|
| Morningstar Return Rating: | Average | | Year to Date Return: | 10.52% | | 5-Year Average Return: | 3.82% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.42% | |
Worst 1-Yr Total Return (2008): | -0.78% | |
Best 3-Yr Total Return (2005-7): | 3.16% | |
Worst 3-Yr Total Return (2006-8): | 2.53% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBIFX | Category | Diff | Index* | Diff | | Year To Date | 10.52 | 13.54 | -3.02 | 6.24 | 4.28 | | 1-Month | 0.15 | 0.89 | -0.74 | 0.49 | -0.34 | | 3-Month | 4.01 | 4.14 | -0.13 | 2.60 | 1.41 | | 1-Year | 20.56 | 17.86 | 2.7 | 13.79 | 6.77 | | 3-Year | 4.92 | 4.54 | 0.38 | 6.35 | -1.43 | | 5-Year | 3.82 | 3.85 | -0.03 | 5.05 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.69 | 13.81 | -3.12 | 7.06 | 3.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.45 | 6.49 | 0.96 | 7.94 | -0.49 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.78 | -4.70 | 3.92 | | 2007 | | | 5.42 | 4.70 | 0.72 | | 2006 | | | 3.03 | 4.15 | -1.12 | | 2005 | | | 1.07 | 1.80 | -0.73 | | 2004 | | | 4.51 | 3.91 | 0.60 | | 2003 | | | 3.75 | 5.10 | -1.35 | | 2002 | | | 13.60 | 8.04 | 5.56 | | 2001 | | | 9.34 | 7.64 | 1.70 | | 2000 | | | 9.25 | 9.44 | -0.19 | | 1999 | | | -3.82 | -1.35 | -2.47 |
|
| PAST QUARTERLY RETURNS (%) FOR
SBIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.80 | 3.91 | 5.35 | N/A | | 2008 | 0.91 | -0.93 | -2.22 | 1.49 | | 2007 | 0.92 | -0.50 | 1.82 | 3.10 | | 2006 | -0.87 | -0.51 | 3.49 | 0.95 | | 2005 | -0.92 | 2.83 | -0.93 | 0.13 | | 2004 | 3.50 | -3.57 | 3.76 | 0.92 | | 2003 | 1.72 | 4.88 | -2.15 | -0.62 | | 2002 | -0.15 | 5.35 | 5.92 | 1.94 | | 2001 | 3.34 | 0.63 | 4.97 | 0.16 | | 2000 | 1.56 | 0.02 | 3.22 | 4.20 | | 1999 | N/A | N/A | N/A | -0.55 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 751 | 1122 | 66.93 | | 1-Month | 1117 | 1164 | 95.96 | | 3-Month | 657 | 1154 | 56.93 | | 6-Month | 623 | 1133 | 54.99 | | 1-Year | 281 | 1113 | 25.25 | | 3-Year | 477 | 957 | 49.84 | | 5-Year | 435 | 845 | 51.48 |
|
|
|
|
|
0.22% Nasdaq 
0.03 (0.61%) 
Performance
