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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.34% | | 5-Year Average Return: | 4.66% | | Number of Years Up: | 4 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.27% | |
Worst 1-Yr Total Return (2005): | 1.12% | |
Best 3-Yr Total Return (2006-8): | 4.02% | |
Worst 3-Yr Total Return (2005-7): | 3.66% |
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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 | SRBTX | Category | Diff | Index* | Diff | | Year To Date | 10.34 | 13.54 | -3.2 | 6.24 | 4.1 | | 1-Month | 0.56 | 0.89 | -0.33 | 0.49 | 0.07 | | 3-Month | 2.80 | 4.14 | -1.34 | 2.60 | 0.2 | | 1-Year | 17.35 | 17.86 | -0.51 | 13.79 | 3.56 | | 3-Year | 6.39 | 4.54 | 1.85 | 6.35 | 0.04 | | 5-Year | 4.66 | 3.85 | 0.81 | 5.05 | -0.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.94 | 13.81 | -4.87 | 7.06 | 1.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.10 | 6.49 | 2.61 | 7.94 | 1.16 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SRBTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.18 | -4.70 | 6.88 | | 2007 | | | 6.27 | 4.70 | 1.57 | | 2006 | | | 3.66 | 4.15 | -0.49 | | 2005 | | | 1.12 | 1.80 | -0.68 | | 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
SRBTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.98 | 3.55 | 3.91 | N/A | | 2008 | 2.22 | -1.02 | -0.85 | 1.85 | | 2007 | 1.52 | -0.78 | 2.56 | 2.87 | | 2006 | -0.76 | -0.16 | 3.52 | 1.06 | | 2005 | -0.95 | 2.88 | -0.87 | 0.10 | | 2004 | N/A | N/A | N/A | 0.74 | | 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 | 729 | 1122 | 64.97 | | 1-Month | 954 | 1164 | 81.96 | | 3-Month | 911 | 1154 | 78.94 | | 6-Month | 872 | 1133 | 76.96 | | 1-Year | 451 | 1113 | 40.52 | | 3-Year | 180 | 957 | 18.81 | | 5-Year | 228 | 845 | 26.98 |
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0.22% Nasdaq 
0.02 (0.18%) 
Performance
