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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.34% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.57% | |
Worst 1-Yr Total Return (2004): | 0.83% | |
Best 3-Yr Total Return (2006-8): | 4.68% | |
Worst 3-Yr Total Return (2004-6): | 1.90% |
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| 1-Year: | 1.52% | | 3-Year: | 3.42% | | 5-Year: | 2.87% | | 10-Year: | 3.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSGAX | Category | Diff | Index* | Diff | | Year To Date | 2.34 | 3.42 | -1.08 | 6.24 | -3.9 | | 1-Month | 0.21 | 0.37 | -0.16 | 0.49 | -0.28 | | 3-Month | 0.98 | 1.41 | -0.43 | 2.60 | -1.62 | | 1-Year | 5.04 | 6.18 | -1.14 | 13.79 | -8.75 | | 3-Year | 4.42 | 4.97 | -0.55 | 6.35 | -1.93 | | 5-Year | 3.47 | 3.80 | -0.33 | 5.05 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.73 | 2.96 | -1.23 | 7.06 | -5.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.78 | 5.15 | -0.37 | 7.94 | -3.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.75 | 4.80 | -0.05 | | 2007 | | | 5.57 | 5.87 | -0.30 | | 2006 | | | 3.71 | 3.67 | 0.04 | | 2005 | | | 1.18 | 1.26 | -0.08 | | 2004 | | | 0.83 | 1.46 | -0.63 | | 2003 | | | 0.91 | 1.45 | -0.54 | | 2002 | | | 5.67 | 6.85 | -1.18 | | 2001 | | | 6.51 | 7.26 | -0.75 | | 2000 | | | 8.04 | 8.30 | -0.26 | | 1999 | | | 1.26 | 1.49 | -0.23 |
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| PAST QUARTERLY RETURNS (%) FOR
BSGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.76 | 0.40 | 0.95 | N/A | | 2008 | 2.10 | -0.36 | 0.49 | 2.48 | | 2007 | 1.27 | 0.27 | 2.08 | 1.84 | | 2006 | 0.28 | 0.41 | 2.01 | 0.98 | | 2005 | -0.39 | 1.07 | 0.10 | 0.41 | | 2004 | 1.08 | -1.38 | 0.97 | 0.19 | | 2003 | 0.57 | 0.70 | -0.42 | 0.06 | | 2002 | 0.33 | 2.17 | 2.37 | 0.70 | | 2001 | 2.44 | 0.88 | 2.97 | 0.10 | | 2000 | 0.79 | 1.52 | 2.40 | 3.12 | | 1999 | N/A | N/A | N/A | 0.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 95 | 159 | 59.75 | | 1-Month | 127 | 163 | 77.91 | | 3-Month | 116 | 162 | 71.60 | | 6-Month | 104 | 161 | 64.60 | | 1-Year | 86 | 157 | 54.78 | | 3-Year | 96 | 150 | 64.00 | | 5-Year | 91 | 145 | 62.76 |
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1.45% Nasdaq 
Performance
