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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.94% | | 5-Year Average Return: | 1.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.97% | |
Worst 1-Yr Total Return (2008): | -14.34% | |
Best 3-Yr Total Return (2005-7): | 3.76% | |
Worst 3-Yr Total Return (2006-8): | -2.22% |
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| 1-Year: | -6.45% | | 3-Year: | -2.38% | | 5-Year: | -0.23% | | 10-Year: | 3.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFXAX | Category | Diff | Index* | Diff | | Year To Date | 8.94 | 14.86 | -5.92 | 7.61 | 1.33 | | 1-Month | 1.15 | 1.13 | 0.02 | 1.29 | -0.14 | | 3-Month | 2.83 | 3.76 | -0.93 | 2.86 | -0.03 | | 1-Year | 10.80 | 18.84 | -8.04 | 11.63 | -0.83 | | 3-Year | -0.89 | 4.58 | -5.47 | 6.40 | -7.29 | | 5-Year | 1.03 | 4.20 | -3.17 | 5.49 | -4.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.17 | 13.91 | -5.74 | 7.06 | 1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.52 | 6.57 | -12.09 | 7.94 | -13.46 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFXAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.34 | -4.70 | -9.64 | | 2007 | | | 4.97 | 4.70 | 0.27 | | 2006 | | | 3.95 | 4.15 | -0.20 | | 2005 | | | 2.38 | 1.80 | 0.58 | | 2004 | | | 4.84 | 3.91 | 0.93 | | 2003 | | | 3.81 | 5.10 | -1.29 | | 2002 | | | N/A | 8.04 | N/A | | 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
SFXAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.45 | 3.14 | 4.32 | N/A | | 2008 | -1.61 | -0.22 | -4.60 | -8.54 | | 2007 | 1.47 | -0.54 | 2.14 | 1.84 | | 2006 | -0.67 | -0.21 | 3.70 | 1.13 | | 2005 | -0.31 | 2.98 | -0.69 | 0.42 | | 2004 | 2.96 | -2.27 | 3.19 | 0.97 | | 2003 | 1.00 | 2.72 | -0.27 | 0.32 | | 2002 | N/A | N/A | 4.16 | 0.61 | | 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 | 912 | 1126 | 80.99 | | 1-Month | 876 | 1168 | 75.00 | | 3-Month | 1042 | 1158 | 89.98 | | 6-Month | 843 | 1140 | 73.95 | | 1-Year | 762 | 1120 | 68.04 | | 3-Year | 779 | 970 | 80.31 | | 5-Year | 681 | 854 | 79.74 |
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0.51% Nasdaq 
0.02 (0.22%) 
Performance
