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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.05% | | 5-Year Average Return: | 2.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.32% | |
Worst 1-Yr Total Return (2008): | -17.65% | |
Best 3-Yr Total Return (2004-6): | 6.74% | |
Worst 3-Yr Total Return (2006-8): | -2.39% |
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| 1-Year: | 1.40% | | 3-Year: | -0.42% | | 5-Year: | 2.99% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SATBX | Category | Diff | Index* | Diff | | Year To Date | 14.05 | 17.79 | -3.74 | N/A | N/A | | 1-Month | -0.70 | -0.70 | 0 | N/A | N/A | | 3-Month | 4.06 | 4.94 | -0.88 | N/A | N/A | | 1-Year | 15.88 | 16.37 | -0.49 | N/A | N/A | | 3-Year | -0.46 | -0.93 | 0.47 | N/A | N/A | | 5-Year | 2.89 | 2.56 | 0.33 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.80 | 29.60 | -3.8 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.10 | -4.67 | 0.57 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SATBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.65 | -22.46 | 4.81 | | 2007 | | | 3.30 | 5.22 | -1.92 | | 2006 | | | 9.32 | 8.58 | 0.74 | | 2005 | | | 4.45 | 3.68 | 0.77 | | 2004 | | | 6.49 | 6.82 | -0.33 | | 2003 | | | N/A | 13.67 | N/A | | 2002 | | | N/A | -4.11 | N/A | | 2001 | | | N/A | -0.54 | N/A | | 2000 | | | N/A | 2.70 | N/A | | 1999 | | | N/A | 9.09 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SATBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.65 | 9.76 | 9.76 | N/A | | 2008 | -2.35 | -0.91 | -6.36 | -9.11 | | 2007 | 1.52 | 1.18 | 1.40 | -0.81 | | 2006 | 2.46 | -0.66 | 3.66 | 3.61 | | 2005 | -1.04 | 1.84 | 2.06 | 1.55 | | 2004 | 1.97 | -1.23 | 0.09 | 5.64 | | 2003 | N/A | N/A | 1.73 | 5.68 | | 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 | 186 | 214 | 86.92 | | 1-Month | 162 | 229 | 70.74 | | 3-Month | 182 | 225 | 80.89 | | 6-Month | 183 | 221 | 82.81 | | 1-Year | 118 | 205 | 57.56 | | 3-Year | 44 | 134 | 32.84 | | 5-Year | 19 | 52 | 36.54 |
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