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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.41% | | 5-Year Average Return: | 8.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.45% | |
Worst 1-Yr Total Return (2008): | -25.42% | |
Best 3-Yr Total Return (2005-7): | 16.76% | |
Worst 3-Yr Total Return (2006-8): | 1.55% |
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| 1-Year: | 0.11% | | 3-Year: | 3.69% | | 5-Year: | 7.59% | | 10-Year: | 3.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVBAX | Category | Diff | Index* | Diff | | Year To Date | 19.41 | 18.16 | 1.25 | N/A | N/A | | 1-Month | -1.38 | -1.24 | -0.14 | N/A | N/A | | 3-Month | 3.84 | 4.71 | -0.87 | N/A | N/A | | 1-Year | 21.72 | 15.73 | 5.99 | N/A | N/A | | 3-Year | 4.12 | -2.66 | 6.78 | N/A | N/A | | 5-Year | 8.21 | 2.10 | 6.11 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.90 | 33.32 | -2.42 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.29 | -8.51 | 0.22 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.42 | -28.00 | 2.58 | | 2007 | | | 23.45 | 5.99 | 17.46 | | 2006 | | | 13.75 | 11.29 | 2.46 | | 2005 | | | 13.36 | 5.13 | 8.23 | | 2004 | | | 6.78 | 8.86 | -2.08 | | 2003 | | | 18.21 | 20.35 | -2.14 | | 2002 | | | -18.19 | -12.02 | -6.17 | | 2001 | | | -5.23 | -5.05 | -0.18 | | 2000 | | | -1.83 | 1.82 | -3.65 | | 1999 | | | 3.89 | 10.71 | -6.82 |
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| PAST QUARTERLY RETURNS (%) FOR
SVBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.18 | 11.27 | 11.25 | N/A | | 2008 | -3.28 | 3.11 | -14.08 | -12.97 | | 2007 | 4.12 | 6.22 | 6.01 | 5.29 | | 2006 | 4.66 | 1.17 | 2.07 | 5.26 | | 2005 | 0.37 | 4.74 | 6.72 | 1.05 | | 2004 | 1.68 | -0.61 | 0.08 | 5.58 | | 2003 | -0.78 | 9.77 | 1.00 | 7.47 | | 2002 | 0.03 | -12.88 | -11.69 | 6.31 | | 2001 | -5.49 | 1.93 | -7.12 | 5.91 | | 2000 | -3.99 | 0.61 | 0.71 | 0.92 | | 1999 | N/A | N/A | N/A | 5.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 508 | 1211 | 41.95 | | 1-Month | 1056 | 1258 | 83.94 | | 3-Month | 1004 | 1256 | 79.94 | | 6-Month | 829 | 1220 | 67.95 | | 1-Year | 142 | 1204 | 11.79 | | 3-Year | 5 | 950 | 0.53 | | 5-Year | 2 | 796 | 0.25 |
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1.00% Nasdaq 
Performance
