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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.08% | | 5-Year Average Return: | 4.36% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.97% | |
Worst 1-Yr Total Return (2005): | 0.93% | |
Best 3-Yr Total Return (2006-8): | 3.73% | |
Worst 3-Yr Total Return (2004-6): | 2.58% |
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| 1-Year: | 8.53% | | 3-Year: | 5.30% | | 5-Year: | 4.09% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFBBX | Category | Diff | Index* | Diff | | Year To Date | 10.08 | 13.54 | -3.46 | 6.24 | 3.84 | | 1-Month | 0.44 | 0.89 | -0.45 | 0.49 | -0.05 | | 3-Month | 2.72 | 4.14 | -1.42 | 2.60 | 0.12 | | 1-Year | 17.00 | 17.86 | -0.86 | 13.79 | 3.21 | | 3-Year | 6.09 | 4.54 | 1.55 | 6.35 | -0.26 | | 5-Year | 4.36 | 3.85 | 0.51 | 5.05 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.85 | 13.81 | -4.96 | 7.06 | 1.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.78 | 6.49 | 2.29 | 7.94 | 0.84 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.90 | -4.70 | 6.60 | | 2007 | | | 5.97 | 4.70 | 1.27 | | 2006 | | | 3.37 | 4.15 | -0.78 | | 2005 | | | 0.93 | 1.80 | -0.87 | | 2004 | | | 3.45 | 3.91 | -0.46 | | 2003 | | | 2.78 | 5.10 | -2.32 | | 2002 | | | 8.59 | 8.04 | 0.55 | | 2001 | | | 7.00 | 7.64 | -0.64 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.91 | 3.48 | 3.93 | N/A | | 2008 | 2.15 | -1.09 | -0.91 | 1.77 | | 2007 | 1.45 | -0.85 | 2.39 | 2.89 | | 2006 | -0.82 | -0.23 | 3.45 | 0.99 | | 2005 | -0.93 | 2.71 | -0.94 | 0.13 | | 2004 | 2.65 | -2.88 | 3.18 | 0.57 | | 2003 | 1.23 | 2.33 | -0.48 | -0.30 | | 2002 | -0.50 | 3.08 | 4.63 | 1.19 | | 2001 | 2.76 | 0.10 | 4.48 | -0.44 | | 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 | 740 | 1122 | 65.95 | | 1-Month | 1001 | 1164 | 86.00 | | 3-Month | 934 | 1154 | 80.94 | | 6-Month | 895 | 1133 | 78.99 | | 1-Year | 473 | 1113 | 42.50 | | 3-Year | 229 | 957 | 23.93 | | 5-Year | 298 | 845 | 35.27 |
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0.15% Nasdaq 
0.25%
Performance
