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| Morningstar Return Rating: | High | | Year to Date Return: | 7.31% | | 5-Year Average Return: | 5.02% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.35% | |
Worst 1-Yr Total Return (2005): | 1.55% | |
Best 3-Yr Total Return (2006-8): | 5.30% | |
Worst 3-Yr Total Return (2004-6): | 2.65% |
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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 | SLMTX | Category | Diff | Index* | Diff | | Year To Date | 7.31 | 4.17 | 3.14 | 7.61 | -0.3 | | 1-Month | 1.20 | 0.70 | 0.5 | 1.29 | -0.09 | | 3-Month | 2.83 | 1.51 | 1.32 | 2.86 | -0.03 | | 1-Year | 9.32 | 5.67 | 3.65 | 11.63 | -2.31 | | 3-Year | 6.38 | 5.00 | 1.38 | 6.40 | -0.02 | | 5-Year | 5.02 | 4.03 | 0.99 | 5.49 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.37 | 3.01 | 1.36 | 7.06 | -2.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.41 | 5.22 | 4.19 | 7.94 | 1.47 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SLMTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.35 | 4.80 | 1.55 | | 2007 | | | 5.52 | 5.87 | -0.35 | | 2006 | | | 4.06 | 3.67 | 0.39 | | 2005 | | | 1.55 | 1.26 | 0.29 | | 2004 | | | 2.36 | 1.46 | 0.90 | | 2003 | | | 1.42 | 1.45 | -0.03 | | 2002 | | | 7.50 | 6.85 | 0.65 | | 2001 | | | 7.41 | 7.26 | 0.15 | | 2000 | | | 8.59 | 8.30 | 0.29 | | 1999 | | | 1.26 | 1.49 | -0.23 |
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| PAST QUARTERLY RETURNS (%) FOR
SLMTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.06 | 0.55 | 2.54 | N/A | | 2008 | 0.99 | -0.39 | 1.55 | 4.10 | | 2007 | 1.41 | 0.30 | 1.70 | 2.01 | | 2006 | 0.18 | 0.61 | 2.06 | 1.16 | | 2005 | -0.30 | 1.37 | 0.01 | 0.46 | | 2004 | 1.70 | -1.70 | 1.86 | 0.52 | | 2003 | 0.95 | 1.14 | -0.94 | 0.28 | | 2002 | 0.63 | 2.68 | 2.86 | 1.14 | | 2001 | 2.06 | 0.72 | 4.36 | 0.12 | | 2000 | 1.01 | 1.58 | 2.64 | 3.11 | | 1999 | N/A | N/A | N/A | 0.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 28 | 158 | 17.72 | | 1-Month | 150 | 162 | 92.59 | | 3-Month | 14 | 162 | 8.64 | | 6-Month | 12 | 161 | 7.45 | | 1-Year | 20 | 156 | 12.82 | | 3-Year | 18 | 149 | 12.08 | | 5-Year | 8 | 144 | 5.56 |
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0.10% Nasdaq 
0.27%
Performance
