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| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.04% | | 5-Year Average Return: | 3.89% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.87% | |
Worst 1-Yr Total Return (2004): | 1.28% | |
Best 3-Yr Total Return (2006-8): | 6.17% | |
Worst 3-Yr Total Return (2004-6): | 2.10% |
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| 1-Year: | -0.33% | | 3-Year: | 3.64% | | 5-Year: | 3.01% | | 10-Year: | 4.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMRGX | Category | Diff | Index* | Diff | | Year To Date | -0.04 | 3.42 | -3.46 | 6.24 | -6.28 | | 1-Month | 0.09 | 0.37 | -0.28 | 0.49 | -0.4 | | 3-Month | 0.96 | 1.41 | -0.45 | 2.60 | -1.64 | | 1-Year | 4.71 | 6.18 | -1.47 | 13.79 | -9.08 | | 3-Year | 5.13 | 4.97 | 0.16 | 6.35 | -1.22 | | 5-Year | 3.89 | 3.80 | 0.09 | 5.05 | -1.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.19 | 2.96 | -1.77 | 7.06 | -5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.85 | 5.15 | -0.3 | 7.94 | -3.09 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMRGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.87 | 4.80 | 3.07 | | 2007 | | | 7.23 | 5.87 | 1.36 | | 2006 | | | 3.46 | 3.67 | -0.21 | | 2005 | | | 1.58 | 1.26 | 0.32 | | 2004 | | | 1.28 | 1.46 | -0.18 | | 2003 | | | 2.11 | 1.45 | 0.66 | | 2002 | | | 7.80 | 6.85 | 0.95 | | 2001 | | | 7.39 | 7.26 | 0.13 | | 2000 | | | 9.58 | 8.30 | 1.28 | | 1999 | | | -0.34 | 1.49 | -1.83 |
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| PAST QUARTERLY RETURNS (%) FOR
SMRGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.17 | -1.12 | 1.17 | N/A | | 2008 | 3.71 | -1.82 | 1.36 | 4.51 | | 2007 | 1.33 | -0.06 | 2.80 | 3.01 | | 2006 | -0.43 | 0.16 | 2.80 | 0.91 | | 2005 | -0.46 | 1.93 | -0.37 | 0.50 | | 2004 | 1.89 | -2.36 | 1.76 | 0.04 | | 2003 | 0.95 | 1.66 | -0.47 | -0.03 | | 2002 | 0.15 | 3.11 | 3.28 | 1.09 | | 2001 | 3.16 | 0.32 | 4.32 | -0.53 | | 2000 | 1.29 | 1.20 | 3.03 | 3.75 | | 1999 | N/A | N/A | N/A | -0.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 151 | 159 | 94.97 | | 1-Month | 110 | 163 | 67.48 | | 3-Month | 97 | 162 | 59.88 | | 6-Month | 140 | 161 | 86.96 | | 1-Year | 93 | 157 | 59.24 | | 3-Year | 65 | 150 | 43.33 | | 5-Year | 52 | 145 | 35.86 |
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0.18% Nasdaq 
0.42%
Performance
