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| Morningstar Return Rating: | Below average | | Year to Date Return: | 0.72% | | 5-Year Average Return: | 4.24% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.89% | |
Worst 1-Yr Total Return (2004): | 1.28% | |
Best 3-Yr Total Return (2006-8): | 6.19% | |
Worst 3-Yr Total Return (2004-6): | 2.10% |
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| 1-Year: | -0.61% | | 3-Year: | 3.52% | | 5-Year: | 2.96% | | 10-Year: | 4.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGBAX | Category | Diff | Index* | Diff | | Year To Date | 0.72 | 4.17 | -3.45 | 7.61 | -6.89 | | 1-Month | 0.74 | 0.70 | 0.04 | 1.29 | -0.55 | | 3-Month | 1.31 | 1.51 | -0.2 | 2.86 | -1.55 | | 1-Year | 2.70 | 5.67 | -2.97 | 11.63 | -8.93 | | 3-Year | 5.10 | 5.00 | 0.1 | 6.40 | -1.3 | | 5-Year | 4.24 | 4.03 | 0.21 | 5.49 | -1.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.19 | 3.01 | -1.82 | 7.06 | -5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.91 | 5.22 | -0.31 | 7.94 | -3.03 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.89 | 4.80 | 3.09 | | 2007 | | | 7.30 | 5.87 | 1.43 | | 2006 | | | 3.45 | 3.67 | -0.22 | | 2005 | | | 1.59 | 1.26 | 0.33 | | 2004 | | | 1.28 | 1.46 | -0.18 | | 2003 | | | 2.18 | 1.45 | 0.73 | | 2002 | | | 7.75 | 6.85 | 0.90 | | 2001 | | | 6.93 | 7.26 | -0.33 | | 2000 | | | 9.08 | 8.30 | 0.78 | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.16 | -1.10 | 1.07 | N/A | | 2008 | 3.75 | -1.88 | 1.36 | 4.56 | | 2007 | 1.43 | -0.15 | 2.88 | 2.98 | | 2006 | -0.42 | 0.27 | 2.77 | 0.82 | | 2005 | -0.45 | 2.00 | -0.36 | 0.41 | | 2004 | 1.96 | -2.41 | 1.74 | 0.04 | | 2003 | 1.11 | 1.63 | -0.45 | -0.11 | | 2002 | 0.09 | 3.03 | 3.38 | 1.07 | | 2001 | 3.17 | 0.22 | 4.02 | -0.57 | | 2000 | 1.20 | 0.99 | 3.00 | 3.63 | | 1999 | N/A | N/A | N/A | -0.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 151 | 158 | 95.57 | | 1-Month | 93 | 162 | 57.41 | | 3-Month | 131 | 162 | 80.86 | | 6-Month | 107 | 161 | 66.46 | | 1-Year | 120 | 156 | 76.92 | | 3-Year | 67 | 149 | 44.97 | | 5-Year | 56 | 144 | 38.89 |
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