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| Morningstar Return Rating: | High | | Year to Date Return: | 24.02% | | 5-Year Average Return: | 8.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.89% | |
Worst 1-Yr Total Return (2008): | -25.10% | |
Best 3-Yr Total Return (2005-7): | 17.31% | |
Worst 3-Yr Total Return (2006-8): | 1.98% |
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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 | SVBIX | Category | Diff | Index* | Diff | | Year To Date | 24.02 | 22.21 | 1.81 | N/A | N/A | | 1-Month | 3.55 | 3.58 | -0.03 | N/A | N/A | | 3-Month | 5.53 | 5.74 | -0.21 | N/A | N/A | | 1-Year | 30.13 | 26.14 | 3.99 | N/A | N/A | | 3-Year | 4.70 | -2.18 | 6.88 | N/A | N/A | | 5-Year | 8.82 | 2.20 | 6.62 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.18 | 33.99 | -2.81 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.88 | -9.13 | 1.25 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.10 | -28.00 | 2.90 | | 2007 | | | 23.89 | 5.99 | 17.90 | | 2006 | | | 14.29 | 11.29 | 3.00 | | 2005 | | | 14.02 | 5.13 | 8.89 | | 2004 | | | 7.31 | 8.86 | -1.55 | | 2003 | | | 18.87 | 20.35 | -1.48 | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SVBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.08 | 11.38 | 11.36 | N/A | | 2008 | -3.18 | 3.21 | -13.98 | -12.87 | | 2007 | 4.23 | 6.26 | 6.20 | 5.33 | | 2006 | 4.78 | 1.30 | 2.11 | 5.45 | | 2005 | 0.51 | 4.88 | 6.84 | 1.24 | | 2004 | 1.84 | -0.39 | 0.12 | 5.67 | | 2003 | -0.71 | 9.92 | 1.32 | 7.50 | | 2002 | N/A | -12.74 | -11.61 | 6.40 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 580 | 1184 | 48.99 | | 1-Month | 1196 | 1233 | 97.00 | | 3-Month | 1155 | 1229 | 93.98 | | 6-Month | 833 | 1208 | 68.96 | | 1-Year | 426 | 1183 | 36.01 | | 3-Year | 5 | 932 | 0.54 | | 5-Year | 1 | 784 | 0.13 |
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0.01% Nasdaq 
Performance
