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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.03% | | 5-Year Average Return: | N/A | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.86% | |
Worst 1-Yr Total Return (2005): | 2.85% | |
Best 3-Yr Total Return (2006-8): | 5.45% | |
Worst 3-Yr Total Return (2005-7): | 4.11% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBBVX | Category | Diff | Index* | Diff | | Year To Date | 7.03 | 13.54 | -6.51 | 6.24 | 0.79 | | 1-Month | 0.69 | 0.89 | -0.2 | 0.49 | 0.2 | | 3-Month | 2.47 | 4.14 | -1.67 | 2.60 | -0.13 | | 1-Year | 14.62 | 17.86 | -3.24 | 13.79 | 0.83 | | 3-Year | 6.81 | 4.54 | 2.27 | 6.35 | 0.46 | | 5-Year | N/A | 3.85 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.38 | 13.81 | -6.43 | 7.06 | 0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.19 | 6.49 | 3.7 | 7.94 | 2.25 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBBVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.86 | -4.70 | 11.56 | | 2007 | | | 5.91 | 4.70 | 1.21 | | 2006 | | | 3.59 | 4.15 | -0.56 | | 2005 | | | 2.85 | 1.80 | 1.05 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SBBVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.37 | 2.06 | 3.76 | N/A | | 2008 | 2.95 | -1.83 | 0.51 | 5.20 | | 2007 | 1.62 | -0.65 | 2.15 | 2.70 | | 2006 | -0.70 | -0.16 | 3.28 | 1.17 | | 2005 | -0.15 | 3.14 | -0.88 | 0.77 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 942 | 1122 | 83.96 | | 1-Month | 523 | 1164 | 44.93 | | 3-Month | 992 | 1154 | 85.96 | | 6-Month | 985 | 1133 | 86.94 | | 1-Year | 696 | 1113 | 62.53 | | 3-Year | 115 | 957 | 12.02 | | 5-Year | | 845 | N/A |
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0.22% Nasdaq 
0.02 (0.19%) 
Performance
