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| Morningstar Return Rating: | Below average | | Year to Date Return: | -1.05% | | 5-Year Average Return: | 4.10% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 10.69% | |
Worst 1-Yr Total Return (2005): | 1.92% | |
Best 3-Yr Total Return (2006-8): | 6.31% | |
Worst 3-Yr Total Return (2004-6): | 2.37% |
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| 1-Year: | 1.76% | | 3-Year: | 4.19% | | 5-Year: | 3.55% | | 10-Year: | 5.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGTBX | Category | Diff | Index* | Diff | | Year To Date | -1.05 | 6.47 | -7.52 | 7.61 | -8.66 | | 1-Month | 0.82 | 1.23 | -0.41 | 1.29 | -0.47 | | 3-Month | 1.61 | 2.69 | -1.08 | 2.86 | -1.25 | | 1-Year | 2.19 | 9.04 | -6.85 | 11.63 | -9.44 | | 3-Year | 4.82 | 5.62 | -0.8 | 6.40 | -1.58 | | 5-Year | 4.10 | 4.68 | -0.58 | 5.49 | -1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.55 | 4.86 | -3.31 | 7.06 | -5.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.53 | 7.38 | -1.85 | 7.94 | -2.41 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 10.69 | 4.76 | 5.93 | | 2007 | | | 6.18 | 6.09 | 0.09 | | 2006 | | | 2.24 | 3.47 | -1.23 | | 2005 | | | 1.92 | 1.91 | 0.01 | | 2004 | | | 2.95 | 3.01 | -0.06 | | 2003 | | | 0.70 | 1.90 | -1.20 | | 2002 | | | 12.57 | 9.23 | 3.34 | | 2001 | | | 4.87 | 6.81 | -1.94 | | 2000 | | | 11.03 | 10.86 | 0.17 | | 1999 | | | -1.86 | -1.35 | -0.51 |
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| PAST QUARTERLY RETURNS (%) FOR
SGTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.48 | -2.63 | 2.37 | N/A | | 2008 | 2.94 | -2.26 | 2.16 | 7.68 | | 2007 | 1.00 | -1.28 | 3.01 | 3.39 | | 2006 | -1.25 | -0.86 | 3.84 | 0.58 | | 2005 | -0.37 | 2.83 | -0.96 | 0.44 | | 2004 | 2.71 | -3.29 | 2.98 | 0.64 | | 2003 | 0.79 | 2.03 | -1.36 | -0.73 | | 2002 | -0.04 | 4.72 | 6.33 | 1.13 | | 2001 | 2.10 | -0.34 | 5.13 | -1.97 | | 2000 | 1.12 | 1.47 | 2.58 | 5.49 | | 1999 | N/A | N/A | N/A | -0.35 |
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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 | 370 | 374 | 98.93 | | 3-Month | 366 | 374 | 97.86 | | 6-Month | 336 | 374 | 89.84 | | 1-Year | 289 | 358 | 80.73 | | 3-Year | 221 | 345 | 64.06 | | 5-Year | 209 | 318 | 65.72 |
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