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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.64% | | 5-Year Average Return: | 3.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 11.12% | |
Worst 1-Yr Total Return (2008): | -1.28% | |
Best 3-Yr Total Return (2007-9): | 4.55% | |
Worst 3-Yr Total Return (2006-8): | 2.13% |
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| 1-Year: | 6.12% | | 3-Year: | 3.63% | | 5-Year: | 3.29% | | 10-Year: | 4.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAVBX | Category | Diff | Index* | Diff | | Year To Date | 1.64 | 1.70 | -0.06 | 1.53 | 0.11 | | 1-Month | 1.64 | 1.70 | -0.06 | 1.53 | 0.11 | | 3-Month | 1.62 | 2.02 | -0.4 | 1.23 | 0.39 | | 1-Year | 12.81 | 15.89 | -3.08 | 8.51 | 4.3 | | 3-Year | 5.14 | 5.02 | 0.12 | 6.60 | -1.46 | | 5-Year | 3.89 | 4.10 | -0.21 | 5.16 | -1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.61 | 13.99 | -3.38 | 7.06 | 3.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.56 | 6.56 | 3 | 7.94 | 1.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAVBX | Category | Diff | | 2009 | | | 11.12 | 13.97 | -2.85 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SAVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.35 | 5.34 | 4.88 | 0.94 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 495 | 1180 | 41.95 | | 1-Month | 578 | 1180 | 48.98 | | 3-Month | 547 | 1165 | 46.95 | | 6-Month | 796 | 1155 | 68.92 | | 1-Year | 617 | 1125 | 54.84 | | 3-Year | 506 | 986 | 51.32 | | 5-Year | 482 | 862 | 55.92 |
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