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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.83% | | 5-Year Average Return: | 4.77% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.31% | |
Worst 1-Yr Total Return (2008): | 1.39% | |
Best 3-Yr Total Return (2005-7): | 3.67% | |
Worst 3-Yr Total Return (2006-8): | 3.30% |
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| 1-Year: | 0.68% | | 3-Year: | 2.58% | | 5-Year: | 2.72% | | 10-Year: | 4.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SGVSX | Category | Diff | Index* | Diff | | Year To Date | 10.83 | 6.47 | 4.36 | 7.61 | 3.22 | | 1-Month | 1.74 | 1.23 | 0.51 | 1.29 | 0.45 | | 3-Month | 3.90 | 2.69 | 1.21 | 2.86 | 1.04 | | 1-Year | 11.95 | 9.04 | 2.91 | 11.63 | 0.32 | | 3-Year | 5.31 | 5.62 | -0.31 | 6.40 | -1.09 | | 5-Year | 4.77 | 4.68 | 0.09 | 5.49 | -0.72 | | 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) | 7.54 | 7.38 | 0.16 | 7.94 | -0.4 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGVSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.39 | 4.76 | -3.37 | | 2007 | | | 4.31 | 6.09 | -1.78 | | 2006 | | | 4.22 | 3.47 | 0.75 | | 2005 | | | 2.50 | 1.91 | 0.59 | | 2004 | | | 3.76 | 3.01 | 0.75 | | 2003 | | | 1.95 | 1.90 | 0.05 | | 2002 | | | 10.01 | 9.23 | 0.78 | | 2001 | | | 5.74 | 6.81 | -1.07 | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SGVSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.04 | 1.41 | 4.12 | N/A | | 2008 | 1.21 | -0.84 | 0.82 | 0.21 | | 2007 | 1.53 | -1.18 | 1.98 | 1.94 | | 2006 | -0.68 | -0.48 | 3.80 | 1.58 | | 2005 | -0.15 | 2.90 | -0.71 | 0.47 | | 2004 | 2.09 | -1.94 | 2.85 | 0.77 | | 2003 | 1.06 | 1.65 | -0.91 | 0.17 | | 2002 | -0.05 | 4.10 | 4.61 | 1.07 | | 2001 | 1.96 | -0.10 | 4.88 | -1.01 | | 2000 | N/A | N/A | N/A | 4.91 | | 1999 | N/A | N/A | N/A | N/A |
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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 | 67 | 374 | 17.91 | | 3-Month | 33 | 374 | 8.82 | | 6-Month | 41 | 374 | 10.96 | | 1-Year | 48 | 358 | 13.41 | | 3-Year | 190 | 345 | 55.07 | | 5-Year | 134 | 318 | 42.14 |
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0.10% Nasdaq 
0.27%
Performance
