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| Morningstar Return Rating: | Average | | Year to Date Return: | -1.32% | | 5-Year Average Return: | 4.42% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 11.52% | |
Worst 1-Yr Total Return (2005): | 2.69% | |
Best 3-Yr Total Return (2006-8): | 7.00% | |
Worst 3-Yr Total Return (2004-6): | 3.04% |
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| 1-Year: | 1.28% | | 3-Year: | 4.08% | | 5-Year: | 3.56% | | 10-Year: | 5.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGTAX | Category | Diff | Index* | Diff | | Year To Date | -1.32 | 5.18 | -6.5 | 6.24 | -7.56 | | 1-Month | 0.10 | 0.57 | -0.47 | 0.49 | -0.39 | | 3-Month | 1.81 | 2.42 | -0.61 | 2.60 | -0.79 | | 1-Year | 7.18 | 10.54 | -3.36 | 13.79 | -6.61 | | 3-Year | 5.62 | 5.52 | 0.1 | 6.35 | -0.73 | | 5-Year | 4.42 | 4.28 | 0.14 | 5.05 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.94 | 4.85 | -2.91 | 7.06 | -5.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.22 | 7.28 | -1.06 | 7.94 | -1.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGTAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 11.52 | 4.76 | 6.76 | | 2007 | | | 6.75 | 6.09 | 0.66 | | 2006 | | | 2.91 | 3.47 | -0.56 | | 2005 | | | 2.69 | 1.91 | 0.78 | | 2004 | | | 3.51 | 3.01 | 0.50 | | 2003 | | | 1.36 | 1.90 | -0.54 | | 2002 | | | 13.32 | 9.23 | 4.09 | | 2001 | | | 5.65 | 6.81 | -1.16 | | 2000 | | | 11.91 | 10.86 | 1.05 | | 1999 | | | -1.23 | -1.35 | 0.12 |
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| PAST QUARTERLY RETURNS (%) FOR
SGTAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.32 | -2.47 | 2.44 | N/A | | 2008 | 3.11 | -2.00 | 2.33 | 7.86 | | 2007 | 1.16 | -1.12 | 3.17 | 3.45 | | 2006 | -1.09 | -0.70 | 3.89 | 0.85 | | 2005 | -0.10 | 3.00 | -0.90 | 0.71 | | 2004 | 2.77 | -3.04 | 3.04 | 0.81 | | 2003 | 0.85 | 2.19 | -1.20 | -0.46 | | 2002 | 0.13 | 4.89 | 6.40 | 1.40 | | 2001 | 2.38 | -0.20 | 5.30 | -1.80 | | 2000 | 1.52 | 1.64 | 2.75 | 5.55 | | 1999 | N/A | N/A | N/A | -0.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 341 | 367 | 92.92 | | 1-Month | 366 | 374 | 97.86 | | 3-Month | 205 | 374 | 54.81 | | 6-Month | 328 | 373 | 87.94 | | 1-Year | 259 | 357 | 72.55 | | 3-Year | 169 | 345 | 48.99 | | 5-Year | 134 | 318 | 42.14 |
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0.22% Nasdaq 0.00%
0.04 (0.41%) 
Performance
