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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.47% | | 5-Year Average Return: | -4.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 10.78% | |
Worst 1-Yr Total Return (2008): | -44.33% | |
Best 3-Yr Total Return (2004-6): | 8.62% | |
Worst 3-Yr Total Return (2006-8): | -15.21% |
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| 1-Year: | -23.82% | | 3-Year: | -13.25% | | 5-Year: | -5.17% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | XSFRX | Category | Diff | Index* | Diff | | Year To Date | 21.47 | 38.44 | -16.97 | 7.61 | 13.86 | | 1-Month | 0.62 | 0.16 | 0.46 | 1.29 | -0.67 | | 3-Month | 7.81 | 3.72 | 4.09 | 2.86 | 4.95 | | 1-Year | 13.75 | 33.19 | -19.44 | 11.63 | 2.12 | | 3-Year | -12.26 | -1.51 | -10.75 | 6.40 | -18.66 | | 5-Year | -4.35 | 1.14 | -5.49 | 5.49 | -9.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.27 | 27.31 | -13.04 | 7.06 | 7.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.62 | -4.33 | -26.29 | 7.94 | -38.56 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | XSFRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.33 | -29.72 | -14.61 | | 2007 | | | -1.14 | 1.09 | -2.23 | | 2006 | | | 10.78 | 6.57 | 4.21 | | 2005 | | | 7.70 | 4.58 | 3.12 | | 2004 | | | 7.42 | 5.12 | 2.30 | | 2003 | | | 21.73 | 10.43 | 11.30 | | 2002 | | | -0.98 | 0.84 | -1.82 | | 2001 | | | 2.55 | 1.64 | 0.91 | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
XSFRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.47 | 6.97 | 11.99 | N/A | | 2008 | -9.70 | 2.35 | -9.04 | -33.78 | | 2007 | 2.65 | 1.66 | -2.65 | -2.68 | | 2006 | 2.97 | 2.19 | 2.09 | 3.12 | | 2005 | 1.75 | 0.90 | 3.29 | 1.56 | | 2004 | 3.01 | 1.56 | 1.14 | 1.53 | | 2003 | 2.99 | 8.98 | 3.12 | 5.18 | | 2002 | 2.83 | -0.33 | -6.39 | 3.21 | | 2001 | 1.14 | 0.18 | 0.78 | 0.43 | | 2000 | N/A | 2.65 | 2.65 | 1.87 | | 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 | 124 | 134 | 92.54 | | 1-Month | 129 | 134 | 96.27 | | 3-Month | 33 | 134 | 24.63 | | 6-Month | 28 | 134 | 20.90 | | 1-Year | 101 | 134 | 75.37 | | 3-Year | 68 | 88 | 77.27 | | 5-Year | 48 | 63 | 76.19 |
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0.63% Nasdaq 
0.03%
Performance
