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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.91% | | 5-Year Average Return: | 2.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.62% | |
Worst 1-Yr Total Return (2008): | -26.04% | |
Best 3-Yr Total Return (2005-7): | 8.66% | |
Worst 3-Yr Total Return (2006-8): | -3.71% |
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| 1-Year: | -7.12% | | 3-Year: | -2.15% | | 5-Year: | 1.87% | | 10-Year: | 2.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBALX | Category | Diff | Index* | Diff | | Year To Date | 17.91 | 22.21 | -4.3 | N/A | N/A | | 1-Month | 3.17 | 3.58 | -0.41 | N/A | N/A | | 3-Month | 4.42 | 5.74 | -1.32 | N/A | N/A | | 1-Year | 19.75 | 26.14 | -6.39 | N/A | N/A | | 3-Year | -1.64 | -2.18 | 0.54 | N/A | N/A | | 5-Year | 2.58 | 2.20 | 0.38 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.53 | 33.99 | -3.46 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.16 | -9.13 | -3.03 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBALX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.04 | -28.00 | 1.96 | | 2007 | | | 9.10 | 5.99 | 3.11 | | 2006 | | | 10.62 | 11.29 | -0.67 | | 2005 | | | 6.32 | 5.13 | 1.19 | | 2004 | | | 8.30 | 8.86 | -0.56 | | 2003 | | | 14.78 | 20.35 | -5.57 | | 2002 | | | -10.45 | -12.02 | 1.57 | | 2001 | | | -4.17 | -5.05 | 0.88 | | 2000 | | | 5.02 | 1.82 | 3.20 | | 1999 | | | 6.85 | 10.71 | -3.86 |
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| PAST QUARTERLY RETURNS (%) FOR
SBALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.78 | 10.61 | 11.91 | N/A | | 2008 | -6.06 | 1.57 | -8.26 | -15.51 | | 2007 | 0.15 | 5.84 | 3.31 | -0.37 | | 2006 | 2.60 | -1.80 | 3.95 | 5.61 | | 2005 | -0.40 | 1.45 | 2.68 | 2.46 | | 2004 | 1.02 | 1.76 | 0.18 | 5.16 | | 2003 | -3.19 | 9.46 | -0.04 | 8.36 | | 2002 | -0.05 | -5.98 | -8.98 | 4.70 | | 2001 | -3.93 | 2.08 | -6.76 | 4.80 | | 2000 | 1.99 | -1.43 | 2.43 | 1.99 | | 1999 | N/A | N/A | N/A | 5.53 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 935 | 1184 | 78.97 | | 1-Month | 382 | 1233 | 30.98 | | 3-Month | 1093 | 1229 | 88.93 | | 6-Month | 978 | 1208 | 80.96 | | 1-Year | 813 | 1183 | 68.72 | | 3-Year | 312 | 932 | 33.48 | | 5-Year | 234 | 784 | 29.85 |
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0.20% Nasdaq 
Performance
