|
| Morningstar Return Rating: | Average | | Year to Date Return: | 14.85% | | 5-Year Average Return: | -0.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.49% | |
Worst 1-Yr Total Return (2008): | -36.05% | |
Best 3-Yr Total Return (2004-6): | 10.27% | |
Worst 3-Yr Total Return (2006-8): | -8.55% |
|
| 1-Year: | -11.52% | | 3-Year: | -7.17% | | 5-Year: | 0.23% | | 10-Year: | 1.92% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SBINX | Category | Diff | Index* | Diff | | Year To Date | 14.85 | 15.79 | -0.94 | 17.05 | -2.2 | | 1-Month | -1.61 | -2.21 | 0.6 | -1.86 | 0.25 | | 3-Month | 5.77 | 5.62 | 0.15 | 5.48 | 0.29 | | 1-Year | 5.58 | 9.52 | -3.94 | 9.80 | -4.22 | | 3-Year | -7.91 | -8.36 | 0.45 | -7.02 | -0.89 | | 5-Year | -0.16 | 0.18 | -0.34 | 0.33 | -0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.76 | 46.84 | -4.08 | 45.76 | -3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.64 | -16.40 | -0.24 | -18.25 | 1.61 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SBINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.05 | -37.09 | 1.04 | | 2007 | | | 2.67 | 1.42 | 1.25 | | 2006 | | | 16.49 | 18.15 | -1.66 | | 2005 | | | 5.16 | 5.95 | -0.79 | | 2004 | | | 9.46 | 12.97 | -3.51 | | 2003 | | | 30.52 | 28.44 | 2.08 | | 2002 | | | -22.52 | -18.69 | -3.83 | | 2001 | | | -5.28 | -4.99 | -0.29 | | 2000 | | | 14.15 | 7.87 | 6.28 | | 1999 | | | 10.57 | 6.72 | 3.85 |
|
| PAST QUARTERLY RETURNS (%) FOR
SBINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.27 | 15.82 | 14.89 | N/A | | 2008 | -10.71 | -3.21 | -7.19 | -20.27 | | 2007 | 0.58 | 5.70 | -0.06 | -3.36 | | 2006 | 4.65 | -0.48 | 4.47 | 7.07 | | 2005 | -2.27 | 1.56 | 3.86 | 2.01 | | 2004 | 2.48 | 0.42 | -2.03 | 8.58 | | 2003 | -4.73 | 19.49 | 1.40 | 13.06 | | 2002 | 0.54 | -13.20 | -20.39 | 11.53 | | 2001 | -3.50 | 2.37 | -13.02 | 10.24 | | 2000 | 4.54 | 4.00 | 3.76 | 1.18 | | 1999 | N/A | N/A | N/A | 7.59 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 654 | 1335 | 48.99 | | 1-Month | 262 | 1379 | 19.00 | | 3-Month | 574 | 1368 | 41.96 | | 6-Month | 444 | 1346 | 32.99 | | 1-Year | 672 | 1318 | 50.99 | | 3-Year | 397 | 1124 | 35.32 | | 5-Year | 443 | 934 | 47.43 |
|
|
|
|
|
0.22% Nasdaq 
Performance
