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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.67% | | 5-Year Average Return: | 5.09% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.66% | |
Worst 1-Yr Total Return (2005): | 1.76% | |
Best 3-Yr Total Return (2006-8): | 4.41% | |
Worst 3-Yr Total Return (2004-6): | 3.32% |
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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 | SFBIX | Category | Diff | Index* | Diff | | Year To Date | 10.67 | 13.54 | -2.87 | 6.24 | 4.43 | | 1-Month | 0.59 | 0.89 | -0.3 | 0.49 | 0.1 | | 3-Month | 2.89 | 4.14 | -1.25 | 2.60 | 0.29 | | 1-Year | 17.76 | 17.86 | -0.1 | 13.79 | 3.97 | | 3-Year | 6.78 | 4.54 | 2.24 | 6.35 | 0.43 | | 5-Year | 5.09 | 3.85 | 1.24 | 5.05 | 0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.27 | 13.81 | -4.54 | 7.06 | 2.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.60 | 6.49 | 3.11 | 7.94 | 1.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.66 | -4.70 | 7.36 | | 2007 | | | 6.66 | 4.70 | 1.96 | | 2006 | | | 3.94 | 4.15 | -0.21 | | 2005 | | | 1.76 | 1.80 | -0.04 | | 2004 | | | 4.29 | 3.91 | 0.38 | | 2003 | | | 3.69 | 5.10 | -1.41 | | 2002 | | | 9.68 | 8.04 | 1.64 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.97 | 3.65 | 4.10 | N/A | | 2008 | 2.32 | -0.83 | -0.85 | 2.04 | | 2007 | 1.61 | -0.69 | 2.65 | 2.97 | | 2006 | -0.67 | -0.07 | 3.61 | 1.06 | | 2005 | -0.72 | 2.99 | -0.87 | 0.39 | | 2004 | 2.79 | -2.67 | 3.42 | 0.80 | | 2003 | 1.45 | 2.47 | -0.18 | -0.08 | | 2002 | -0.29 | 3.32 | 4.88 | 1.52 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 695 | 1122 | 61.94 | | 1-Month | 907 | 1164 | 77.92 | | 3-Month | 911 | 1154 | 78.94 | | 6-Month | 838 | 1133 | 73.96 | | 1-Year | 413 | 1113 | 37.11 | | 3-Year | 122 | 957 | 12.75 | | 5-Year | 131 | 845 | 15.50 |
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0.10% Nasdaq 
Performance
