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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.08% | | 5-Year Average Return: | 17.92% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 26.25% | |
Worst 1-Yr Total Return (2008): | -14.27% | |
Best 3-Yr Total Return (2005-7): | 23.66% | |
Worst 3-Yr Total Return (2006-8): | 8.70% |
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| 1-Year: | 26.34% | | 3-Year: | 12.89% | | 5-Year: | 14.94% | | 10-Year: | 18.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGGDX | Category | Diff | Index* | Diff | | Year To Date | 50.08 | 62.24 | -12.16 | 0.97 | 49.11 | | 1-Month | 16.06 | 18.76 | -2.7 | 0.03 | 16.03 | | 3-Month | 26.53 | 28.53 | -2 | 0.09 | 26.44 | | 1-Year | 76.73 | 102.96 | -26.23 | 1.34 | 75.39 | | 3-Year | 16.04 | 10.41 | 5.63 | 3.61 | 12.43 | | 5-Year | 17.92 | 17.29 | 0.63 | 3.76 | 14.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.49 | 43.48 | -13.99 | 0.68 | 28.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 14.86 | 5.17 | 9.69 | 2.21 | 12.65 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.27 | -29.85 | 15.58 | | 2007 | | | 23.48 | 23.19 | 0.29 | | 2006 | | | 21.32 | 31.64 | -10.32 | | 2005 | | | 26.25 | 30.81 | -4.56 | | 2004 | | | -5.11 | -8.21 | 3.10 | | 2003 | | | 39.43 | 57.15 | -17.72 | | 2002 | | | 106.97 | 63.93 | 43.04 | | 2001 | | | 37.31 | 19.57 | 17.74 | | 2000 | | | -17.91 | -16.92 | -0.99 | | 1999 | | | 8.09 | 6.16 | 1.93 |
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| PAST QUARTERLY RETURNS (%) FOR
SGGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.36 | 5.17 | 14.62 | N/A | | 2008 | 7.18 | 0.31 | -20.95 | 0.88 | | 2007 | 1.15 | -3.80 | 21.60 | 4.35 | | 2006 | 14.65 | 1.84 | -4.25 | 8.51 | | 2005 | -4.48 | -0.32 | 15.51 | 14.78 | | 2004 | -0.23 | -17.27 | 16.35 | -1.20 | | 2003 | -9.93 | 10.85 | 17.09 | 19.26 | | 2002 | 50.40 | 19.51 | 0.44 | 14.64 | | 2001 | 4.76 | 17.77 | 10.18 | 1.02 | | 2000 | -12.07 | 0.19 | -1.54 | -5.36 | | 1999 | N/A | N/A | N/A | -9.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 62 | 74 | 83.78 | | 1-Month | 59 | 75 | 78.67 | | 3-Month | 22 | 75 | 29.33 | | 6-Month | 43 | 75 | 57.33 | | 1-Year | 59 | 74 | 79.73 | | 3-Year | 4 | 61 | 6.56 | | 5-Year | 27 | 60 | 45.00 |
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