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| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.50% | | 5-Year Average Return: | 4.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.00% | |
Worst 1-Yr Total Return (2008): | -16.18% | |
Best 3-Yr Total Return (2005-7): | 9.29% | |
Worst 3-Yr Total Return (2006-8): | 1.82% |
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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 | STFBX | Category | Diff | Index* | Diff | | Year To Date | 13.50 | 22.21 | -8.71 | N/A | N/A | | 1-Month | 3.74 | 3.58 | 0.16 | N/A | N/A | | 3-Month | 6.27 | 5.74 | 0.53 | N/A | N/A | | 1-Year | 16.17 | 26.14 | -9.97 | N/A | N/A | | 3-Year | 2.08 | -2.18 | 4.26 | N/A | N/A | | 5-Year | 4.70 | 2.20 | 2.5 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 21.89 | 33.99 | -12.1 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.50 | -9.13 | 3.63 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -16.18 | -28.00 | 11.82 | | 2007 | | | 11.44 | 5.99 | 5.45 | | 2006 | | | 13.00 | 11.29 | 1.71 | | 2005 | | | 3.67 | 5.13 | -1.46 | | 2004 | | | 7.42 | 8.86 | -1.44 | | 2003 | | | 18.43 | 20.35 | -1.92 | | 2002 | | | -7.64 | -12.02 | 4.38 | | 2001 | | | -5.63 | -5.05 | -0.58 | | 2000 | | | -0.75 | 1.82 | -2.57 | | 1999 | | | 9.74 | 10.71 | -0.97 |
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| PAST QUARTERLY RETURNS (%) FOR
STFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.01 | 7.28 | 8.48 | N/A | | 2008 | -1.97 | -2.91 | -4.96 | -7.34 | | 2007 | 1.90 | 3.67 | 4.25 | 1.20 | | 2006 | 4.20 | 0.36 | 4.10 | 3.79 | | 2005 | -0.34 | 0.41 | 2.91 | 0.66 | | 2004 | 1.56 | 1.15 | -0.16 | 4.74 | | 2003 | -0.72 | 8.67 | 1.71 | 7.92 | | 2002 | 0.38 | -6.15 | -7.11 | 5.53 | | 2001 | -6.80 | 1.61 | -5.83 | 5.84 | | 2000 | 4.18 | 3.36 | -3.92 | -4.07 | | 1999 | N/A | N/A | N/A | 8.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1124 | 1184 | 94.93 | | 1-Month | 1011 | 1233 | 82.00 | | 3-Month | 442 | 1229 | 35.96 | | 6-Month | 1002 | 1208 | 82.95 | | 1-Year | 942 | 1183 | 79.63 | | 3-Year | 31 | 932 | 3.33 | | 5-Year | 37 | 784 | 4.72 |
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