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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.14% | | 5-Year Average Return: | -7.18% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 15.80% | |
Worst 1-Yr Total Return (2008): | -49.80% | |
Best 3-Yr Total Return (2004-6): | 11.76% | |
Worst 3-Yr Total Return (2006-8): | -18.42% |
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| 1-Year: | -25.45% | | 3-Year: | -17.44% | | 5-Year: | -5.65% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFPBX | Category | Diff | Index* | Diff | | Year To Date | 13.14 | 24.03 | -10.89 | 24.07 | -10.93 | | 1-Month | 2.49 | 3.09 | -0.6 | 6.00 | -3.51 | | 3-Month | 0.70 | 0.88 | -0.18 | 7.91 | -7.21 | | 1-Year | 13.14 | 25.06 | -11.92 | 25.39 | -12.25 | | 3-Year | -18.50 | -14.98 | -3.52 | -5.79 | -12.71 | | 5-Year | -7.18 | -5.72 | -1.46 | 0.71 | -7.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.08 | 76.37 | -17.29 | 45.76 | 13.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.73 | -13.82 | -12.91 | -18.25 | -8.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.80 | -43.91 | -5.89 | | 2007 | | | -6.59 | -11.64 | 5.05 | | 2006 | | | 15.80 | 16.90 | -1.10 | | 2005 | | | 7.58 | 6.74 | 0.84 | | 2004 | | | 12.05 | 14.02 | -1.97 | | 2003 | | | 25.62 | 33.56 | -7.94 | | 2002 | | | -15.37 | -10.28 | -5.09 | | 2001 | | | -5.86 | -2.05 | -3.81 | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.61 | 21.46 | 17.87 | N/A | | 2008 | -15.55 | -13.29 | 0.54 | -31.82 | | 2007 | -1.65 | 1.93 | -4.35 | -2.58 | | 2006 | 7.90 | -3.06 | 3.78 | 6.68 | | 2005 | -7.70 | 7.03 | 1.64 | 7.15 | | 2004 | 3.36 | -3.83 | 0.00 | 12.73 | | 2003 | -6.49 | 18.50 | 4.00 | 9.01 | | 2002 | 3.93 | -6.69 | -17.26 | 5.47 | | 2001 | -9.73 | 9.83 | -13.12 | 9.30 | | 2000 | N/A | N/A | N/A | 5.65 | | 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 | 101 | 129 | 78.29 | | 1-Month | 108 | 129 | 83.72 | | 3-Month | 98 | 129 | 75.97 | | 6-Month | 107 | 129 | 82.95 | | 1-Year | 77 | 122 | 63.11 | | 3-Year | 58 | 107 | 54.21 | | 5-Year | 50 | 101 | 49.50 |
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0.01% Nasdaq 
Performance
