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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.04% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 19.34% | |
Worst 1-Yr Total Return (2008): | -46.95% | |
Best 3-Yr Total Return (2004-6): | 8.46% | |
Worst 3-Yr Total Return (2006-8): | -15.69% |
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| 1-Year: | 2.48% | | 3-Year: | -4.04% | | 5-Year: | 1.84% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STNBX | Category | Diff | Index* | Diff | | Year To Date | 42.04 | 51.81 | -9.77 | 24.07 | 17.97 | | 1-Month | 4.41 | 5.12 | -0.71 | 6.00 | -1.59 | | 3-Month | 3.82 | 7.87 | -4.05 | 7.91 | -4.09 | | 1-Year | 45.45 | 57.69 | -12.24 | 25.39 | 20.06 | | 3-Year | -4.98 | -1.61 | -3.37 | -5.79 | 0.81 | | 5-Year | -0.40 | 2.56 | -2.96 | 0.71 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.56 | 59.60 | -9.04 | 45.76 | 4.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.96 | -9.33 | -3.63 | -18.25 | 5.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STNBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.95 | -45.33 | -1.62 | | 2007 | | | 16.45 | 16.12 | 0.33 | | 2006 | | | -2.97 | 7.08 | -10.05 | | 2005 | | | 10.17 | 5.76 | 4.41 | | 2004 | | | 19.34 | 4.24 | 15.10 | | 2003 | | | 79.34 | 55.77 | 23.57 | | 2002 | | | -44.01 | -42.86 | -1.15 | | 2001 | | | -55.88 | -36.89 | -18.99 | | 2000 | | | N/A | -31.36 | N/A | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STNBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.96 | 16.92 | 15.32 | N/A | | 2008 | -18.70 | 3.07 | -15.87 | -24.75 | | 2007 | 1.13 | 7.81 | 1.78 | 4.94 | | 2006 | 2.66 | -10.67 | 1.54 | 4.20 | | 2005 | -12.59 | 8.09 | 8.39 | 7.58 | | 2004 | 4.94 | 3.53 | -7.95 | 19.34 | | 2003 | 3.69 | 39.15 | 9.46 | 13.55 | | 2002 | -9.09 | -30.00 | -19.16 | 8.84 | | 2001 | -46.95 | 10.48 | -47.28 | 42.77 | | 2000 | N/A | N/A | 7.99 | -38.99 | | 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 | 176 | 215 | 81.86 | | 1-Month | 128 | 229 | 55.90 | | 3-Month | 206 | 229 | 89.96 | | 6-Month | 175 | 217 | 80.65 | | 1-Year | 143 | 207 | 69.08 | | 3-Year | 137 | 198 | 69.19 | | 5-Year | 138 | 186 | 74.19 |
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