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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.61% | | 5-Year Average Return: | 4.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 6.38% | |
Worst 1-Yr Total Return (2005): | -2.39% | |
Best 3-Yr Total Return (2006-8): | 5.39% | |
Worst 3-Yr Total Return (2004-6): | 2.27% |
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| 1-Year: | 9.40% | | 3-Year: | 5.96% | | 5-Year: | 4.83% | | 10-Year: | 5.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZGBX | Category | Diff | Index* | Diff | | Year To Date | 9.61 | 16.41 | -6.8 | 7.61 | 2 | | 1-Month | 2.07 | 2.04 | 0.03 | 1.29 | 0.78 | | 3-Month | 5.12 | 5.59 | -0.47 | 2.86 | 2.26 | | 1-Year | 15.70 | 24.00 | -8.3 | 11.63 | 4.07 | | 3-Year | 6.90 | 6.78 | 0.12 | 6.40 | 0.5 | | 5-Year | 4.80 | 4.92 | -0.12 | 5.49 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.96 | 18.89 | -3.93 | 7.06 | 7.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.47 | 7.91 | 1.56 | 7.94 | 1.53 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.38 | -1.57 | 7.95 | | 2007 | | | 5.80 | 7.28 | -1.48 | | 2006 | | | 4.00 | 5.42 | -1.42 | | 2005 | | | -2.39 | -3.33 | 0.94 | | 2004 | | | 5.37 | 8.98 | -3.61 | | 2003 | | | 8.17 | 13.79 | -5.62 | | 2002 | | | 12.39 | 14.10 | -1.71 | | 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
SZGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.10 | 5.11 | 7.16 | N/A | | 2008 | 5.40 | -4.04 | -0.86 | 6.08 | | 2007 | 0.66 | -1.61 | 4.37 | 2.37 | | 2006 | -0.22 | 0.89 | 1.92 | 1.36 | | 2005 | -1.50 | 0.38 | -0.22 | -1.05 | | 2004 | 0.99 | -3.19 | 2.38 | 5.27 | | 2003 | 1.92 | 3.25 | 0.27 | 2.51 | | 2002 | -0.43 | 5.95 | 2.88 | 3.56 | | 2001 | N/A | N/A | 3.26 | 0.29 | | 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 | 244 | 275 | 88.73 | | 1-Month | 138 | 300 | 46.00 | | 3-Month | 240 | 290 | 82.76 | | 6-Month | 194 | 286 | 67.83 | | 1-Year | 202 | 263 | 76.81 | | 3-Year | 82 | 189 | 43.39 | | 5-Year | 70 | 163 | 42.94 |
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0.11% Nasdaq 0.00%
0.03 (0.29%) 
Performance
