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| Morningstar Return Rating: | | | Year to Date Return: | 0.88% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 30.98% | |
Worst 1-Yr Total Return (2008): | -22.47% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 29.98% | | 3-Year: | 1.14% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFRCX | Category | Diff | Index* | Diff | | Year To Date | 0.88 | 1.80 | -0.92 | 1.53 | -0.65 | | 1-Month | 0.88 | 1.80 | -0.92 | 1.53 | -0.65 | | 3-Month | 2.93 | 4.44 | -1.51 | 1.23 | 1.7 | | 1-Year | 24.98 | 35.55 | -10.57 | 8.51 | 16.47 | | 3-Year | 1.11 | -0.58 | 1.69 | 6.60 | -5.49 | | 5-Year | N/A | 1.82 | N/A | 5.16 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.04 | 27.31 | -8.27 | 7.06 | 11.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.62 | -4.32 | 2.7 | 7.94 | -9.56 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFRCX | Category | Diff | | 2009 | | | 30.98 | 41.81 | -10.83 | | 2008 | | | -22.47 | -29.72 | 7.25 | | 2007 | | | N/A | 1.09 | N/A | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SFRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.55 | 12.33 | 5.70 | 2.57 | | 2008 | -4.65 | 4.56 | -4.59 | -18.49 | | 2007 | N/A | N/A | N/A | -0.12 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 133 | 139 | 95.68 | | 1-Month | 133 | 139 | 95.68 | | 3-Month | 128 | 134 | 95.52 | | 6-Month | 125 | 134 | 93.28 | | 1-Year | 90 | 134 | 67.16 | | 3-Year | | 92 | N/A | | 5-Year | | 63 | N/A |
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1.52% Nasdaq 0.00%
Performance
