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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.57% | | 5-Year Average Return: | 4.98% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 10.12% | |
Worst 1-Yr Total Return (2005): | 1.32% | |
Best 3-Yr Total Return (2007-9): | 6.26% | |
Worst 3-Yr Total Return (2005-7): | 3.81% |
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| 1-Year: | 6.81% | | 3-Year: | 5.18% | | 5-Year: | 4.10% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFBAX | Category | Diff | Index* | Diff | | Year To Date | 1.57 | 1.70 | -0.13 | 1.53 | 0.04 | | 1-Month | 1.57 | 1.70 | -0.13 | 1.53 | 0.04 | | 3-Month | 1.27 | 2.02 | -0.75 | 1.23 | 0.04 | | 1-Year | 10.90 | 15.89 | -4.99 | 8.51 | 2.39 | | 3-Year | 6.79 | 5.02 | 1.77 | 6.60 | 0.19 | | 5-Year | 4.98 | 4.10 | 0.88 | 5.16 | -0.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.00 | 13.99 | -4.99 | 7.06 | 1.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.32 | 6.56 | 2.76 | 7.94 | 1.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFBAX | Category | Diff | | 2009 | | | 10.12 | 13.97 | -3.85 | | 2008 | | | 2.30 | -4.70 | 7.00 | | 2007 | | | 6.50 | 4.70 | 1.80 | | 2006 | | | 3.68 | 4.15 | -0.47 | | 2005 | | | 1.32 | 1.80 | -0.48 | | 2004 | | | 3.86 | 3.91 | -0.05 | | 2003 | | | 3.16 | 5.10 | -1.94 | | 2002 | | | 9.02 | 8.04 | 0.98 | | 2001 | | | 7.42 | 7.64 | -0.22 | | 2000 | | | N/A | 9.44 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.01 | 3.58 | 3.94 | 0.28 | | 2008 | 2.25 | -0.99 | -0.91 | 1.98 | | 2007 | 1.55 | -0.66 | 2.49 | 3.00 | | 2006 | -0.73 | -0.13 | 3.55 | 1.00 | | 2005 | -0.93 | 2.90 | -0.84 | 0.23 | | 2004 | 2.75 | -2.88 | 3.29 | 0.77 | | 2003 | 1.32 | 2.33 | -0.31 | -0.20 | | 2002 | -0.41 | 3.18 | 4.74 | 1.29 | | 2001 | 2.86 | 0.20 | 4.58 | -0.34 | | 2000 | 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 | 660 | 1180 | 55.93 | | 1-Month | 460 | 1180 | 38.98 | | 3-Month | 932 | 1165 | 80.00 | | 6-Month | 935 | 1155 | 80.95 | | 1-Year | 727 | 1125 | 64.62 | | 3-Year | 200 | 986 | 20.28 | | 5-Year | 217 | 862 | 25.17 |
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1.52% Nasdaq 0.00%
0.02 (0.18%) 
Performance
