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| Morningstar Return Rating: | High | | Year to Date Return: | 27.08% | | 5-Year Average Return: | 6.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 25.87% | |
Worst 1-Yr Total Return (2008): | -27.70% | |
Best 3-Yr Total Return (2004-6): | 18.15% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
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| 1-Year: | 1.59% | | 3-Year: | 0.47% | | 5-Year: | 7.48% | | 10-Year: | 11.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVSBX | Category | Diff | Index* | Diff | | Year To Date | 27.08 | 23.00 | 4.08 | 17.05 | 10.03 | | 1-Month | -4.61 | -3.83 | -0.78 | -1.86 | -2.75 | | 3-Month | 5.28 | 6.04 | -0.76 | 5.48 | -0.2 | | 1-Year | 24.13 | 17.86 | 6.27 | 9.80 | 14.33 | | 3-Year | -1.59 | -6.76 | 5.17 | -7.02 | 5.43 | | 5-Year | 6.36 | 1.68 | 4.68 | 0.33 | 6.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.03 | 55.15 | 0.88 | 45.76 | 10.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.44 | -15.15 | 9.71 | -18.25 | 12.81 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.70 | -36.77 | 9.07 | | 2007 | | | 0.21 | 0.83 | -0.62 | | 2006 | | | 14.06 | 15.87 | -1.81 | | 2005 | | | 14.89 | 8.82 | 6.07 | | 2004 | | | 25.87 | 17.85 | 8.02 | | 2003 | | | 50.73 | 33.85 | 16.88 | | 2002 | | | -15.59 | -13.25 | -2.34 | | 2001 | | | 10.08 | 6.67 | 3.41 | | 2000 | | | 25.50 | 18.45 | 7.05 | | 1999 | | | 20.56 | 8.50 | 12.06 |
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| PAST QUARTERLY RETURNS (%) FOR
SVSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.42 | 24.97 | 16.40 | N/A | | 2008 | -9.54 | 0.16 | 0.12 | -20.30 | | 2007 | 2.22 | 7.32 | -4.59 | -4.26 | | 2006 | 10.91 | -1.91 | -2.11 | 7.10 | | 2005 | -0.40 | 2.59 | 8.26 | 3.86 | | 2004 | 7.43 | 2.41 | -0.25 | 14.69 | | 2003 | -2.54 | 26.95 | 7.28 | 13.55 | | 2002 | 9.75 | -8.21 | -22.64 | 8.32 | | 2001 | 3.12 | 8.86 | -18.81 | 20.79 | | 2000 | 10.65 | -1.09 | 10.56 | 3.72 | | 1999 | N/A | N/A | N/A | 6.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 169 | 424 | 39.86 | | 1-Month | 418 | 445 | 93.93 | | 3-Month | 418 | 440 | 95.00 | | 6-Month | 177 | 433 | 40.88 | | 1-Year | 65 | 419 | 15.51 | | 3-Year | 20 | 339 | 5.90 | | 5-Year | 11 | 249 | 4.42 |
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0.22% Nasdaq 
Performance
