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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.08% | | 5-Year Average Return: | 0.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.93% | |
Worst 1-Yr Total Return (2008): | -30.83% | |
Best 3-Yr Total Return (2005-7): | 5.72% | |
Worst 3-Yr Total Return (2006-8): | -6.98% |
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| 1-Year: | 4.48% | | 3-Year: | -2.66% | | 5-Year: | 0.81% | | 10-Year: | 2.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBFCX | Category | Diff | Index* | Diff | | Year To Date | 24.08 | 37.83 | -13.75 | N/A | N/A | | 1-Month | 2.10 | 3.08 | -0.98 | N/A | N/A | | 3-Month | 4.60 | 6.43 | -1.83 | N/A | N/A | | 1-Year | 32.72 | 44.73 | -12.01 | N/A | N/A | | 3-Year | -2.78 | -0.80 | -1.98 | N/A | N/A | | 5-Year | 0.67 | 2.56 | -1.89 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.79 | 40.71 | -7.92 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.01 | -8.58 | -3.43 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBFCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.83 | -33.38 | 2.55 | | 2007 | | | 6.84 | 7.51 | -0.67 | | 2006 | | | 8.93 | 10.72 | -1.79 | | 2005 | | | 1.53 | 3.59 | -2.06 | | 2004 | | | 6.60 | 9.03 | -2.43 | | 2003 | | | 20.00 | 26.24 | -6.24 | | 2002 | | | -8.18 | -7.77 | -0.41 | | 2001 | | | -3.84 | -6.57 | 2.73 | | 2000 | | | 14.21 | 2.52 | 11.69 | | 1999 | | | 11.75 | 29.21 | -17.46 |
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| PAST QUARTERLY RETURNS (%) FOR
SBFCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.28 | 14.05 | 10.83 | N/A | | 2008 | -4.09 | 2.15 | -19.04 | -12.80 | | 2007 | 2.11 | 4.53 | 2.96 | -2.78 | | 2006 | 3.28 | -0.15 | 1.40 | 4.16 | | 2005 | -4.65 | 1.54 | 3.89 | 0.94 | | 2004 | 2.42 | -1.47 | -0.66 | 6.34 | | 2003 | 1.25 | 7.03 | 1.54 | 9.05 | | 2002 | 0.60 | -6.51 | -7.72 | 5.79 | | 2001 | -4.97 | 5.88 | -9.88 | 6.04 | | 2000 | 7.99 | 5.68 | 4.74 | -4.45 | | 1999 | N/A | N/A | N/A | 6.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 73 | 75 | 97.33 | | 1-Month | 61 | 81 | 75.31 | | 3-Month | 65 | 81 | 80.25 | | 6-Month | 71 | 81 | 87.65 | | 1-Year | 56 | 75 | 74.67 | | 3-Year | 38 | 61 | 62.30 | | 5-Year | 38 | 57 | 66.67 |
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0.18% Nasdaq 
0.04%
Performance
