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| Morningstar Return Rating: | Average | | Year to Date Return: | 4.41% | | 5-Year Average Return: | 3.32% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.08% | |
Worst 1-Yr Total Return (2005): | 0.81% | |
Best 3-Yr Total Return (2006-8): | 3.90% | |
Worst 3-Yr Total Return (2004-6): | 2.06% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSDAX | Category | Diff | Index* | Diff | | Year To Date | 4.41 | 9.09 | -4.68 | 6.24 | -1.83 | | 1-Month | 0.51 | 0.68 | -0.17 | 0.49 | 0.02 | | 3-Month | 1.55 | 2.53 | -0.98 | 2.60 | -1.05 | | 1-Year | 7.60 | 9.59 | -1.99 | 13.79 | -6.19 | | 3-Year | 4.25 | 3.61 | 0.64 | 6.35 | -2.1 | | 5-Year | 3.32 | 3.21 | 0.11 | 5.05 | -1.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.70 | 7.68 | -3.98 | 7.06 | -3.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.92 | 4.17 | 0.75 | 7.94 | -3.02 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSDAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.67 | -4.23 | 6.90 | | 2007 | | | 5.08 | 4.29 | 0.79 | | 2006 | | | 3.97 | 4.05 | -0.08 | | 2005 | | | 0.81 | 1.45 | -0.64 | | 2004 | | | 1.42 | 1.63 | -0.21 | | 2003 | | | 2.81 | 2.54 | 0.27 | | 2002 | | | 5.41 | 5.47 | -0.06 | | 2001 | | | 6.50 | 7.27 | -0.77 | | 2000 | | | 8.05 | 7.59 | 0.46 | | 1999 | | | 1.01 | 2.21 | -1.20 |
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| PAST QUARTERLY RETURNS (%) FOR
BSDAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.86 | 1.41 | 1.57 | N/A | | 2008 | 1.42 | -0.85 | -0.75 | 2.88 | | 2007 | 1.40 | 0.53 | 1.51 | 1.56 | | 2006 | 0.04 | 0.38 | 2.42 | 1.08 | | 2005 | -0.86 | 1.62 | -0.37 | 0.43 | | 2004 | 1.65 | -1.79 | 1.50 | 0.09 | | 2003 | 1.19 | 1.54 | 0.13 | -0.07 | | 2002 | -0.15 | 2.09 | 2.56 | 0.83 | | 2001 | 2.73 | 0.94 | 3.52 | -0.79 | | 2000 | 0.91 | 1.71 | 2.31 | 2.90 | | 1999 | N/A | N/A | N/A | -0.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 419 | 82.82 | | 1-Month | 247 | 435 | 56.78 | | 3-Month | 316 | 434 | 72.81 | | 6-Month | 361 | 420 | 85.95 | | 1-Year | 252 | 419 | 60.14 | | 3-Year | 142 | 360 | 39.44 | | 5-Year | 141 | 305 | 46.23 |
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0.22% Nasdaq 
0.03 (0.16%) 
Performance
