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| Morningstar Return Rating: | Low | | Year to Date Return: | 28.18% | | 5-Year Average Return: | 7.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 40.11% | |
Worst 1-Yr Total Return (2008): | -47.89% | |
Best 3-Yr Total Return (2005-7): | 25.12% | |
Worst 3-Yr Total Return (2006-8): | -10.02% |
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| 1-Year: | -16.88% | | 3-Year: | -2.31% | | 5-Year: | 5.84% | | 10-Year: | 7.45% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBMBX | Category | Diff | Index* | Diff | | Year To Date | 28.18 | 34.80 | -6.62 | 17.05 | 11.13 | | 1-Month | -2.16 | -1.43 | -0.73 | -1.86 | -0.3 | | 3-Month | 6.88 | 8.55 | -1.67 | 5.48 | 1.4 | | 1-Year | 16.84 | 19.10 | -2.26 | 9.80 | 7.04 | | 3-Year | -2.95 | -0.71 | -2.24 | -7.02 | 4.07 | | 5-Year | 7.30 | 10.24 | -2.94 | 0.33 | 6.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.54 | 53.32 | -5.78 | 45.76 | 1.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.29 | -32.06 | -3.23 | -18.25 | -17.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.89 | -51.12 | 3.23 | | 2007 | | | 32.44 | 42.09 | -9.65 | | 2006 | | | 5.55 | 12.05 | -6.50 | | 2005 | | | 40.11 | 46.33 | -6.22 | | 2004 | | | 28.54 | 33.42 | -4.88 | | 2003 | | | 18.79 | 32.28 | -13.49 | | 2002 | | | -5.83 | -11.49 | 5.66 | | 2001 | | | -13.00 | -13.13 | 0.13 | | 2000 | | | 25.13 | 45.89 | -20.76 | | 1999 | | | 38.54 | 32.83 | 5.71 |
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| PAST QUARTERLY RETURNS (%) FOR
SBMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.25 | 15.02 | 18.95 | N/A | | 2008 | -3.71 | 17.73 | -31.71 | -32.69 | | 2007 | 3.81 | 17.22 | 2.94 | 5.73 | | 2006 | 10.46 | 0.76 | -13.31 | 9.40 | | 2005 | 10.23 | 1.53 | 23.93 | 1.02 | | 2004 | 6.82 | 2.15 | 11.77 | 5.39 | | 2003 | -6.71 | 10.27 | 1.72 | 13.52 | | 2002 | 9.58 | 2.85 | -22.54 | 7.87 | | 2001 | -4.61 | -2.67 | -19.39 | 16.25 | | 2000 | 14.72 | 0.11 | -4.42 | 13.99 | | 1999 | N/A | N/A | N/A | 3.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 79 | 62.03 | | 1-Month | 22 | 79 | 27.85 | | 3-Month | 59 | 79 | 74.68 | | 6-Month | 70 | 79 | 88.61 | | 1-Year | 36 | 72 | 50.00 | | 3-Year | 46 | 65 | 70.77 | | 5-Year | 36 | 45 | 80.00 |
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0.18% Nasdaq 0.00%
0.02 (0.17%) 
Performance
