|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.69% | | 5-Year Average Return: | 2.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.11% | |
Worst 1-Yr Total Return (2008): | -47.27% | |
Best 3-Yr Total Return (2004-6): | 15.25% | |
Worst 3-Yr Total Return (2006-8): | -11.75% |
|
| 1-Year: | -3.06% | | 3-Year: | -7.07% | | 5-Year: | 2.90% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFFBX | Category | Diff | Index* | Diff | | Year To Date | 33.69 | 29.35 | 4.34 | 29.91 | 3.78 | | 1-Month | 5.54 | 3.83 | 1.71 | 2.00 | 3.54 | | 3-Month | 8.14 | 6.09 | 2.05 | 4.58 | 3.56 | | 1-Year | 43.91 | 38.30 | 5.61 | 37.72 | 6.19 | | 3-Year | -7.33 | -5.68 | -1.65 | -5.52 | -1.81 | | 5-Year | 2.00 | 4.12 | -2.12 | 4.13 | -2.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.78 | 57.56 | 2.22 | 59.35 | 0.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.81 | -15.07 | -3.74 | -14.95 | -3.86 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.27 | -43.99 | -3.28 | | 2007 | | | 10.36 | 12.71 | -2.35 | | 2006 | | | 18.11 | 24.77 | -6.66 | | 2005 | | | 15.84 | 14.72 | 1.12 | | 2004 | | | 11.89 | 17.39 | -5.50 | | 2003 | | | 33.18 | 33.58 | -0.40 | | 2002 | | | -17.59 | -16.69 | -0.90 | | 2001 | | | -19.66 | -21.67 | 2.01 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SFFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.50 | 25.44 | 19.17 | N/A | | 2008 | -8.96 | -2.40 | -22.26 | -23.66 | | 2007 | 3.44 | 6.11 | 2.19 | -1.62 | | 2006 | 7.21 | -1.40 | 3.37 | 8.09 | | 2005 | -1.29 | -1.41 | 11.04 | 7.21 | | 2004 | 2.51 | -1.52 | -1.66 | 12.70 | | 2003 | -9.35 | 17.83 | 8.01 | 15.44 | | 2002 | 0.00 | -4.01 | -21.00 | 8.66 | | 2001 | -13.17 | -0.84 | -15.78 | 10.79 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 222 | 824 | 26.94 | | 1-Month | 355 | 847 | 41.91 | | 3-Month | 261 | 844 | 30.92 | | 6-Month | 385 | 839 | 45.89 | | 1-Year | 169 | 817 | 20.69 | | 3-Year | 378 | 612 | 61.76 | | 5-Year | 330 | 462 | 71.43 |
|
|
|
|
|