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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.41% | | 5-Year Average Return: | -3.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.58% | |
Worst 1-Yr Total Return (2008): | -48.59% | |
Best 3-Yr Total Return (2004-6): | 7.25% | |
Worst 3-Yr Total Return (2006-8): | -16.17% |
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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 | SBSCX | Category | Diff | Index* | Diff | | Year To Date | 29.41 | 21.65 | 7.76 | 17.05 | 12.36 | | 1-Month | -6.04 | -5.90 | -0.14 | -1.86 | -4.18 | | 3-Month | 0.16 | 2.07 | -1.91 | 5.48 | -5.32 | | 1-Year | 19.25 | 13.17 | 6.08 | 9.80 | 9.45 | | 3-Year | -10.78 | -7.45 | -3.33 | -7.02 | -3.76 | | 5-Year | -3.81 | 0.22 | -4.03 | 0.33 | -4.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.11 | 52.20 | 27.91 | 45.76 | 34.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.17 | -18.89 | -5.28 | -18.25 | -5.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.59 | -41.55 | -7.04 | | 2007 | | | 3.62 | 7.59 | -3.97 | | 2006 | | | 10.58 | 10.81 | -0.23 | | 2005 | | | 2.22 | 6.02 | -3.80 | | 2004 | | | 9.14 | 12.41 | -3.27 | | 2003 | | | 29.69 | 45.54 | -15.85 | | 2002 | | | -26.95 | -27.88 | 0.93 | | 2001 | | | -13.07 | -8.91 | -4.16 | | 2000 | | | -17.31 | -3.85 | -13.46 | | 1999 | | | 19.50 | 64.77 | -45.27 |
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| PAST QUARTERLY RETURNS (%) FOR
SBSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.81 | 42.14 | 13.74 | N/A | | 2008 | -15.85 | -0.74 | -10.86 | -30.95 | | 2007 | 2.44 | 5.62 | 0.27 | -4.49 | | 2006 | 2.27 | -3.80 | 4.83 | 7.23 | | 2005 | -1.09 | 0.56 | 2.66 | 0.11 | | 2004 | 1.81 | 1.89 | -0.35 | 5.58 | | 2003 | -0.63 | 15.72 | 3.80 | 8.64 | | 2002 | -2.62 | -15.93 | -15.88 | 6.06 | | 2001 | -6.96 | 3.98 | -19.07 | 11.02 | | 2000 | -1.39 | -3.24 | -6.39 | -7.43 | | 1999 | N/A | N/A | N/A | 8.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 197 | 790 | 24.94 | | 1-Month | 680 | 820 | 82.93 | | 3-Month | 728 | 819 | 88.89 | | 6-Month | 56 | 800 | 7.00 | | 1-Year | 73 | 783 | 9.32 | | 3-Year | 497 | 669 | 74.29 | | 5-Year | 442 | 554 | 79.78 |
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1.23% Nasdaq 
Performance
