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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.63% | | 5-Year Average Return: | 7.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.54% | |
Worst 1-Yr Total Return (2008): | -25.90% | |
Best 3-Yr Total Return (2005-7): | 15.94% | |
Worst 3-Yr Total Return (2006-8): | 0.85% |
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| 1-Year: | -0.33% | | 3-Year: | 3.81% | | 5-Year: | 7.64% | | 10-Year: | 3.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVBBX | Category | Diff | Index* | Diff | | Year To Date | 18.63 | 18.16 | 0.47 | N/A | N/A | | 1-Month | -1.46 | -1.24 | -0.22 | N/A | N/A | | 3-Month | 3.68 | 4.71 | -1.03 | N/A | N/A | | 1-Year | 20.93 | 15.73 | 5.2 | N/A | N/A | | 3-Year | 3.38 | -2.66 | 6.04 | N/A | N/A | | 5-Year | 7.45 | 2.10 | 5.35 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.39 | 33.32 | -2.93 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.95 | -8.51 | -0.44 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.90 | -28.00 | 2.10 | | 2007 | | | 22.54 | 5.99 | 16.55 | | 2006 | | | 12.97 | 11.29 | 1.68 | | 2005 | | | 12.59 | 5.13 | 7.46 | | 2004 | | | 6.05 | 8.86 | -2.81 | | 2003 | | | 17.42 | 20.35 | -2.93 | | 2002 | | | -18.71 | -12.02 | -6.69 | | 2001 | | | -5.92 | -5.05 | -0.87 | | 2000 | | | -2.58 | 1.82 | -4.40 | | 1999 | | | 3.16 | 10.71 | -7.55 |
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| PAST QUARTERLY RETURNS (%) FOR
SVBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.44 | 11.18 | 10.99 | N/A | | 2008 | -3.39 | 2.86 | -14.25 | -13.05 | | 2007 | 3.95 | 6.04 | 5.83 | 5.04 | | 2006 | 4.47 | 0.99 | 1.89 | 5.09 | | 2005 | 0.19 | 4.56 | 6.53 | 0.88 | | 2004 | 1.50 | -0.77 | -0.09 | 5.40 | | 2003 | -0.95 | 9.59 | 0.83 | 7.28 | | 2002 | -0.06 | -13.05 | -11.86 | 6.13 | | 2001 | -5.59 | 1.75 | -7.30 | 5.63 | | 2000 | -4.15 | 0.43 | 0.53 | 0.67 | | 1999 | N/A | N/A | N/A | 5.38 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 557 | 1211 | 46.00 | | 1-Month | 1094 | 1258 | 86.96 | | 3-Month | 1067 | 1256 | 84.95 | | 6-Month | 878 | 1220 | 71.97 | | 1-Year | 171 | 1204 | 14.20 | | 3-Year | 8 | 950 | 0.84 | | 5-Year | 4 | 796 | 0.50 |
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0.01% Nasdaq 
0.22%
Performance
