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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.00% | | 5-Year Average Return: | 0.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.85% | |
Worst 1-Yr Total Return (2008): | -33.12% | |
Best 3-Yr Total Return (2005-7): | 8.77% | |
Worst 3-Yr Total Return (2006-8): | -7.06% |
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| 1-Year: | -12.27% | | 3-Year: | -3.98% | | 5-Year: | 1.02% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDGBX | Category | Diff | Index* | Diff | | Year To Date | 14.00 | 24.15 | -10.15 | 17.05 | -3.05 | | 1-Month | -1.86 | -2.25 | 0.39 | -1.86 | 0 | | 3-Month | 2.77 | 4.52 | -1.75 | 5.48 | -2.71 | | 1-Year | 7.00 | 15.35 | -8.35 | 9.80 | -2.8 | | 3-Year | -4.59 | -4.95 | 0.36 | -7.02 | 2.43 | | 5-Year | 0.89 | 0.99 | -0.1 | 0.33 | 0.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.39 | 42.81 | -10.42 | 45.76 | -13.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.51 | -17.14 | -3.37 | -18.25 | -2.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.12 | -40.67 | 7.55 | | 2007 | | | 11.85 | 13.35 | -1.50 | | 2006 | | | 7.33 | 7.05 | 0.28 | | 2005 | | | 7.19 | 6.71 | 0.48 | | 2004 | | | 6.26 | 7.81 | -1.55 | | 2003 | | | 25.05 | 28.66 | -3.61 | | 2002 | | | -30.16 | -27.64 | -2.52 | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SDGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.33 | 13.56 | 10.39 | N/A | | 2008 | -6.65 | 0.34 | -9.23 | -21.34 | | 2007 | 0.62 | 5.91 | 5.09 | -0.13 | | 2006 | 2.70 | -3.99 | 3.64 | 5.03 | | 2005 | -1.78 | 2.30 | 4.80 | 1.80 | | 2004 | 1.54 | 1.14 | -3.54 | 7.26 | | 2003 | -0.79 | 12.18 | 3.26 | 8.81 | | 2002 | -1.48 | -19.83 | -15.62 | 4.79 | | 2001 | N/A | N/A | -20.76 | 14.57 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1639 | 1802 | 90.95 | | 1-Month | 340 | 1890 | 17.99 | | 3-Month | 1337 | 1884 | 70.97 | | 6-Month | 1699 | 1827 | 92.99 | | 1-Year | 1360 | 1797 | 75.68 | | 3-Year | 569 | 1518 | 37.48 | | 5-Year | 536 | 1251 | 42.85 |
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0.50% Nasdaq 
Performance
