Total Returns for Selected American Shares S (SLASX)

  • Growth of $10,000

    From 12/31/1998 to 10/31/2009

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  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    21.86% 3.21 4.82 25

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -39.44% 4.79% 15.19% 9.90% 11.97%
    +/- Category -1.65 -1.37 1.02 4.02 1.95
    +/- Index -2.44 -0.70 -0.60 4.99 1.09
    Rank in Category 70 62 35 10 22
    # of Funds in Category 2,086 2,090 1,980 1,743 1,611
    2003 2002 2001 2000 1999
    Total Returns Per Year 30.90% -17.06% -11.17% 9.33% 20.32%
    +/- Category 3.85 5.19 2.33 15.64 0.16
    +/- Index 2.22 5.04 0.72 18.43 -0.72
    Rank in Category 13 11 83 42 6
    # of Funds in Category 1,526 1,468 1,345 1,089 989
    Data as of 10/31/2009
  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day 0.68% 0.44% 1,678
    1-Week 1.20% 7 2.87% 1,678
    1-Month 3.71% 5 0.27% 1,678
    3-Month 6.33% 7 1.44% 1,655
    Year-to-date 24.25% 20 4.82% 1,594
    1-Year 9.80% 40 1.78% 1,586
    3-Year Annualized -6.11% 46 0.09% 1,345
    5-Year Annualized 0.76% 32 0.64% 1,088
    10-Year Annualized 2.06% 17 3.01% 300
    Since Inception
    Inception Date 02/28/1933
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/04/2009
  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month 4.19% -1.58%
    3-Month 17.25% 6.92%
    Year-to-date 23.83% 21.86%
    1-Year -6.33% 11.58%
    3-Year Annualized -5.43% -6.93%
    5-Year Annualized 1.53% 0.97%
    10-Year Annualized 2.86% 2.06%
    Since Inception
    Inception Date 02/28/1933
    Data as of 10/31/2009
  • Tax Analysis

    Potential Capital Gains Exposure 12.36%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 21.86% 11.58% -6.93% 0.97% 2.06%
    On Distribution* 21.86% 11.35% -7.07% 0.84% 1.60%
    Rank in Category 19 35 32 21 12
    On Distribution & Sales of Shares* 14.21% 7.71% -5.82% 0.83% 1.60%
    Rank in Category 20 40 42 30 14
    Tax Cost Ratio 0.15% 0.13% 0.45%
    Data as of 10/31/2009
    * After Tax