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| Morningstar Return Rating: | Average | | Year to Date Return: | -1.81% | | 5-Year Average Return: | 2.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 19.57% | |
Worst 1-Yr Total Return (2008): | -24.63% | |
Best 3-Yr Total Return (2005-7): | 8.01% | |
Worst 3-Yr Total Return (2006-8): | -3.32% |
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| 1-Year: | 13.57% | | 3-Year: | -2.54% | | 5-Year: | 1.88% | | 10-Year: | 3.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBLDX | Category | Diff | Index* | Diff | | Year To Date | -1.81 | -1.95 | 0.14 | N/A | N/A | | 1-Month | -1.81 | -1.95 | 0.14 | N/A | N/A | | 3-Month | 2.90 | 3.10 | -0.2 | N/A | N/A | | 1-Year | 22.19 | 27.80 | -5.61 | N/A | N/A | | 3-Year | -2.06 | -2.95 | 0.89 | N/A | N/A | | 5-Year | 2.31 | 1.92 | 0.39 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.10 | 33.97 | -4.87 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.02 | -9.11 | -0.91 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBLDX | Category | Diff | | 2009 | | | 19.57 | 24.13 | -4.56 | | 2008 | | | -24.63 | -28.00 | 3.37 | | 2007 | | | 7.61 | 5.99 | 1.62 | | 2006 | | | 11.43 | 11.29 | 0.14 | | 2005 | | | 5.08 | 5.13 | -0.05 | | 2004 | | | 7.31 | 8.86 | -1.55 | | 2003 | | | 20.59 | 20.35 | 0.24 | | 2002 | | | -10.91 | -12.02 | 1.11 | | 2001 | | | -4.18 | -5.05 | 0.87 | | 2000 | | | 7.42 | 1.82 | 5.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SBLDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.84 | 11.45 | 9.90 | 3.67 | | 2008 | -5.00 | -1.11 | -6.74 | -13.97 | | 2007 | 0.97 | 4.50 | 3.87 | -1.81 | | 2006 | 2.84 | -0.80 | 4.56 | 4.46 | | 2005 | -0.23 | 0.94 | 2.23 | 2.07 | | 2004 | 0.65 | 1.27 | 0.45 | 4.81 | | 2003 | -4.35 | 12.01 | 3.22 | 9.04 | | 2002 | 1.45 | -7.55 | -9.82 | 5.33 | | 2001 | -3.37 | 1.18 | -6.48 | 4.79 | | 2000 | 1.56 | -0.18 | 3.23 | 2.64 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 299 | 1246 | 24.00 | | 1-Month | 261 | 1246 | 20.95 | | 3-Month | 564 | 1228 | 45.93 | | 6-Month | 940 | 1221 | 76.99 | | 1-Year | 838 | 1176 | 71.26 | | 3-Year | 267 | 964 | 27.70 | | 5-Year | 258 | 789 | 32.70 |
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1.52% Nasdaq 0.00%
Performance
