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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.92% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 2.77% | |
Worst 1-Yr Total Return (2008): | -22.00% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 2.16% | | 3-Year: | 0.88% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFRAX | Category | Diff | Index* | Diff | | Year To Date | 28.92 | 38.37 | -9.45 | 6.24 | 22.68 | | 1-Month | 0.47 | 0.70 | -0.23 | 0.49 | -0.02 | | 3-Month | 3.05 | 5.37 | -2.32 | 2.60 | 0.45 | | 1-Year | 20.12 | 22.58 | -2.46 | 13.79 | 6.33 | | 3-Year | 1.60 | -1.38 | 2.98 | 6.35 | -4.75 | | 5-Year | N/A | 1.19 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.51 | 27.44 | -7.93 | 7.06 | 12.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.96 | -2.24 | 1.28 | 7.94 | -8.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.00 | -29.72 | 7.72 | | 2007 | | | 2.77 | 1.09 | 1.68 | | 2006 | | | N/A | 6.57 | N/A | | 2005 | | | N/A | 4.58 | N/A | | 2004 | | | N/A | 5.12 | N/A | | 2003 | | | N/A | 10.43 | N/A | | 2002 | | | N/A | 0.84 | N/A | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SFRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.85 | 12.37 | 5.88 | N/A | | 2008 | -4.59 | 4.74 | -4.42 | -18.34 | | 2007 | 2.41 | 1.53 | -1.35 | 0.20 | | 2006 | N/A | N/A | 1.91 | 2.37 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 110 | 135 | 81.48 | | 1-Month | 81 | 135 | 60.00 | | 3-Month | 120 | 135 | 88.89 | | 6-Month | 117 | 135 | 86.67 | | 1-Year | 88 | 135 | 65.19 | | 3-Year | 10 | 89 | 11.24 | | 5-Year | | 64 | N/A |
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0.50% Nasdaq 
Performance
