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| Morningstar Return Rating: | Low | | Year to Date Return: | 32.03% | | 5-Year Average Return: | 5.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.20% | |
Worst 1-Yr Total Return (2008): | -25.23% | |
Best 3-Yr Total Return (2004-6): | 12.63% | |
Worst 3-Yr Total Return (2006-8): | -4.39% |
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| 1-Year: | 5.54% | | 3-Year: | 2.21% | | 5-Year: | 6.31% | | 10-Year: | 10.69% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZECX | Category | Diff | Index* | Diff | | Year To Date | 32.03 | 32.12 | -0.09 | 7.61 | 24.42 | | 1-Month | 1.27 | 1.44 | -0.17 | 1.29 | -0.02 | | 3-Month | 7.19 | 6.67 | 0.52 | 2.86 | 4.33 | | 1-Year | 43.11 | 41.79 | 1.32 | 11.63 | 31.48 | | 3-Year | 1.20 | 5.50 | -4.3 | 6.40 | -5.2 | | 5-Year | 5.96 | 7.74 | -1.78 | 5.49 | 0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.30 | 33.40 | -2.1 | 7.06 | 24.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.92 | 2.19 | -9.11 | 7.94 | -14.86 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.23 | -17.64 | -7.59 | | 2007 | | | 3.25 | 5.36 | -2.11 | | 2006 | | | 13.20 | 10.99 | 2.21 | | 2005 | | | 11.99 | 11.50 | 0.49 | | 2004 | | | 12.69 | 12.31 | 0.38 | | 2003 | | | 29.05 | 30.83 | -1.78 | | 2002 | | | 12.57 | 12.69 | -0.12 | | 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
SZECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.37 | 12.13 | 12.04 | N/A | | 2008 | -1.48 | -0.51 | -6.97 | -18.00 | | 2007 | 2.50 | -0.18 | -0.07 | 0.99 | | 2006 | 3.15 | -4.24 | 7.61 | 6.50 | | 2005 | -2.08 | 7.71 | 4.87 | 1.26 | | 2004 | 2.95 | -7.04 | 10.23 | 6.82 | | 2003 | 7.64 | 11.66 | 1.43 | 5.85 | | 2002 | 9.01 | -5.86 | -3.60 | 13.79 | | 2001 | N/A | N/A | -5.20 | 8.71 | | 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 | 47 | 112 | 41.96 | | 1-Month | 44 | 113 | 38.94 | | 3-Month | 21 | 113 | 18.58 | | 6-Month | 56 | 112 | 50.00 | | 1-Year | 40 | 108 | 37.04 | | 3-Year | 59 | 73 | 80.82 | | 5-Year | 38 | 53 | 71.70 |
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0.26% Nasdaq 
0.01 (0.10%) 
Performance
