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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.01% | | 5-Year Average Return: | 1.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.06% | |
Worst 1-Yr Total Return (2008): | -32.46% | |
Best 3-Yr Total Return (2004-6): | 6.58% | |
Worst 3-Yr Total Return (2006-8): | -9.06% |
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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 | USBSX | Category | Diff | Index* | Diff | | Year To Date | 31.01 | 18.16 | 12.85 | N/A | N/A | | 1-Month | 1.54 | -1.24 | 2.78 | N/A | N/A | | 3-Month | 11.06 | 4.71 | 6.35 | N/A | N/A | | 1-Year | 24.56 | 15.73 | 8.83 | N/A | N/A | | 3-Year | -2.11 | -2.66 | 0.55 | N/A | N/A | | 5-Year | 1.69 | 2.10 | -0.41 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.27 | 33.32 | 15.95 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.63 | -8.51 | -1.12 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.46 | -28.00 | -4.46 | | 2007 | | | 3.70 | 5.99 | -2.29 | | 2006 | | | 7.37 | 11.29 | -3.92 | | 2005 | | | 4.35 | 5.13 | -0.78 | | 2004 | | | 8.06 | 8.86 | -0.80 | | 2003 | | | 19.39 | 20.35 | -0.96 | | 2002 | | | -10.11 | -12.02 | 1.91 | | 2001 | | | 10.96 | -5.05 | 16.01 | | 2000 | | | -4.50 | 1.82 | -6.32 | | 1999 | | | 18.90 | 10.71 | 8.19 |
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| PAST QUARTERLY RETURNS (%) FOR
USBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.12 | 22.93 | 15.49 | N/A | | 2008 | -6.04 | -1.17 | -9.91 | -19.27 | | 2007 | 1.69 | 3.28 | 1.00 | -2.24 | | 2006 | 1.79 | -1.92 | 3.17 | 4.23 | | 2005 | -1.54 | 2.22 | 2.78 | 0.87 | | 2004 | 1.68 | 0.80 | -1.19 | 6.70 | | 2003 | -1.93 | 10.69 | 1.88 | 7.95 | | 2002 | 0.00 | -6.42 | -8.20 | 4.64 | | 2001 | 3.16 | 5.75 | -6.99 | 9.35 | | 2000 | 2.62 | -2.44 | -0.79 | -3.85 | | 1999 | N/A | N/A | N/A | 11.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 1211 | 2.97 | | 1-Month | 62 | 1258 | 4.93 | | 3-Month | 12 | 1256 | 0.96 | | 6-Month | 12 | 1220 | 0.98 | | 1-Year | 77 | 1204 | 6.40 | | 3-Year | 378 | 950 | 39.79 | | 5-Year | 433 | 796 | 54.40 |
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1.00% Nasdaq 0.00%
Performance
