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| Morningstar Return Rating: | Low | | Year to Date Return: | 8.19% | | 5-Year Average Return: | 0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.18% | |
Worst 1-Yr Total Return (2008): | -14.99% | |
Best 3-Yr Total Return (2005-7): | 2.95% | |
Worst 3-Yr Total Return (2006-8): | -2.96% |
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| 1-Year: | -6.41% | | 3-Year: | -2.46% | | 5-Year: | -0.40% | | 10-Year: | 3.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFXBX | Category | Diff | Index* | Diff | | Year To Date | 8.19 | 14.86 | -6.67 | 7.61 | 0.58 | | 1-Month | 0.99 | 1.13 | -0.14 | 1.29 | -0.3 | | 3-Month | 2.62 | 3.76 | -1.14 | 2.86 | -0.24 | | 1-Year | 9.96 | 18.84 | -8.88 | 11.63 | -1.67 | | 3-Year | -1.65 | 4.58 | -6.23 | 6.40 | -8.05 | | 5-Year | 0.27 | 4.20 | -3.93 | 5.49 | -5.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.83 | 13.91 | -6.08 | 7.06 | 0.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.24 | 6.57 | -12.81 | 7.94 | -14.18 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFXBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.99 | -4.70 | -10.29 | | 2007 | | | 4.18 | 4.70 | -0.52 | | 2006 | | | 3.17 | 4.15 | -0.98 | | 2005 | | | 1.51 | 1.80 | -0.29 | | 2004 | | | 4.15 | 3.91 | 0.24 | | 2003 | | | 3.09 | 5.10 | -2.01 | | 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
SFXBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.52 | 2.95 | 4.12 | N/A | | 2008 | -1.79 | -0.31 | -4.88 | -8.73 | | 2007 | 1.37 | -0.82 | 1.95 | 1.65 | | 2006 | -0.86 | -0.31 | 3.41 | 0.95 | | 2005 | -0.58 | 2.87 | -0.97 | 0.23 | | 2004 | 2.77 | -2.41 | 3.05 | 0.78 | | 2003 | 0.86 | 2.54 | -0.46 | 0.14 | | 2002 | N/A | N/A | 3.97 | 0.44 | | 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 | 968 | 1126 | 85.97 | | 1-Month | 957 | 1168 | 81.93 | | 3-Month | 1100 | 1158 | 94.99 | | 6-Month | 912 | 1140 | 80.00 | | 1-Year | 800 | 1120 | 71.43 | | 3-Year | 791 | 970 | 81.55 | | 5-Year | 698 | 854 | 81.73 |
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0.31% Nasdaq 
0.05%
Performance
