|
| Morningstar Return Rating: | Average | | Year to Date Return: | 31.23% | | 5-Year Average Return: | -0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.21% | |
Worst 1-Yr Total Return (2008): | -41.40% | |
Best 3-Yr Total Return (2004-6): | 9.70% | |
Worst 3-Yr Total Return (2006-8): | -10.82% |
|
| 1-Year: | -11.04% | | 3-Year: | -3.49% | | 5-Year: | 2.42% | | 10-Year: | 4.48% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBSMX | Category | Diff | Index* | Diff | | Year To Date | 31.23 | 25.65 | 5.58 | 24.07 | 7.16 | | 1-Month | 4.28 | 3.38 | 0.9 | 6.00 | -1.72 | | 3-Month | 5.55 | 3.71 | 1.84 | 7.91 | -2.36 | | 1-Year | 35.02 | 31.83 | 3.19 | 25.39 | 9.63 | | 3-Year | -5.49 | -7.28 | 1.79 | -5.79 | 0.3 | | 5-Year | -0.14 | -0.38 | 0.24 | 0.71 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.54 | 53.06 | -3.52 | 45.76 | 3.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.40 | -19.68 | -4.72 | -18.25 | -6.15 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBSMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.40 | -41.55 | 0.15 | | 2007 | | | 8.71 | 7.59 | 1.12 | | 2006 | | | 11.33 | 10.81 | 0.52 | | 2005 | | | 3.82 | 6.02 | -2.20 | | 2004 | | | 14.21 | 12.41 | 1.80 | | 2003 | | | 49.71 | 45.54 | 4.17 | | 2002 | | | -33.56 | -27.88 | -5.68 | | 2001 | | | -7.44 | -8.91 | 1.47 | | 2000 | | | 13.24 | -3.85 | 17.09 | | 1999 | | | 56.15 | 64.77 | -8.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
SBSMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.09 | 20.49 | 14.88 | N/A | | 2008 | -12.30 | 7.00 | -11.47 | -29.46 | | 2007 | 1.60 | 6.84 | 1.27 | -1.10 | | 2006 | 14.16 | -10.45 | -0.21 | 9.14 | | 2005 | -6.46 | 6.10 | 5.33 | -0.68 | | 2004 | 5.81 | -3.41 | -3.84 | 16.21 | | 2003 | -5.52 | 24.88 | 8.76 | 16.67 | | 2002 | -0.16 | -16.41 | -25.54 | 6.91 | | 2001 | -15.02 | 14.70 | -23.93 | 24.83 | | 2000 | 21.15 | -0.88 | 3.11 | -8.55 | | 1999 | N/A | N/A | N/A | 33.20 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 235 | 786 | 29.90 | | 1-Month | 383 | 816 | 46.94 | | 3-Month | 220 | 815 | 26.99 | | 6-Month | 272 | 802 | 33.92 | | 1-Year | 195 | 781 | 24.97 | | 3-Year | 211 | 667 | 31.63 | | 5-Year | 231 | 563 | 41.03 |
|
|
|
|
|
0.10% Nasdaq 
Performance
