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| Morningstar Return Rating: | Low | | Year to Date Return: | -1.64% | | 5-Year Average Return: | -0.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 16.47% | |
Worst 1-Yr Total Return (2008): | -25.57% | |
Best 3-Yr Total Return (2005-7): | 4.71% | |
Worst 3-Yr Total Return (2006-8): | -6.55% |
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| 1-Year: | 12.98% | | 3-Year: | -6.01% | | 5-Year: | -0.70% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLBAX | Category | Diff | Index* | Diff | | Year To Date | -1.64 | -1.95 | 0.31 | N/A | N/A | | 1-Month | -1.64 | -1.95 | 0.31 | N/A | N/A | | 3-Month | 3.47 | 3.10 | 0.37 | N/A | N/A | | 1-Year | 19.04 | 27.80 | -8.76 | N/A | N/A | | 3-Year | -5.77 | -2.95 | -2.82 | N/A | N/A | | 5-Year | -0.34 | 1.92 | -2.26 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.16 | 33.97 | -11.81 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.24 | -9.11 | -1.13 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLBAX | Category | Diff | | 2009 | | | 16.47 | 24.13 | -7.66 | | 2008 | | | -25.57 | -28.00 | 2.43 | | 2007 | | | -1.27 | 5.99 | -7.26 | | 2006 | | | 11.05 | 11.29 | -0.24 | | 2005 | | | 4.70 | 5.13 | -0.43 | | 2004 | | | 6.28 | 8.86 | -2.58 | | 2003 | | | 14.69 | 20.35 | -5.66 | | 2002 | | | -7.94 | -12.02 | 4.08 | | 2001 | | | -5.69 | -5.05 | -0.64 | | 2000 | | | N/A | 1.82 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.86 | 8.40 | 8.42 | 4.16 | | 2008 | -4.90 | -5.70 | -3.71 | -13.81 | | 2007 | 0.40 | 4.09 | 0.29 | -5.80 | | 2006 | 2.15 | 0.08 | 4.94 | 3.50 | | 2005 | 0.11 | 0.67 | 1.99 | 1.87 | | 2004 | 1.42 | 0.15 | -0.11 | 4.74 | | 2003 | -1.11 | 7.82 | 1.05 | 6.44 | | 2002 | 0.33 | -6.12 | -7.15 | 5.27 | | 2001 | -7.57 | 2.02 | -4.93 | 5.20 | | 2000 | 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 | 299 | 1246 | 24.00 | | 1-Month | 236 | 1246 | 18.94 | | 3-Month | 196 | 1228 | 15.96 | | 6-Month | 952 | 1221 | 77.97 | | 1-Year | 921 | 1176 | 78.32 | | 3-Year | 703 | 964 | 72.93 | | 5-Year | 595 | 789 | 75.41 |
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1.52% Nasdaq 0.00%
Performance
