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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.13% | | 5-Year Average Return: | -0.21% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.78% | |
Worst 1-Yr Total Return (2008): | -29.96% | |
Best 3-Yr Total Return (2004-6): | 5.22% | |
Worst 3-Yr Total Return (2006-8): | -6.86% |
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| 1-Year: | -7.52% | | 3-Year: | -4.55% | | 5-Year: | -0.28% | | 10-Year: | 1.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMRBX | Category | Diff | Index* | Diff | | Year To Date | 20.13 | 22.21 | -2.08 | N/A | N/A | | 1-Month | 3.87 | 3.58 | 0.29 | N/A | N/A | | 3-Month | 5.68 | 5.74 | -0.06 | N/A | N/A | | 1-Year | 23.05 | 26.14 | -3.09 | N/A | N/A | | 3-Year | -4.12 | -2.18 | -1.94 | N/A | N/A | | 5-Year | -0.21 | 2.20 | -2.41 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.00 | 33.99 | 0.01 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.77 | -9.13 | -3.64 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.96 | -28.00 | -1.96 | | 2007 | | | 4.13 | 5.99 | -1.86 | | 2006 | | | 10.78 | 11.29 | -0.51 | | 2005 | | | -0.46 | 5.13 | -5.59 | | 2004 | | | 5.66 | 8.86 | -3.20 | | 2003 | | | 19.66 | 20.35 | -0.69 | | 2002 | | | -9.55 | -12.02 | 2.47 | | 2001 | | | -7.86 | -5.05 | -2.81 | | 2000 | | | 2.79 | 1.82 | 0.97 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.29 | 13.09 | 11.63 | N/A | | 2008 | -7.14 | -3.67 | -5.48 | -17.15 | | 2007 | 0.70 | 4.19 | 1.63 | -2.34 | | 2006 | 2.17 | -0.19 | 3.98 | 4.48 | | 2005 | -1.89 | 0.42 | 0.54 | 0.48 | | 2004 | 0.81 | 0.12 | -0.84 | 5.57 | | 2003 | -1.71 | 10.06 | 2.28 | 8.16 | | 2002 | 1.12 | -4.90 | -7.82 | 2.05 | | 2001 | -6.57 | 2.09 | -6.71 | 3.54 | | 2000 | 3.56 | -0.20 | 3.28 | -3.70 | | 1999 | N/A | N/A | N/A | 9.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 828 | 1184 | 69.93 | | 1-Month | 1072 | 1233 | 86.94 | | 3-Month | 651 | 1229 | 52.97 | | 6-Month | 507 | 1208 | 41.97 | | 1-Year | 670 | 1183 | 56.64 | | 3-Year | 632 | 932 | 67.81 | | 5-Year | 599 | 784 | 76.40 |
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0.26% Nasdaq 0.00%
Performance
