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| Morningstar Return Rating: | Average | | Year to Date Return: | 51.00% | | 5-Year Average Return: | 3.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.22% | |
Worst 1-Yr Total Return (2008): | -31.64% | |
Best 3-Yr Total Return (2004-6): | 7.47% | |
Worst 3-Yr Total Return (2006-8): | -9.40% |
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| 1-Year: | 11.05% | | 3-Year: | 0.87% | | 5-Year: | 3.38% | | 10-Year: | 5.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBHYX | Category | Diff | Index* | Diff | | Year To Date | 51.00 | 42.53 | 8.47 | 7.61 | 43.39 | | 1-Month | 0.58 | 1.09 | -0.51 | 1.29 | -0.71 | | 3-Month | 7.67 | 7.76 | -0.09 | 2.86 | 4.81 | | 1-Year | 57.49 | 48.90 | 8.59 | 11.63 | 45.86 | | 3-Year | 1.34 | 2.47 | -1.13 | 6.40 | -5.06 | | 5-Year | 3.35 | 4.02 | -0.67 | 5.49 | -2.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.93 | 35.54 | 11.39 | 7.06 | 39.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.30 | 0.71 | -0.41 | 7.94 | -7.64 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.64 | -26.41 | -5.23 | | 2007 | | | -0.37 | 1.47 | -1.84 | | 2006 | | | 9.20 | 10.14 | -0.94 | | 2005 | | | 3.12 | 2.59 | 0.53 | | 2004 | | | 10.22 | 9.99 | 0.23 | | 2003 | | | 22.84 | 24.36 | -1.52 | | 2002 | | | 5.77 | -1.52 | 7.29 | | 2001 | | | 3.27 | 2.39 | 0.88 | | 2000 | | | -4.24 | -7.12 | 2.88 | | 1999 | | | 6.25 | 5.05 | 1.20 |
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| PAST QUARTERLY RETURNS (%) FOR
SBHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.11 | 24.08 | 15.88 | N/A | | 2008 | -4.25 | 2.05 | -10.23 | -22.06 | | 2007 | 2.31 | -0.13 | -0.87 | -1.63 | | 2006 | 2.23 | -0.96 | 3.71 | 3.99 | | 2005 | -2.00 | 3.06 | 1.56 | 0.54 | | 2004 | 1.35 | -1.11 | 5.20 | 4.54 | | 2003 | 6.09 | 7.70 | 1.98 | 5.43 | | 2002 | 4.64 | -4.80 | -2.06 | 8.40 | | 2001 | 3.09 | 1.05 | -7.01 | 6.61 | | 2000 | -0.93 | -0.04 | 0.68 | -3.96 | | 1999 | N/A | N/A | N/A | 4.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 81 | 543 | 14.92 | | 1-Month | 177 | 574 | 30.84 | | 3-Month | 285 | 571 | 49.91 | | 6-Month | 78 | 559 | 13.95 | | 1-Year | 51 | 543 | 9.39 | | 3-Year | 328 | 467 | 70.24 | | 5-Year | 281 | 403 | 69.73 |
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0.12% Nasdaq 
Performance
