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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.81% | | 5-Year Average Return: | -1.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.36% | |
Worst 1-Yr Total Return (2008): | -44.88% | |
Best 3-Yr Total Return (2004-6): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -12.58% |
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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 | SBKIX | Category | Diff | Index* | Diff | | Year To Date | 18.81 | 18.65 | 0.16 | 17.05 | 1.76 | | 1-Month | -2.26 | -2.18 | -0.08 | -1.86 | -0.4 | | 3-Month | 4.85 | 5.08 | -0.23 | 5.48 | -0.63 | | 1-Year | 10.09 | 11.86 | -1.77 | 9.80 | 0.29 | | 3-Year | -10.85 | -6.78 | -4.07 | -7.02 | -3.83 | | 5-Year | -1.23 | 0.49 | -1.72 | 0.33 | -1.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.85 | 45.26 | 3.59 | 45.76 | 3.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.90 | -15.99 | -7.91 | -18.25 | -5.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.88 | -37.79 | -7.09 | | 2007 | | | 4.15 | 6.16 | -2.01 | | 2006 | | | 16.36 | 14.17 | 2.19 | | 2005 | | | 8.65 | 5.88 | 2.77 | | 2004 | | | 13.07 | 10.02 | 3.05 | | 2003 | | | 29.53 | 27.05 | 2.48 | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SBKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.95 | 19.32 | 15.71 | N/A | | 2008 | -11.10 | -1.28 | -15.40 | -25.76 | | 2007 | 2.50 | 5.99 | 0.10 | -4.22 | | 2006 | 6.61 | -2.06 | 3.40 | 7.79 | | 2005 | -2.17 | 1.53 | 6.69 | 2.53 | | 2004 | 3.08 | 0.19 | -1.19 | 10.81 | | 2003 | -5.18 | 16.09 | 4.06 | 13.09 | | 2002 | N/A | N/A | N/A | 6.45 | | 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 | 885 | 2013 | 43.96 | | 1-Month | 1181 | 2110 | 55.97 | | 3-Month | 1233 | 2090 | 59.00 | | 6-Month | 389 | 2049 | 18.98 | | 1-Year | 1056 | 1999 | 52.83 | | 3-Year | 1272 | 1694 | 75.09 | | 5-Year | 946 | 1352 | 69.97 |
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0.22% Nasdaq 
0.05 (0.52%) 
Performance
