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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.01% | | 5-Year Average Return: | 2.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.14% | |
Worst 1-Yr Total Return (2008): | -38.09% | |
Best 3-Yr Total Return (2004-6): | 15.52% | |
Worst 3-Yr Total Return (2006-8): | -6.88% |
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| 1-Year: | -7.25% | | 3-Year: | -4.64% | | 5-Year: | 4.15% | | 10-Year: | 5.02% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGOBX | Category | Diff | Index* | Diff | | Year To Date | 13.01 | 25.91 | -12.9 | 27.36 | -14.35 | | 1-Month | -4.03 | -2.31 | -1.72 | -1.25 | -2.78 | | 3-Month | 2.96 | 5.52 | -2.56 | 8.10 | -5.14 | | 1-Year | 13.12 | 22.45 | -9.33 | 27.71 | -14.59 | | 3-Year | -6.34 | -5.03 | -1.31 | -5.22 | -1.12 | | 5-Year | 2.89 | 3.41 | -0.52 | 5.10 | -2.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.28 | 50.04 | -12.76 | 59.35 | -22.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.18 | -12.42 | -8.76 | -14.95 | -6.23 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.09 | -41.91 | 3.82 | | 2007 | | | 11.53 | 11.28 | 0.25 | | 2006 | | | 16.92 | 19.72 | -2.80 | | 2005 | | | 12.56 | 11.61 | 0.95 | | 2004 | | | 17.14 | 15.27 | 1.87 | | 2003 | | | 40.90 | 34.49 | 6.41 | | 2002 | | | -24.10 | -19.36 | -4.74 | | 2001 | | | -13.84 | -17.51 | 3.67 | | 2000 | | | 2.93 | -9.14 | 12.07 | | 1999 | | | 53.45 | 41.13 | 12.32 |
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| PAST QUARTERLY RETURNS (%) FOR
SGOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.70 | 15.17 | 14.49 | N/A | | 2008 | -10.40 | 0.18 | -16.74 | -17.15 | | 2007 | 0.88 | 7.02 | 2.82 | 0.48 | | 2006 | 7.18 | -3.54 | 4.31 | 8.42 | | 2005 | -3.74 | 2.71 | 8.92 | 4.53 | | 2004 | 3.99 | -1.50 | -1.22 | 15.78 | | 2003 | -8.38 | 20.70 | 8.97 | 16.93 | | 2002 | 1.17 | -9.43 | -18.81 | 2.02 | | 2001 | -14.35 | 6.82 | -18.20 | 15.13 | | 2000 | 13.11 | -3.62 | -2.07 | -3.59 | | 1999 | N/A | N/A | N/A | 37.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 713 | 767 | 92.96 | | 1-Month | 776 | 844 | 91.94 | | 3-Month | 697 | 830 | 83.98 | | 6-Month | 739 | 787 | 93.90 | | 1-Year | 513 | 741 | 69.23 | | 3-Year | 264 | 530 | 49.81 | | 5-Year | 196 | 434 | 45.16 |
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