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| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.29% | | 5-Year Average Return: | 3.40% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.24% | |
Worst 1-Yr Total Return (2004): | 0.89% | |
Best 3-Yr Total Return (2006-8): | 5.63% | |
Worst 3-Yr Total Return (2004-6): | 1.62% |
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| 1-Year: | 0.99% | | 3-Year: | 4.45% | | 5-Year: | 3.46% | | 10-Year: | 4.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGBBX | Category | Diff | Index* | Diff | | Year To Date | -0.29 | 3.42 | -3.71 | 6.24 | -6.53 | | 1-Month | 0.06 | 0.37 | -0.31 | 0.49 | -0.43 | | 3-Month | 0.92 | 1.41 | -0.49 | 2.60 | -1.68 | | 1-Year | 4.32 | 6.18 | -1.86 | 13.79 | -9.47 | | 3-Year | 4.64 | 4.97 | -0.33 | 6.35 | -1.71 | | 5-Year | 3.40 | 3.80 | -0.4 | 5.05 | -1.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.03 | 2.96 | -1.93 | 7.06 | -6.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.45 | 5.15 | -0.7 | 7.94 | -3.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.24 | 4.80 | 2.44 | | 2007 | | | 6.71 | 5.87 | 0.84 | | 2006 | | | 2.99 | 3.67 | -0.68 | | 2005 | | | 1.00 | 1.26 | -0.26 | | 2004 | | | 0.89 | 1.46 | -0.57 | | 2003 | | | 1.59 | 1.45 | 0.14 | | 2002 | | | 7.19 | 6.85 | 0.34 | | 2001 | | | 6.29 | 7.26 | -0.97 | | 2000 | | | 8.83 | 8.30 | 0.53 | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.27 | -1.10 | 1.04 | N/A | | 2008 | 3.65 | -2.05 | 1.23 | 4.35 | | 2007 | 1.20 | -0.18 | 2.69 | 2.86 | | 2006 | -0.52 | 0.04 | 2.67 | 0.79 | | 2005 | -0.67 | 1.89 | -0.49 | 0.28 | | 2004 | 1.85 | -2.54 | 1.71 | -0.08 | | 2003 | 0.88 | 1.52 | -0.58 | -0.23 | | 2002 | 0.02 | 2.91 | 3.11 | 1.01 | | 2001 | 2.81 | -0.01 | 4.07 | -0.65 | | 2000 | 1.07 | 1.00 | 2.89 | 3.62 | | 1999 | N/A | N/A | N/A | -0.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 157 | 159 | 98.74 | | 1-Month | 148 | 163 | 90.80 | | 3-Month | 110 | 162 | 67.90 | | 6-Month | 151 | 161 | 93.79 | | 1-Year | 106 | 157 | 67.52 | | 3-Year | 85 | 150 | 56.67 | | 5-Year | 95 | 145 | 65.52 |
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