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| Morningstar Return Rating: | Below average | | Year to Date Return: | 1.40% | | 5-Year Average Return: | 3.69% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.37% | |
Worst 1-Yr Total Return (2004): | 0.21% | |
Best 3-Yr Total Return (2006-8): | 5.23% | |
Worst 3-Yr Total Return (2004-6): | 1.66% |
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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 | STUSX | Category | Diff | Index* | Diff | | Year To Date | 1.40 | 4.17 | -2.77 | 7.61 | -6.21 | | 1-Month | 0.76 | 0.70 | 0.06 | 1.29 | -0.53 | | 3-Month | 1.12 | 1.51 | -0.39 | 2.86 | -1.74 | | 1-Year | 1.99 | 5.67 | -3.68 | 11.63 | -9.64 | | 3-Year | 4.51 | 5.00 | -0.49 | 6.40 | -1.89 | | 5-Year | 3.69 | 4.03 | -0.34 | 5.49 | -1.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.02 | 3.01 | -1.99 | 7.06 | -6.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.49 | 5.22 | -1.73 | 7.94 | -4.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.82 | 4.80 | 1.02 | | 2007 | | | 6.37 | 5.87 | 0.50 | | 2006 | | | 3.52 | 3.67 | -0.15 | | 2005 | | | 1.28 | 1.26 | 0.02 | | 2004 | | | 0.21 | 1.46 | -1.25 | | 2003 | | | 1.00 | 1.45 | -0.45 | | 2002 | | | 2.99 | 6.85 | -3.86 | | 2001 | | | 6.36 | 7.26 | -0.90 | | 2000 | | | N/A | 8.30 | N/A | | 1999 | | | N/A | 1.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
STUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.09 | -0.30 | 0.76 | N/A | | 2008 | 2.80 | -0.96 | 1.44 | 2.46 | | 2007 | 1.24 | 0.59 | 2.33 | 2.06 | | 2006 | 0.25 | 0.59 | 1.85 | 0.79 | | 2005 | -0.18 | 0.95 | 0.01 | 0.48 | | 2004 | 0.62 | -0.78 | 0.50 | -0.13 | | 2003 | 0.28 | 0.21 | 0.46 | 0.04 | | 2002 | 0.06 | 1.50 | 1.00 | 0.41 | | 2001 | 2.11 | 1.12 | 2.79 | 0.22 | | 2000 | N/A | 1.73 | 1.80 | 2.22 | | 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 | 132 | 158 | 83.54 | | 1-Month | 106 | 162 | 65.43 | | 3-Month | 118 | 162 | 72.84 | | 6-Month | 133 | 161 | 82.61 | | 1-Year | 115 | 156 | 73.72 | | 3-Year | 93 | 149 | 62.42 | | 5-Year | 94 | 144 | 65.28 |
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