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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.65% | | 5-Year Average Return: | 3.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.21% | |
Worst 1-Yr Total Return (2008): | -11.94% | |
Best 3-Yr Total Return (2005-7): | 4.72% | |
Worst 3-Yr Total Return (2006-8): | -0.35% |
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| 1-Year: | 1.44% | | 3-Year: | 1.01% | | 5-Year: | 2.95% | | 10-Year: | 2.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SPTBX | Category | Diff | Index* | Diff | | Year To Date | 12.65 | 21.43 | -8.78 | N/A | N/A | | 1-Month | 2.43 | 2.89 | -0.46 | N/A | N/A | | 3-Month | 3.87 | 5.38 | -1.51 | N/A | N/A | | 1-Year | 17.87 | 25.72 | -7.85 | N/A | N/A | | 3-Year | 1.51 | -0.72 | 2.23 | N/A | N/A | | 5-Year | 3.02 | 2.33 | 0.69 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.50 | 29.92 | -10.42 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.97 | -4.85 | 3.88 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SPTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.94 | -22.46 | 10.52 | | 2007 | | | 5.79 | 5.22 | 0.57 | | 2006 | | | 6.21 | 8.58 | -2.37 | | 2005 | | | 2.20 | 3.68 | -1.48 | | 2004 | | | 5.77 | 6.82 | -1.05 | | 2003 | | | 14.92 | 13.67 | 1.25 | | 2002 | | | -9.71 | -4.11 | -5.60 | | 2001 | | | -1.52 | -0.54 | -0.98 | | 2000 | | | -0.16 | 2.70 | -2.86 | | 1999 | | | 8.55 | 9.09 | -0.54 |
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| PAST QUARTERLY RETURNS (%) FOR
SPTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.38 | 7.83 | 7.55 | N/A | | 2008 | -0.81 | -1.91 | -5.71 | -4.02 | | 2007 | 1.34 | 0.43 | 2.89 | 1.02 | | 2006 | 2.31 | -0.88 | 2.24 | 2.44 | | 2005 | -1.99 | 1.58 | 1.81 | 0.83 | | 2004 | 1.84 | -0.94 | -0.08 | 4.93 | | 2003 | -2.20 | 9.14 | 1.86 | 5.70 | | 2002 | 0.19 | -5.86 | -8.73 | 4.88 | | 2001 | -3.41 | 1.97 | -4.53 | 4.74 | | 2000 | 1.66 | -0.55 | 0.15 | -1.39 | | 1999 | N/A | N/A | N/A | 6.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 194 | 201 | 96.52 | | 1-Month | 197 | 219 | 89.95 | | 3-Month | 201 | 212 | 94.81 | | 6-Month | 198 | 209 | 94.74 | | 1-Year | 162 | 193 | 83.94 | | 3-Year | 15 | 123 | 12.20 | | 5-Year | 16 | 51 | 31.37 |
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1.27% Nasdaq 
Performance
