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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.81% | | 5-Year Average Return: | -1.03% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.08% | |
Worst 1-Yr Total Return (2008): | -37.96% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -12.57% | | 3-Year: | -7.82% | | 5-Year: | -0.75% | | 10-Year: | -1.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNPBX | Category | Diff | Index* | Diff | | Year To Date | 15.81 | 18.65 | -2.84 | 17.05 | -1.24 | | 1-Month | -2.00 | -2.18 | 0.18 | -1.86 | -0.14 | | 3-Month | 5.09 | 5.08 | 0.01 | 5.48 | -0.39 | | 1-Year | 8.35 | 11.86 | -3.51 | 9.80 | -1.45 | | 3-Year | -8.33 | -6.78 | -1.55 | -7.02 | -1.31 | | 5-Year | -1.03 | 0.49 | -1.52 | 0.33 | -1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.67 | 45.26 | -0.59 | 45.76 | -1.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.38 | -15.99 | -3.39 | -18.25 | -1.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.96 | -37.79 | -0.17 | | 2007 | | | 4.08 | 6.16 | -2.08 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SNPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 15.47 | 15.27 | N/A | | 2008 | -9.82 | -3.00 | -8.86 | -22.19 | | 2007 | 0.28 | 5.93 | 1.75 | -3.69 | | 2006 | N/A | N/A | 5.36 | 6.25 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | | 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 | 1388 | 2013 | 68.95 | | 1-Month | 654 | 2110 | 31.00 | | 3-Month | 1003 | 2090 | 47.99 | | 6-Month | 1270 | 2049 | 61.98 | | 1-Year | 1162 | 1999 | 58.13 | | 3-Year | 1035 | 1694 | 61.10 | | 5-Year | | 1352 | N/A |
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0.14% Nasdaq 
0.52%
Performance
