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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.34% | | 5-Year Average Return: | -0.85% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.56% | |
Worst 1-Yr Total Return (2008): | -25.87% | |
Best 3-Yr Total Return (2004-6): | 6.88% | |
Worst 3-Yr Total Return (2006-8): | -6.94% |
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| 1-Year: | -6.68% | | 3-Year: | -6.36% | | 5-Year: | -0.71% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLBBX | Category | Diff | Index* | Diff | | Year To Date | 10.34 | 18.16 | -7.82 | N/A | N/A | | 1-Month | -0.99 | -1.24 | 0.25 | N/A | N/A | | 3-Month | 2.94 | 4.71 | -1.77 | N/A | N/A | | 1-Year | 7.44 | 15.73 | -8.29 | N/A | N/A | | 3-Year | -6.47 | -2.66 | -3.81 | N/A | N/A | | 5-Year | -0.85 | 2.10 | -2.95 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.94 | 33.32 | -11.38 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.63 | -8.51 | -2.12 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.87 | -28.00 | 2.13 | | 2007 | | | -1.66 | 5.99 | -7.65 | | 2006 | | | 10.56 | 11.29 | -0.73 | | 2005 | | | 4.28 | 5.13 | -0.85 | | 2004 | | | 5.89 | 8.86 | -2.97 | | 2003 | | | 14.35 | 20.35 | -6.00 | | 2002 | | | -8.26 | -12.02 | 3.76 | | 2001 | | | -5.91 | -5.05 | -0.86 | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.01 | 8.37 | 8.26 | N/A | | 2008 | -5.00 | -5.78 | -3.83 | -13.89 | | 2007 | 0.30 | 4.00 | 0.19 | -5.91 | | 2006 | 2.05 | -0.05 | 4.84 | 3.39 | | 2005 | -0.10 | 0.58 | 1.89 | 1.87 | | 2004 | 1.20 | 0.16 | -0.22 | 4.69 | | 2003 | -1.23 | 7.76 | 0.93 | 6.45 | | 2002 | 0.33 | -6.21 | -7.27 | 5.13 | | 2001 | -7.57 | 1.91 | -4.94 | 5.08 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1150 | 1211 | 94.96 | | 1-Month | 540 | 1258 | 42.93 | | 3-Month | 1130 | 1256 | 89.97 | | 6-Month | 1171 | 1220 | 95.98 | | 1-Year | 881 | 1204 | 73.17 | | 3-Year | 690 | 950 | 72.63 | | 5-Year | 596 | 796 | 74.87 |
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