|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.79% | | 5-Year Average Return: | -1.09% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -3.24% | |
Worst 1-Yr Total Return (2008): | -35.00% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | -14.87% | | 3-Year: | -7.05% | | 5-Year: | 0.31% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SNRBX | Category | Diff | Index* | Diff | | Year To Date | 12.79 | 19.13 | -6.34 | 17.05 | -4.26 | | 1-Month | -6.90 | -5.65 | -1.25 | -1.86 | -5.04 | | 3-Month | 1.05 | 2.75 | -1.7 | 5.48 | -4.43 | | 1-Year | 4.93 | 11.45 | -6.52 | 9.80 | -4.87 | | 3-Year | -10.04 | -8.46 | -1.58 | -7.02 | -3.02 | | 5-Year | -1.09 | 0.52 | -1.61 | 0.33 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.44 | 57.02 | -1.58 | 45.76 | 9.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.46 | -18.27 | -4.19 | -18.25 | -4.21 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SNRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.00 | -36.56 | 1.56 | | 2007 | | | -3.24 | -1.10 | -2.14 | | 2006 | | | N/A | 15.03 | N/A | | 2005 | | | N/A | 6.75 | N/A | | 2004 | | | N/A | 18.94 | N/A | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SNRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.27 | 20.34 | 18.82 | N/A | | 2008 | -10.30 | 0.09 | -1.63 | -26.40 | | 2007 | 1.54 | 4.00 | -3.51 | -5.04 | | 2006 | N/A | N/A | 0.07 | 8.38 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 493 | 641 | 76.91 | | 1-Month | 562 | 662 | 84.89 | | 3-Month | 554 | 652 | 84.97 | | 6-Month | 465 | 647 | 71.87 | | 1-Year | 399 | 630 | 63.33 | | 3-Year | 320 | 553 | 57.87 | | 5-Year | | 452 | N/A |
|
|
|
|
|