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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.93% | | 5-Year Average Return: | 4.95% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.45% | |
Worst 1-Yr Total Return (2008): | 1.58% | |
Best 3-Yr Total Return (2005-7): | 3.86% | |
Worst 3-Yr Total Return (2006-8): | 3.46% |
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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 | SGSYX | Category | Diff | Index* | Diff | | Year To Date | 10.93 | 6.47 | 4.46 | 7.61 | 3.32 | | 1-Month | 1.73 | 1.23 | 0.5 | 1.29 | 0.44 | | 3-Month | 3.97 | 2.69 | 1.28 | 2.86 | 1.11 | | 1-Year | 12.18 | 9.04 | 3.14 | 11.63 | 0.55 | | 3-Year | 5.49 | 5.62 | -0.13 | 6.40 | -0.91 | | 5-Year | 4.95 | 4.68 | 0.27 | 5.49 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.30 | 4.86 | 1.44 | 7.06 | -0.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.71 | 7.38 | 0.33 | 7.94 | -0.23 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.58 | 4.76 | -3.18 | | 2007 | | | 4.45 | 6.09 | -1.64 | | 2006 | | | 4.39 | 3.47 | 0.92 | | 2005 | | | 2.75 | 1.91 | 0.84 | | 2004 | | | 4.09 | 3.01 | 1.08 | | 2003 | | | 2.17 | 1.90 | 0.27 | | 2002 | | | 10.25 | 9.23 | 1.02 | | 2001 | | | 6.07 | 6.81 | -0.74 | | 2000 | | | 12.02 | 10.86 | 1.16 | | 1999 | | | -4.61 | -1.35 | -3.26 |
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| PAST QUARTERLY RETURNS (%) FOR
SGSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.06 | 1.43 | 4.08 | N/A | | 2008 | 1.33 | -0.82 | 0.74 | 0.34 | | 2007 | 1.55 | -1.23 | 2.12 | 1.96 | | 2006 | -0.61 | -0.44 | 3.84 | 1.58 | | 2005 | -0.09 | 2.86 | -0.65 | 0.64 | | 2004 | 2.25 | -1.98 | 2.91 | 0.93 | | 2003 | 1.11 | 1.70 | -0.86 | 0.22 | | 2002 | -0.10 | 4.17 | 4.67 | 1.22 | | 2001 | 1.98 | 0.02 | 4.90 | -0.86 | | 2000 | 2.99 | 1.05 | 2.76 | 4.75 | | 1999 | N/A | N/A | N/A | -1.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 367 | 12.81 | | 1-Month | 71 | 374 | 18.98 | | 3-Month | 33 | 374 | 8.82 | | 6-Month | 41 | 374 | 10.96 | | 1-Year | 45 | 358 | 12.57 | | 3-Year | 179 | 345 | 51.88 | | 5-Year | 111 | 318 | 34.91 |
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