|
| Morningstar Return Rating: | Average | | Year to Date Return: | 7.40% | | 5-Year Average Return: | 4.03% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.79% | |
Worst 1-Yr Total Return (2004): | 0.91% | |
Best 3-Yr Total Return (2006-8): | 3.83% | |
Worst 3-Yr Total Return (2004-6): | 2.00% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STBFX | Category | Diff | Index* | Diff | | Year To Date | 7.40 | 9.71 | -2.31 | 7.61 | -0.21 | | 1-Month | 0.63 | 0.67 | -0.04 | 1.29 | -0.66 | | 3-Month | 1.96 | 2.20 | -0.24 | 2.86 | -0.9 | | 1-Year | 8.86 | 11.11 | -2.25 | 11.63 | -2.77 | | 3-Year | 4.95 | 3.58 | 1.37 | 6.40 | -1.45 | | 5-Year | 4.03 | 3.39 | 0.64 | 5.49 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.22 | 7.66 | -2.44 | 7.06 | -1.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.38 | 4.29 | 1.09 | 7.94 | -2.56 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STBFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.88 | -4.23 | 6.11 | | 2007 | | | 5.79 | 4.29 | 1.50 | | 2006 | | | 3.86 | 4.05 | -0.19 | | 2005 | | | 1.27 | 1.45 | -0.18 | | 2004 | | | 0.91 | 1.63 | -0.72 | | 2003 | | | 3.49 | 2.54 | 0.95 | | 2002 | | | 6.93 | 5.47 | 1.46 | | 2001 | | | 7.55 | 7.27 | 0.28 | | 2000 | | | 7.25 | 7.59 | -0.34 | | 1999 | | | 2.50 | 2.21 | 0.29 |
|
| PAST QUARTERLY RETURNS (%) FOR
STBFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.09 | 2.79 | 2.23 | N/A | | 2008 | 2.11 | -0.68 | -0.90 | 1.37 | | 2007 | 1.28 | 0.45 | 1.70 | 2.25 | | 2006 | 0.18 | 0.33 | 1.83 | 1.47 | | 2005 | -0.11 | 1.03 | 0.02 | 0.33 | | 2004 | 0.95 | -1.07 | 1.08 | -0.04 | | 2003 | 1.36 | 1.45 | 0.53 | 0.11 | | 2002 | 0.27 | 3.01 | 2.15 | 1.35 | | 2001 | 2.15 | 0.92 | 3.71 | 0.59 | | 2000 | 1.29 | 1.56 | 1.99 | 2.22 | | 1999 | N/A | N/A | N/A | 0.60 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 267 | 418 | 63.88 | | 1-Month | 394 | 434 | 90.78 | | 3-Month | 372 | 433 | 85.91 | | 6-Month | 313 | 424 | 73.82 | | 1-Year | 237 | 418 | 56.70 | | 3-Year | 93 | 377 | 24.67 | | 5-Year | 95 | 313 | 30.35 |
|
|
|
|
|