|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.59% | | 5-Year Average Return: | 2.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.68% | |
Worst 1-Yr Total Return (2008): | -24.61% | |
Best 3-Yr Total Return (2005-7): | 7.29% | |
Worst 3-Yr Total Return (2006-8): | -3.74% |
|
| 1-Year: | -1.53% | | 3-Year: | -0.92% | | 5-Year: | 2.41% | | 10-Year: | 2.82% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBACX | Category | Diff | Index* | Diff | | Year To Date | 14.59 | 18.16 | -3.57 | N/A | N/A | | 1-Month | -0.93 | -1.24 | 0.31 | N/A | N/A | | 3-Month | 4.02 | 4.71 | -0.69 | N/A | N/A | | 1-Year | 10.48 | 15.73 | -5.25 | N/A | N/A | | 3-Year | -1.88 | -2.66 | 0.78 | N/A | N/A | | 5-Year | 2.27 | 2.10 | 0.17 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.46 | 33.32 | -3.86 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.84 | -8.51 | -1.33 | N/A | N/A |
|
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.61 | -28.00 | 3.39 | | 2007 | | | 6.92 | 5.99 | 0.93 | | 2006 | | | 10.68 | 11.29 | -0.61 | | 2005 | | | 4.38 | 5.13 | -0.75 | | 2004 | | | 6.71 | 8.86 | -2.15 | | 2003 | | | 20.81 | 20.35 | 0.46 | | 2002 | | | -10.57 | -12.02 | 1.45 | | 2001 | | | -3.70 | -5.05 | 1.35 | | 2000 | | | 7.28 | 1.82 | 5.46 | | 1999 | | | -0.69 | 10.71 | -11.40 |
|
| PAST QUARTERLY RETURNS (%) FOR
SBACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.85 | 11.60 | 10.09 | N/A | | 2008 | -5.01 | -1.02 | -6.75 | -14.02 | | 2007 | 0.79 | 4.23 | 3.70 | -1.86 | | 2006 | 2.69 | -1.00 | 4.34 | 4.34 | | 2005 | -0.32 | 0.67 | 2.06 | 1.91 | | 2004 | 0.62 | 1.17 | 0.22 | 4.60 | | 2003 | -4.26 | 12.07 | 3.21 | 9.09 | | 2002 | 1.59 | -7.47 | -9.71 | 5.36 | | 2001 | -3.22 | 1.29 | -6.40 | 4.96 | | 2000 | 1.61 | -0.34 | 3.14 | 2.71 | | 1999 | N/A | N/A | N/A | 2.96 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 908 | 1211 | 74.98 | | 1-Month | 201 | 1258 | 15.98 | | 3-Month | 602 | 1256 | 47.93 | | 6-Month | 1073 | 1220 | 87.95 | | 1-Year | 773 | 1204 | 64.20 | | 3-Year | 264 | 950 | 27.79 | | 5-Year | 266 | 796 | 33.42 |
|
|
|
|
|
0.22% Nasdaq 
Performance
