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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.50% | | 5-Year Average Return: | 5.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 7.08% | |
Worst 1-Yr Total Return (2005): | -1.65% | |
Best 3-Yr Total Return (2006-8): | 6.20% | |
Worst 3-Yr Total Return (2004-6): | 3.13% |
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| 1-Year: | 9.24% | | 3-Year: | 6.03% | | 5-Year: | 5.01% | | 10-Year: | 5.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZGAX | Category | Diff | Index* | Diff | | Year To Date | 10.50 | 16.41 | -5.91 | 7.61 | 2.89 | | 1-Month | 2.23 | 2.04 | 0.19 | 1.29 | 0.94 | | 3-Month | 5.43 | 5.59 | -0.16 | 2.86 | 2.57 | | 1-Year | 16.72 | 24.00 | -7.28 | 11.63 | 5.09 | | 3-Year | 7.73 | 6.78 | 0.95 | 6.40 | 1.33 | | 5-Year | 5.63 | 4.92 | 0.71 | 5.49 | 0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.61 | 18.89 | -3.28 | 7.06 | 8.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.20 | 7.91 | 2.29 | 7.94 | 2.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.08 | -1.57 | 8.65 | | 2007 | | | 6.64 | 7.28 | -0.64 | | 2006 | | | 4.89 | 5.42 | -0.53 | | 2005 | | | -1.65 | -3.33 | 1.68 | | 2004 | | | 6.34 | 8.98 | -2.64 | | 2003 | | | 9.05 | 13.79 | -4.74 | | 2002 | | | 13.31 | 14.10 | -0.79 | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SZGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.93 | 5.31 | 7.48 | N/A | | 2008 | 5.50 | -3.77 | -0.77 | 6.29 | | 2007 | 0.86 | -1.52 | 4.68 | 2.56 | | 2006 | -0.01 | 1.11 | 2.14 | 1.58 | | 2005 | -1.39 | 0.59 | -0.01 | -0.84 | | 2004 | 1.20 | -2.99 | 2.69 | 5.49 | | 2003 | 2.13 | 3.46 | 0.47 | 2.72 | | 2002 | -0.23 | 6.05 | 3.20 | 3.77 | | 2001 | N/A | N/A | 3.47 | 0.50 | | 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 | 217 | 275 | 78.91 | | 1-Month | 117 | 300 | 39.00 | | 3-Month | 205 | 290 | 70.69 | | 6-Month | 165 | 286 | 57.69 | | 1-Year | 183 | 263 | 69.58 | | 3-Year | 48 | 189 | 25.40 | | 5-Year | 28 | 163 | 17.18 |
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0.26% Nasdaq 0.00%
0.01 (0.10%) 
Performance
