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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.58% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.10% | |
Worst 1-Yr Total Return (2008): | -32.72% | |
Best 3-Yr Total Return (2004-6): | 9.58% | |
Worst 3-Yr Total Return (2006-8): | -7.71% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGBIX | Category | Diff | Index* | Diff | | Year To Date | 22.58 | 22.21 | 0.37 | N/A | N/A | | 1-Month | 3.34 | 3.58 | -0.24 | N/A | N/A | | 3-Month | 5.62 | 5.74 | -0.12 | N/A | N/A | | 1-Year | 27.98 | 26.14 | 1.84 | N/A | N/A | | 3-Year | -4.59 | -2.18 | -2.41 | N/A | N/A | | 5-Year | 1.02 | 2.20 | -1.18 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.73 | 33.99 | 1.74 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.99 | -9.13 | -3.86 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.72 | -28.00 | -4.72 | | 2007 | | | 4.22 | 5.99 | -1.77 | | 2006 | | | 12.10 | 11.29 | 0.81 | | 2005 | | | 6.34 | 5.13 | 1.21 | | 2004 | | | 10.37 | 8.86 | 1.51 | | 2003 | | | 20.46 | 20.35 | 0.11 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.97 | 15.01 | 12.03 | N/A | | 2008 | -7.00 | -1.19 | -11.00 | -17.74 | | 2007 | 2.23 | 3.32 | 0.69 | -2.01 | | 2006 | 4.06 | -1.42 | 3.65 | 5.43 | | 2005 | -1.56 | 2.02 | 4.12 | 1.70 | | 2004 | 3.03 | -0.99 | 0.72 | 7.42 | | 2003 | -2.09 | 11.29 | 2.70 | 7.64 | | 2002 | N/A | N/A | -10.56 | 5.61 | | 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 | 556 | 1184 | 46.96 | | 1-Month | 641 | 1233 | 51.99 | | 3-Month | 454 | 1229 | 36.94 | | 6-Month | 543 | 1208 | 44.95 | | 1-Year | 454 | 1183 | 38.38 | | 3-Year | 667 | 932 | 71.57 | | 5-Year | 503 | 784 | 64.16 |
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0.51% Nasdaq 
Performance
