|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 13.33% | | 5-Year Average Return: | 4.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.77% | |
Worst 1-Yr Total Return (2008): | -2.56% | |
Best 3-Yr Total Return (2005-7): | 4.25% | |
Worst 3-Yr Total Return (2006-8): | 2.57% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USSBX | Category | Diff | Index* | Diff | | Year To Date | 13.33 | 9.09 | 4.24 | 6.24 | 7.09 | | 1-Month | 0.66 | 0.68 | -0.02 | 0.49 | 0.17 | | 3-Month | 2.92 | 2.53 | 0.39 | 2.60 | 0.32 | | 1-Year | 13.03 | 9.59 | 3.44 | 13.79 | -0.76 | | 3-Year | 5.54 | 3.61 | 1.93 | 6.35 | -0.81 | | 5-Year | 4.61 | 3.21 | 1.4 | 5.05 | -0.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.93 | 7.68 | 3.25 | 7.06 | 3.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.19 | 4.17 | 3.02 | 7.94 | -0.75 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.56 | -4.23 | 1.67 | | 2007 | | | 5.77 | 4.29 | 1.48 | | 2006 | | | 4.71 | 4.05 | 0.66 | | 2005 | | | 2.29 | 1.45 | 0.84 | | 2004 | | | 1.88 | 1.63 | 0.25 | | 2003 | | | 4.23 | 2.54 | 1.69 | | 2002 | | | -0.12 | 5.47 | -5.59 | | 2001 | | | 4.89 | 7.27 | -2.38 | | 2000 | | | 7.11 | 7.59 | -0.48 | | 1999 | | | 3.91 | 2.21 | 1.70 |
|
| PAST QUARTERLY RETURNS (%) FOR
USSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.88 | 5.12 | 4.10 | N/A | | 2008 | 0.57 | 0.46 | -0.75 | -2.83 | | 2007 | 1.55 | 0.49 | 1.74 | 1.88 | | 2006 | 0.64 | 0.75 | 2.12 | 1.12 | | 2005 | 0.04 | 1.03 | 0.59 | 0.63 | | 2004 | 1.32 | -0.98 | 1.16 | 0.37 | | 2003 | 1.18 | 2.34 | 0.35 | 0.30 | | 2002 | 0.02 | -0.30 | -0.19 | 0.35 | | 2001 | 3.08 | 1.66 | 3.30 | -3.11 | | 2000 | 2.06 | 1.60 | 1.27 | 2.00 | | 1999 | N/A | N/A | N/A | 0.88 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 50 | 419 | 11.93 | | 1-Month | 95 | 435 | 21.84 | | 3-Month | 69 | 434 | 15.90 | | 6-Month | 109 | 420 | 25.95 | | 1-Year | 59 | 419 | 14.08 | | 3-Year | 48 | 360 | 13.33 | | 5-Year | 21 | 305 | 6.89 |
|
|
|
|
|
0.11% Nasdaq 
0.01 (0.11%) 
Performance
