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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.72% | | 5-Year Average Return: | 7.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.60% | |
Worst 1-Yr Total Return (2008): | -25.95% | |
Best 3-Yr Total Return (2005-7): | 15.96% | |
Worst 3-Yr Total Return (2006-8): | 0.84% |
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| 1-Year: | 3.67% | | 3-Year: | 4.75% | | 5-Year: | 7.95% | | 10-Year: | 3.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVBCX | Category | Diff | Index* | Diff | | Year To Date | 18.72 | 18.16 | 0.56 | 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 | 20.91 | 15.73 | 5.18 | N/A | N/A | | 3-Year | 3.40 | -2.66 | 6.06 | N/A | N/A | | 5-Year | 7.46 | 2.10 | 5.36 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.36 | 33.32 | -2.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.94 | -8.51 | -0.43 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.95 | -28.00 | 2.05 | | 2007 | | | 22.60 | 5.99 | 16.61 | | 2006 | | | 12.96 | 11.29 | 1.67 | | 2005 | | | 12.59 | 5.13 | 7.46 | | 2004 | | | 6.04 | 8.86 | -2.82 | | 2003 | | | 17.42 | 20.35 | -2.93 | | 2002 | | | -18.71 | -12.02 | -6.69 | | 2001 | | | -5.99 | -5.05 | -0.94 | | 2000 | | | -2.51 | 1.82 | -4.33 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SVBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.35 | 11.08 | 11.07 | N/A | | 2008 | -3.45 | 2.93 | -14.24 | -13.12 | | 2007 | 3.94 | 6.04 | 5.83 | 5.11 | | 2006 | 4.47 | 0.99 | 1.89 | 5.08 | | 2005 | 0.19 | 4.56 | 6.53 | 0.88 | | 2004 | 1.50 | -0.79 | -0.09 | 5.40 | | 2003 | -0.95 | 9.59 | 0.83 | 7.28 | | 2002 | -0.06 | -13.05 | -11.86 | 6.13 | | 2001 | -5.65 | 1.75 | -7.30 | 5.63 | | 2000 | -4.15 | 0.43 | 0.53 | 0.75 | | 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 | 544 | 1211 | 44.92 | | 1-Month | 1056 | 1258 | 83.94 | | 3-Month | 1067 | 1256 | 84.95 | | 6-Month | 878 | 1220 | 71.97 | | 1-Year | 173 | 1204 | 14.37 | | 3-Year | 7 | 950 | 0.74 | | 5-Year | 3 | 796 | 0.38 |
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0.01% Nasdaq 
0.22%
Performance
