|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.15% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.18% | |
Worst 1-Yr Total Return (2008): | -1.28% | |
Best 3-Yr Total Return (2005-7): | 2.92% | |
Worst 3-Yr Total Return (2006-8): | 2.13% |
|
| 1-Year: | 7.23% | | 3-Year: | 3.68% | | 5-Year: | 3.24% | | 10-Year: | 4.73% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAVBX | Category | Diff | Index* | Diff | | Year To Date | 11.15 | 13.54 | -2.39 | 6.24 | 4.91 | | 1-Month | 0.96 | 0.89 | 0.07 | 0.49 | 0.47 | | 3-Month | 3.20 | 4.14 | -0.94 | 2.60 | 0.6 | | 1-Year | 17.76 | 17.86 | -0.1 | 13.79 | 3.97 | | 3-Year | 4.76 | 4.54 | 0.22 | 6.35 | -1.59 | | 5-Year | 3.64 | 3.85 | -0.21 | 5.05 | -1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.61 | 13.81 | -3.2 | 7.06 | 3.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.56 | 6.49 | 3.07 | 7.94 | 1.62 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.28 | -4.70 | 3.42 | | 2007 | | | 4.18 | 4.70 | -0.52 | | 2006 | | | 3.57 | 4.15 | -0.58 | | 2005 | | | 1.02 | 1.80 | -0.78 | | 2004 | | | 3.33 | 3.91 | -0.58 | | 2003 | | | 5.92 | 5.10 | 0.82 | | 2002 | | | 8.58 | 8.04 | 0.54 | | 2001 | | | 4.55 | 7.64 | -3.09 | | 2000 | | | 7.75 | 9.44 | -1.69 | | 1999 | | | -0.25 | -1.35 | 1.10 |
|
| PAST QUARTERLY RETURNS (%) FOR
SAVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.35 | 5.34 | 4.88 | N/A | | 2008 | 0.27 | -1.22 | -2.24 | 1.94 | | 2007 | 1.22 | -1.22 | 2.16 | 2.00 | | 2006 | -0.45 | -0.46 | 3.39 | 1.10 | | 2005 | -0.83 | 2.42 | -0.87 | 0.34 | | 2004 | 2.38 | -2.47 | 2.80 | 0.68 | | 2003 | 1.60 | 2.82 | 0.51 | 0.88 | | 2002 | 0.10 | 2.47 | 3.45 | 2.32 | | 2001 | 3.57 | 0.19 | 1.98 | -1.21 | | 2000 | 0.46 | 1.98 | 2.43 | 2.69 | | 1999 | N/A | N/A | N/A | 0.12 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 673 | 1122 | 59.98 | | 1-Month | 582 | 1164 | 50.00 | | 3-Month | 900 | 1154 | 77.99 | | 6-Month | 668 | 1133 | 58.96 | | 1-Year | 487 | 1113 | 43.76 | | 3-Year | 487 | 957 | 50.89 | | 5-Year | 466 | 845 | 55.15 |
|
|
|
|
|
0.67% Nasdaq 
0.01 (0.10%) 
Performance
