|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.92% | | 5-Year Average Return: | -2.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.11% | |
Worst 1-Yr Total Return (2008): | -34.97% | |
Best 3-Yr Total Return (2004-6): | 6.77% | |
Worst 3-Yr Total Return (2006-8): | -10.79% |
|
| 1-Year: | -17.13% | | 3-Year: | -8.79% | | 5-Year: | -2.74% | | 10-Year: | 1.41% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | XLSBX | Category | Diff | Index* | Diff | | Year To Date | 17.92 | 38.44 | -20.52 | 7.61 | 10.31 | | 1-Month | 1.07 | 0.16 | 0.91 | 1.29 | -0.22 | | 3-Month | 6.37 | 3.72 | 2.65 | 2.86 | 3.51 | | 1-Year | 13.46 | 33.19 | -19.73 | 11.63 | 1.83 | | 3-Year | -8.20 | -1.51 | -6.69 | 6.40 | -14.6 | | 5-Year | -2.36 | 1.14 | -3.5 | 5.49 | -7.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.90 | 27.31 | -16.41 | 7.06 | 3.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.29 | -4.33 | -17.96 | 7.94 | -30.23 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | XLSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.97 | -29.72 | -5.25 | | 2007 | | | 0.07 | 1.09 | -1.02 | | 2006 | | | 9.11 | 6.57 | 2.54 | | 2005 | | | 5.58 | 4.58 | 1.00 | | 2004 | | | 5.67 | 5.12 | 0.55 | | 2003 | | | 15.15 | 10.43 | 4.72 | | 2002 | | | -0.98 | 0.84 | -1.82 | | 2001 | | | 1.63 | 1.64 | -0.01 | | 2000 | | | 6.95 | 5.52 | 1.43 | | 1999 | | | N/A | 5.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
XLSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.38 | 4.94 | 8.41 | N/A | | 2008 | -7.21 | 1.24 | -6.52 | -25.95 | | 2007 | 2.66 | 1.48 | -1.76 | -2.23 | | 2006 | 2.44 | 1.81 | 1.81 | 2.75 | | 2005 | 1.31 | 0.82 | 2.19 | 1.15 | | 2004 | 2.47 | 1.00 | 0.70 | 1.39 | | 2003 | 2.20 | 6.11 | 2.35 | 3.74 | | 2002 | 1.60 | 0.06 | -4.62 | 2.12 | | 2001 | 0.57 | 0.05 | 0.95 | 0.05 | | 2000 | 1.48 | 2.34 | 1.84 | 1.12 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 132 | 134 | 98.51 | | 1-Month | 124 | 134 | 92.54 | | 3-Month | 57 | 134 | 42.54 | | 6-Month | 49 | 134 | 36.57 | | 1-Year | 108 | 134 | 80.60 | | 3-Year | 67 | 88 | 76.14 | | 5-Year | 46 | 63 | 73.02 |
|
|
|
|
|
0.51% Nasdaq 
Performance
