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| Morningstar Return Rating: | | | Year to Date Return: | 5.72% | | 5-Year Average Return: | -2.89% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -25.67% | |
Worst 1-Yr Total Return (2008): | -25.67% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -11.35% | | 3-Year: | -10.18% | | 5-Year: | -1.19% | | 10-Year: | 5.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBFBX | Category | Diff | Index* | Diff | | Year To Date | 5.72 | 24.03 | -18.31 | 24.07 | -18.35 | | 1-Month | 2.45 | 3.09 | -0.64 | 6.00 | -3.55 | | 3-Month | -0.83 | 0.88 | -1.71 | 7.91 | -8.74 | | 1-Year | 8.96 | 25.06 | -16.1 | 25.39 | -16.43 | | 3-Year | -10.63 | -14.98 | 4.35 | -5.79 | -4.84 | | 5-Year | -2.89 | -5.72 | 2.83 | 0.71 | -3.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.49 | 76.37 | -43.88 | 45.76 | -13.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.69 | -13.82 | 4.13 | -18.25 | 8.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.67 | -43.91 | 18.24 | | 2007 | | | N/A | -11.64 | N/A | | 2006 | | | N/A | 16.90 | N/A | | 2005 | | | N/A | 6.74 | N/A | | 2004 | | | N/A | 14.02 | N/A | | 2003 | | | N/A | 33.56 | N/A | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SBFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.75 | 11.99 | 12.87 | N/A | | 2008 | -9.98 | -10.17 | 7.38 | -14.41 | | 2007 | N/A | 1.46 | -3.44 | -7.18 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 | 105 | 129 | 81.40 | | 1-Month | 23 | 129 | 17.83 | | 3-Month | 50 | 129 | 38.76 | | 6-Month | 119 | 129 | 92.25 | | 1-Year | 84 | 122 | 68.85 | | 3-Year | | 107 | N/A | | 5-Year | | 101 | N/A |
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0.20% Nasdaq 
Performance
