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| Morningstar Return Rating: | High | | Year to Date Return: | 29.46% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 2.99% | |
Worst 1-Yr Total Return (2008): | -21.79% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SAMBX | Category | Diff | Index* | Diff | | Year To Date | 29.46 | 38.37 | -8.91 | 6.24 | 23.22 | | 1-Month | 0.50 | 0.70 | -0.2 | 0.49 | 0.01 | | 3-Month | 3.13 | 5.37 | -2.24 | 2.60 | 0.53 | | 1-Year | 20.67 | 22.58 | -1.91 | 13.79 | 6.88 | | 3-Year | 1.96 | -1.38 | 3.34 | 6.35 | -4.39 | | 5-Year | N/A | 1.19 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.72 | 27.44 | -7.72 | 7.06 | 12.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.53 | -2.24 | 1.71 | 7.94 | -8.47 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.79 | -29.72 | 7.93 | | 2007 | | | 2.99 | 1.09 | 1.90 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SAMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.96 | 12.47 | 6.09 | N/A | | 2008 | -4.41 | 4.82 | -4.35 | -18.40 | | 2007 | 2.39 | 1.60 | -1.27 | 0.27 | | 2006 | N/A | 0.35 | 1.99 | 2.56 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 108 | 135 | 80.00 | | 1-Month | 72 | 135 | 53.33 | | 3-Month | 114 | 135 | 84.44 | | 6-Month | 114 | 135 | 84.44 | | 1-Year | 86 | 135 | 63.70 | | 3-Year | 7 | 89 | 7.87 | | 5-Year | | 64 | N/A |
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0.21% Nasdaq 
Performance
