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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.61% | | 5-Year Average Return: | 4.99% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.59% | |
Worst 1-Yr Total Return (2005): | 1.51% | |
Best 3-Yr Total Return (2006-8): | 4.33% | |
Worst 3-Yr Total Return (2005-7): | 4.00% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SRBHX | Category | Diff | Index* | Diff | | Year To Date | 10.61 | 13.54 | -2.93 | 6.24 | 4.37 | | 1-Month | 0.49 | 0.89 | -0.4 | 0.49 | 0 | | 3-Month | 2.87 | 4.14 | -1.27 | 2.60 | 0.27 | | 1-Year | 17.68 | 17.86 | -0.18 | 13.79 | 3.89 | | 3-Year | 6.71 | 4.54 | 2.17 | 6.35 | 0.36 | | 5-Year | 4.99 | 3.85 | 1.14 | 5.05 | -0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.22 | 13.81 | -4.59 | 7.06 | 2.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.42 | 6.49 | 2.93 | 7.94 | 1.48 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRBHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.49 | -4.70 | 7.19 | | 2007 | | | 6.59 | 4.70 | 1.89 | | 2006 | | | 3.97 | 4.15 | -0.18 | | 2005 | | | 1.51 | 1.80 | -0.29 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SRBHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.05 | 3.63 | 4.08 | N/A | | 2008 | 2.30 | -0.85 | -0.86 | 1.92 | | 2007 | 1.60 | -0.71 | 2.63 | 2.95 | | 2006 | -0.69 | -0.09 | 3.60 | 1.14 | | 2005 | -0.88 | 2.95 | -0.79 | 0.27 | | 2004 | N/A | N/A | N/A | 0.54 | | 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 | 695 | 1122 | 61.94 | | 1-Month | 907 | 1164 | 77.92 | | 3-Month | 911 | 1154 | 78.94 | | 6-Month | 849 | 1133 | 74.93 | | 1-Year | 423 | 1113 | 38.01 | | 3-Year | 134 | 957 | 14.00 | | 5-Year | 150 | 845 | 17.75 |
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1.23% Nasdaq 0.00%
0.02 (0.18%) 
Performance
