|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.71% | | 5-Year Average Return: | 3.58% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.04% | |
Worst 1-Yr Total Return (2005): | 2.76% | |
Best 3-Yr Total Return (2006-8): | 4.12% | |
Worst 3-Yr Total Return (2004-6): | 3.24% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGBFX | Category | Diff | Index* | Diff | | Year To Date | 2.71 | 4.17 | -1.46 | 7.61 | -4.9 | | 1-Month | 0.03 | 0.70 | -0.67 | 1.29 | -1.26 | | 3-Month | 0.44 | 1.51 | -1.07 | 2.86 | -2.42 | | 1-Year | 3.18 | 5.67 | -2.49 | 11.63 | -8.45 | | 3-Year | 3.78 | 5.00 | -1.22 | 6.40 | -2.62 | | 5-Year | 3.58 | 4.03 | -0.45 | 5.49 | -1.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.48 | 3.01 | -1.53 | 7.06 | -5.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.79 | 5.22 | -2.43 | 7.94 | -5.15 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.24 | 4.80 | -1.56 | | 2007 | | | 5.04 | 5.87 | -0.83 | | 2006 | | | 4.10 | 3.67 | 0.43 | | 2005 | | | 2.76 | 1.26 | 1.50 | | 2004 | | | 2.88 | 1.46 | 1.42 | | 2003 | | | 1.01 | 1.45 | -0.44 | | 2002 | | | N/A | 6.85 | N/A | | 2001 | | | N/A | 7.26 | N/A | | 2000 | | | N/A | 8.30 | N/A | | 1999 | | | N/A | 1.49 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SGBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.28 | 0.73 | 0.27 | N/A | | 2008 | 1.03 | 0.94 | 0.97 | 0.25 | | 2007 | 1.18 | 0.70 | 1.59 | 1.48 | | 2006 | 1.18 | 1.08 | 1.15 | 0.63 | | 2005 | 0.22 | 0.41 | 1.13 | 0.97 | | 2004 | 0.67 | -0.31 | 2.19 | 0.31 | | 2003 | 0.57 | 0.51 | 0.07 | -0.14 | | 2002 | N/A | 0.94 | 0.86 | 0.77 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 91 | 158 | 57.59 | | 1-Month | 34 | 162 | 20.99 | | 3-Month | 84 | 162 | 51.85 | | 6-Month | 149 | 161 | 92.55 | | 1-Year | 81 | 156 | 51.92 | | 3-Year | 108 | 149 | 72.48 | | 5-Year | 87 | 144 | 60.42 |
|
|
|
|
|