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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.41% | | 5-Year Average Return: | -0.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.56% | |
Worst 1-Yr Total Return (2008): | -44.47% | |
Best 3-Yr Total Return (2005-7): | 9.48% | |
Worst 3-Yr Total Return (2006-8): | -11.39% |
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| 1-Year: | -7.76% | | 3-Year: | -5.23% | | 5-Year: | 0.29% | | 10-Year: | -3.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGBTX | Category | Diff | Index* | Diff | | Year To Date | 26.41 | 24.15 | 2.26 | 17.05 | 9.36 | | 1-Month | -2.99 | -2.25 | -0.74 | -1.86 | -1.13 | | 3-Month | 3.18 | 4.52 | -1.34 | 5.48 | -2.3 | | 1-Year | 15.87 | 15.35 | 0.52 | 9.80 | 6.07 | | 3-Year | -6.04 | -4.95 | -1.09 | -7.02 | 0.98 | | 5-Year | -0.27 | 0.99 | -1.26 | 0.33 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.55 | 42.81 | 4.74 | 45.76 | 1.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.49 | -17.14 | -3.35 | -18.25 | -2.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGBTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.47 | -40.67 | -3.80 | | 2007 | | | 15.56 | 13.35 | 2.21 | | 2006 | | | 8.43 | 7.05 | 1.38 | | 2005 | | | 4.73 | 6.71 | -1.98 | | 2004 | | | 4.97 | 7.81 | -2.84 | | 2003 | | | 30.17 | 28.66 | 1.51 | | 2002 | | | -36.61 | -27.64 | -8.97 | | 2001 | | | -19.88 | -22.30 | 2.42 | | 2000 | | | -16.80 | -13.05 | -3.75 | | 1999 | | | 29.41 | 38.87 | -9.46 |
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| PAST QUARTERLY RETURNS (%) FOR
SGBTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.60 | 16.44 | 14.89 | N/A | | 2008 | -11.06 | 9.19 | -23.27 | -25.48 | | 2007 | -0.28 | 8.08 | 10.31 | -2.80 | | 2006 | 2.41 | -4.12 | 5.21 | 4.96 | | 2005 | -4.73 | 3.64 | 3.83 | 2.15 | | 2004 | 0.00 | 1.66 | -5.21 | 8.93 | | 2003 | -0.86 | 13.04 | 3.85 | 11.85 | | 2002 | -7.65 | -21.89 | -17.05 | 5.94 | | 2001 | -18.39 | 8.61 | -22.84 | 17.16 | | 2000 | 6.93 | 3.18 | 0.95 | -25.30 | | 1999 | N/A | N/A | N/A | 22.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 594 | 1802 | 32.96 | | 1-Month | 1663 | 1890 | 87.99 | | 3-Month | 1582 | 1884 | 83.97 | | 6-Month | 1041 | 1827 | 56.98 | | 1-Year | 685 | 1797 | 38.12 | | 3-Year | 841 | 1518 | 55.40 | | 5-Year | 772 | 1251 | 61.71 |
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0.22% Nasdaq 
Performance
