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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.14% | | 5-Year Average Return: | 0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.87% | |
Worst 1-Yr Total Return (2008): | -12.06% | |
Best 3-Yr Total Return (2004-6): | 2.08% | |
Worst 3-Yr Total Return (2006-8): | -2.75% |
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| 1-Year: | -3.78% | | 3-Year: | -1.42% | | 5-Year: | 0.01% | | 10-Year: | 2.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SUGBX | Category | Diff | Index* | Diff | | Year To Date | 10.14 | 13.54 | -3.4 | 6.24 | 3.9 | | 1-Month | 1.17 | 0.89 | 0.28 | 0.49 | 0.68 | | 3-Month | 3.64 | 4.14 | -0.5 | 2.60 | 1.04 | | 1-Year | 8.46 | 17.86 | -9.4 | 13.79 | -5.33 | | 3-Year | -0.31 | 4.54 | -4.85 | 6.35 | -6.66 | | 5-Year | 0.44 | 3.85 | -3.41 | 5.05 | -4.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.44 | 13.81 | -5.37 | 7.06 | 1.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.90 | 6.49 | -8.39 | 7.94 | -9.84 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SUGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.06 | -4.70 | -7.36 | | 2007 | | | 1.67 | 4.70 | -3.03 | | 2006 | | | 2.87 | 4.15 | -1.28 | | 2005 | | | 0.79 | 1.80 | -1.01 | | 2004 | | | 2.60 | 3.91 | -1.31 | | 2003 | | | 1.96 | 5.10 | -3.14 | | 2002 | | | 8.29 | 8.04 | 0.25 | | 2001 | | | 6.36 | 7.64 | -1.28 | | 2000 | | | 8.89 | 9.44 | -0.55 | | 1999 | | | -4.58 | -1.35 | -3.23 |
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| PAST QUARTERLY RETURNS (%) FOR
SUGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.18 | 4.28 | 4.21 | N/A | | 2008 | -1.96 | 0.04 | -3.46 | -7.13 | | 2007 | 1.19 | -1.01 | 1.01 | 0.49 | | 2006 | -0.94 | -0.35 | 3.03 | 1.14 | | 2005 | -0.66 | 2.32 | -0.87 | 0.02 | | 2004 | 2.15 | -2.86 | 2.57 | 0.80 | | 2003 | 0.95 | 2.16 | -0.87 | -0.26 | | 2002 | -0.18 | 3.08 | 4.03 | 1.16 | | 2001 | 2.49 | 0.09 | 3.78 | -0.09 | | 2000 | 1.48 | 0.83 | 2.60 | 3.72 | | 1999 | N/A | N/A | N/A | -0.72 |
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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 | 710 | 1164 | 61.00 | | 3-Month | 703 | 1154 | 60.92 | | 6-Month | 793 | 1133 | 69.99 | | 1-Year | 886 | 1113 | 79.60 | | 3-Year | 737 | 957 | 77.01 | | 5-Year | 666 | 845 | 78.82 |
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0.22% Nasdaq 
0.01 (0.25%) 
Performance
