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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.52% | | 5-Year Average Return: | -0.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.91% | |
Worst 1-Yr Total Return (2008): | -36.09% | |
Best 3-Yr Total Return (2004-6): | 8.66% | |
Worst 3-Yr Total Return (2006-8): | -9.10% |
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| 1-Year: | -9.30% | | 3-Year: | -5.74% | | 5-Year: | -0.05% | | 10-Year: | 2.50% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBPLX | Category | Diff | Index* | Diff | | Year To Date | 21.52 | 22.21 | -0.69 | N/A | N/A | | 1-Month | 4.86 | 3.58 | 1.28 | N/A | N/A | | 3-Month | 5.59 | 5.74 | -0.15 | N/A | N/A | | 1-Year | 24.75 | 26.14 | -1.39 | N/A | N/A | | 3-Year | -5.63 | -2.18 | -3.45 | N/A | N/A | | 5-Year | -0.03 | 2.20 | -2.23 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.20 | 33.99 | -6.79 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.57 | -9.13 | -10.44 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBPLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.09 | -28.00 | -8.09 | | 2007 | | | 5.98 | 5.99 | -0.01 | | 2006 | | | 10.91 | 11.29 | -0.38 | | 2005 | | | 6.29 | 5.13 | 1.16 | | 2004 | | | 8.82 | 8.86 | -0.04 | | 2003 | | | 35.18 | 20.35 | 14.83 | | 2002 | | | -13.89 | -12.02 | -1.87 | | 2001 | | | -4.35 | -5.05 | 0.70 | | 2000 | | | 5.58 | 1.82 | 3.76 | | 1999 | | | 4.60 | 10.71 | -6.11 |
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| PAST QUARTERLY RETURNS (%) FOR
SBPLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.51 | 14.33 | 7.73 | N/A | | 2008 | -8.38 | 1.86 | -12.97 | -21.31 | | 2007 | 1.49 | 5.08 | 1.16 | -1.77 | | 2006 | 4.21 | -1.77 | 1.97 | 6.24 | | 2005 | -2.23 | 4.00 | 4.41 | 0.12 | | 2004 | 2.49 | -1.10 | 0.04 | 7.33 | | 2003 | 2.91 | 13.59 | 3.20 | 12.05 | | 2002 | -0.99 | -10.79 | -12.03 | 10.82 | | 2001 | -1.20 | 1.48 | -11.85 | 8.23 | | 2000 | 2.71 | 3.29 | 0.97 | -1.43 | | 1999 | N/A | N/A | N/A | 7.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 568 | 1184 | 47.97 | | 1-Month | 24 | 1233 | 1.95 | | 3-Month | 86 | 1229 | 7.00 | | 6-Month | 1063 | 1208 | 88.00 | | 1-Year | 489 | 1183 | 41.34 | | 3-Year | 710 | 932 | 76.18 | | 5-Year | 580 | 784 | 73.98 |
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0.63% Nasdaq 
0.03%
Performance
