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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.09% | | 5-Year Average Return: | -4.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.40% | |
Worst 1-Yr Total Return (2008): | -44.53% | |
Best 3-Yr Total Return (2004-6): | 8.25% | |
Worst 3-Yr Total Return (2006-8): | -15.50% |
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| 1-Year: | -23.61% | | 3-Year: | -12.96% | | 5-Year: | -4.95% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | XSFBX | Category | Diff | Index* | Diff | | Year To Date | 21.09 | 38.44 | -17.35 | 7.61 | 13.48 | | 1-Month | 0.59 | 0.16 | 0.43 | 1.29 | -0.7 | | 3-Month | 7.72 | 3.72 | 4 | 2.86 | 4.86 | | 1-Year | 13.36 | 33.19 | -19.83 | 11.63 | 1.73 | | 3-Year | -12.56 | -1.51 | -11.05 | 6.40 | -18.96 | | 5-Year | -4.69 | 1.14 | -5.83 | 5.49 | -10.18 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.04 | 27.31 | -13.27 | 7.06 | 6.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.87 | -4.33 | -26.54 | 7.94 | -38.81 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | XSFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.53 | -29.72 | -14.81 | | 2007 | | | -1.49 | 1.09 | -2.58 | | 2006 | | | 10.40 | 6.57 | 3.83 | | 2005 | | | 7.32 | 4.58 | 2.74 | | 2004 | | | 7.05 | 5.12 | 1.93 | | 2003 | | | 21.31 | 10.43 | 10.88 | | 2002 | | | -1.32 | 0.84 | -2.16 | | 2001 | | | 2.36 | 1.64 | 0.72 | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
XSFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.56 | 6.88 | 11.89 | N/A | | 2008 | -9.78 | 2.26 | -9.12 | -33.85 | | 2007 | 2.56 | 1.57 | -2.74 | -2.77 | | 2006 | 2.88 | 2.11 | 2.00 | 3.03 | | 2005 | 1.67 | 0.81 | 3.20 | 1.47 | | 2004 | 2.92 | 1.47 | 1.05 | 1.44 | | 2003 | 2.90 | 8.88 | 3.03 | 5.09 | | 2002 | 2.74 | -0.42 | -6.48 | 3.13 | | 2001 | 1.05 | 0.18 | 0.78 | 0.34 | | 2000 | N/A | 2.48 | 2.57 | 1.78 | | 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 | 127 | 134 | 94.78 | | 1-Month | 132 | 134 | 98.51 | | 3-Month | 32 | 134 | 23.88 | | 6-Month | 29 | 134 | 21.64 | | 1-Year | 104 | 134 | 77.61 | | 3-Year | 71 | 88 | 80.68 | | 5-Year | 50 | 63 | 79.37 |
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0.20% Nasdaq 
Performance
