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| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.24% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 15.65% | |
Worst 1-Yr Total Return (2008): | -22.25% | |
Best 3-Yr Total Return (2005-7): | 4.37% | |
Worst 3-Yr Total Return (2006-8): | -5.39% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SLBRX | Category | Diff | Index* | Diff | | Year To Date | -2.24 | -1.95 | -0.29 | N/A | N/A | | 1-Month | -2.24 | -1.95 | -0.29 | N/A | N/A | | 3-Month | 2.04 | 3.10 | -1.06 | N/A | N/A | | 1-Year | 18.75 | 27.80 | -9.05 | N/A | N/A | | 3-Year | -4.83 | -2.95 | -1.88 | N/A | N/A | | 5-Year | 0.35 | 1.92 | -1.57 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.77 | 33.97 | -7.2 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.42 | -9.11 | 0.69 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLBRX | Category | Diff | | 2009 | | | 15.65 | 24.13 | -8.48 | | 2008 | | | -22.25 | -28.00 | 5.75 | | 2007 | | | -1.11 | 5.99 | -7.10 | | 2006 | | | 10.15 | 11.29 | -1.14 | | 2005 | | | 4.38 | 5.13 | -0.75 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SLBRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.49 | 8.76 | 10.46 | 2.95 | | 2008 | -5.77 | -0.26 | -7.87 | -10.21 | | 2007 | 0.85 | 3.07 | -0.15 | -4.72 | | 2006 | 2.57 | -0.97 | 3.84 | 4.43 | | 2005 | -2.14 | 1.40 | 3.19 | 1.94 | | 2004 | N/A | N/A | 0.18 | 7.15 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 784 | 1246 | 62.92 | | 1-Month | 660 | 1246 | 52.97 | | 3-Month | 1068 | 1228 | 86.97 | | 6-Month | 1111 | 1221 | 90.99 | | 1-Year | 918 | 1176 | 78.06 | | 3-Year | 637 | 964 | 66.08 | | 5-Year | 555 | 789 | 70.34 |
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1.52% Nasdaq 0.00%
Performance
