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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.19% | | 5-Year Average Return: | -0.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.75% | |
Worst 1-Yr Total Return (2008): | -28.09% | |
Best 3-Yr Total Return (2005-7): | 4.67% | |
Worst 3-Yr Total Return (2006-8): | -6.33% |
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| 1-Year: | -3.41% | | 3-Year: | -3.25% | | 5-Year: | 0.04% | | 10-Year: | -1.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBDTX | Category | Diff | Index* | Diff | | Year To Date | 14.19 | 18.16 | -3.97 | N/A | N/A | | 1-Month | -0.88 | -1.24 | 0.36 | N/A | N/A | | 3-Month | 4.04 | 4.71 | -0.67 | N/A | N/A | | 1-Year | 10.37 | 15.73 | -5.36 | N/A | N/A | | 3-Year | -4.20 | -2.66 | -1.54 | N/A | N/A | | 5-Year | -0.33 | 2.10 | -2.43 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.03 | 33.32 | -5.29 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.66 | -8.51 | -3.15 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBDTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.09 | -28.00 | -0.09 | | 2007 | | | 5.10 | 5.99 | -0.89 | | 2006 | | | 8.75 | 11.29 | -2.54 | | 2005 | | | 0.33 | 5.13 | -4.80 | | 2004 | | | 5.09 | 8.86 | -3.77 | | 2003 | | | 13.46 | 20.35 | -6.89 | | 2002 | | | -16.54 | -12.02 | -4.52 | | 2001 | | | -14.84 | -5.05 | -9.79 | | 2000 | | | -10.27 | 1.82 | -12.09 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SBDTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.74 | 11.04 | 10.07 | N/A | | 2008 | -7.38 | -1.83 | -6.59 | -15.34 | | 2007 | 0.65 | 3.91 | 2.74 | -2.18 | | 2006 | 1.66 | -1.69 | 4.62 | 4.01 | | 2005 | -2.49 | 0.65 | 1.59 | 0.63 | | 2004 | 0.74 | -0.34 | -0.76 | 5.47 | | 2003 | -2.19 | 7.86 | 0.59 | 6.91 | | 2002 | -2.71 | -7.51 | -7.11 | -0.15 | | 2001 | -10.69 | 1.62 | -12.65 | 7.42 | | 2000 | 4.12 | -4.54 | 0.56 | -10.22 | | 1999 | N/A | N/A | N/A | 15.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 993 | 1211 | 82.00 | | 1-Month | 616 | 1258 | 48.97 | | 3-Month | 1029 | 1256 | 81.93 | | 6-Month | 915 | 1220 | 75.00 | | 1-Year | 807 | 1204 | 67.03 | | 3-Year | 568 | 950 | 59.79 | | 5-Year | 576 | 796 | 72.36 |
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