | -2.01 | 7.06 | 24.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.90 | 2.73 | -9.63 | 7.94 | -14.84 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.14 | -17.64 | -7.50 | | 2007 | | | 3.11 | 5.36 | -2.25 | | 2006 | | | 13.10 | 10.99 | 2.11 | | 2005 | | | 12.06 | 11.50 | 0.56 | | 2004 | | | 12.89 | 12.31 | 0.58 | | 2003 | | | 29.02 | 30.83 | -1.81 | | 2002 | | | 12.68 | 12.69 | -0.01 | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SZEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.37 | 12.10 | 12.02 | N/A | | 2008 | -1.41 | -0.43 | -7.05 | -17.96 | | 2007 | 2.41 | -0.19 | -0.18 | 1.05 | | 2006 | 3.06 | -4.23 | 7.60 | 6.49 | | 2005 | -2.18 | 7.80 | 4.86 | 1.34 | | 2004 | 2.85 | -6.85 | 10.22 | 6.91 | | 2003 | 7.64 | 11.77 | 1.42 | 5.74 | | 2002 | 9.01 | -5.76 | -3.60 | 13.78 | | 2001 | N/A | N/A | -5.20 | 8.56 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 112 | 43.75 | | 1-Month | 65 | 113 | 57.52 | | 3-Month | 57 | 113 | 50.44 | | 6-Month | 62 | 112 | 55.36 | | 1-Year | 52 | 108 | 48.15 | | 3-Year | 58 | 72 | 80.56 | | 5-Year | 39 | 52 | 75.00 |
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1.00% Nasdaq 0.00%
0.01 (0.10%) 
Performance
