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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.15% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.01% | |
Worst 1-Yr Total Return (2008): | -35.94% | |
Best 3-Yr Total Return (2004-6): | 11.25% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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| 1-Year: | -6.42% | | 3-Year: | -6.30% | | 5-Year: | 1.28% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAUBX | Category | Diff | Index* | Diff | | Year To Date | 19.15 | 22.49 | -3.34 | N/A | N/A | | 1-Month | -2.39 | -2.24 | -0.15 | N/A | N/A | | 3-Month | 5.24 | 5.56 | -0.32 | N/A | N/A | | 1-Year | 14.98 | 17.11 | -2.13 | N/A | N/A | | 3-Year | -7.26 | -5.95 | -1.31 | N/A | N/A | | 5-Year | 0.70 | 1.26 | -0.56 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.86 | 48.07 | 0.79 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.31 | -11.37 | -4.94 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAUBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.94 | -37.94 | 2.00 | | 2007 | | | 1.20 | 6.21 | -5.01 | | 2006 | | | 16.01 | 14.67 | 1.34 | | 2005 | | | 7.41 | 7.41 | 0.00 | | 2004 | | | 10.51 | 11.71 | -1.20 | | 2003 | | | N/A | 26.65 | N/A | | 2002 | | | N/A | -16.99 | N/A | | 2001 | | | N/A | -13.81 | N/A | | 2000 | | | N/A | -10.06 | N/A | | 1999 | | | N/A | 20.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SAUBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.45 | 18.80 | 16.02 | N/A | | 2008 | -7.55 | -0.92 | -11.47 | -21.00 | | 2007 | 1.52 | 3.44 | 0.54 | -4.16 | | 2006 | 5.56 | -1.10 | 4.15 | 6.69 | | 2005 | -1.30 | 1.39 | 4.58 | 2.62 | | 2004 | 2.48 | 0.08 | -2.10 | 10.05 | | 2003 | N/A | N/A | 3.02 | 10.85 | | 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 | 172 | 196 | 87.76 | | 1-Month | 110 | 212 | 51.89 | | 3-Month | 126 | 208 | 60.58 | | 6-Month | 121 | 206 | 58.74 | | 1-Year | 109 | 184 | 59.24 | | 3-Year | 78 | 102 | 76.47 | | 5-Year | 33 | 41 | 80.49 |
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