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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.32% | | 5-Year Average Return: | 4.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.60% | |
Worst 1-Yr Total Return (2008): | -15.96% | |
Best 3-Yr Total Return (2004-6): | 7.52% | |
Worst 3-Yr Total Return (2006-8): | -2.48% |
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| 1-Year: | 7.18% | | 3-Year: | 2.36% | | 5-Year: | 4.64% | | 10-Year: | 6.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDIBX | Category | Diff | Index* | Diff | | Year To Date | 26.32 | 26.40 | -0.08 | 7.61 | 18.71 | | 1-Month | 1.34 | 1.05 | 0.29 | 1.29 | 0.05 | | 3-Month | 5.82 | 5.48 | 0.34 | 2.86 | 2.96 | | 1-Year | 31.27 | 32.78 | -1.51 | 11.63 | 19.64 | | 3-Year | 3.03 | 3.95 | -0.92 | 6.40 | -3.37 | | 5-Year | 4.56 | 4.79 | -0.23 | 5.49 | -0.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.27 | 23.40 | 0.87 | 7.06 | 17.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.41 | 3.93 | -2.52 | 7.94 | -6.53 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -15.96 | -15.41 | -0.55 | | 2007 | | | 2.93 | 4.45 | -1.52 | | 2006 | | | 7.22 | 6.90 | 0.32 | | 2005 | | | 3.87 | 2.12 | 1.75 | | 2004 | | | 11.60 | 8.38 | 3.22 | | 2003 | | | 19.64 | 16.18 | 3.46 | | 2002 | | | 5.36 | 6.76 | -1.40 | | 2001 | | | 5.34 | 4.22 | 1.12 | | 2000 | | | 2.52 | 1.73 | 0.79 | | 1999 | | | 0.82 | 2.89 | -2.07 |
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| PAST QUARTERLY RETURNS (%) FOR
SDIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.84 | 12.00 | 9.54 | N/A | | 2008 | 0.00 | -0.23 | -6.26 | -10.14 | | 2007 | 1.29 | -0.62 | 1.64 | 0.61 | | 2006 | 1.16 | -0.88 | 4.06 | 2.76 | | 2005 | -1.00 | 2.60 | 1.65 | 0.60 | | 2004 | 1.99 | -1.85 | 4.33 | 6.86 | | 2003 | 4.04 | 7.76 | 2.10 | 4.52 | | 2002 | 1.05 | -1.10 | 0.24 | 5.17 | | 2001 | 3.05 | -0.74 | -0.24 | 3.23 | | 2000 | 1.02 | -0.05 | 2.60 | -1.04 | | 1999 | N/A | N/A | N/A | 2.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 126 | 252 | 50.00 | | 1-Month | 128 | 280 | 45.71 | | 3-Month | 149 | 267 | 55.81 | | 6-Month | 146 | 266 | 54.89 | | 1-Year | 96 | 236 | 40.68 | | 3-Year | 96 | 170 | 56.47 | | 5-Year | 72 | 141 | 51.06 |
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0.14% Nasdaq 
0.09%
Performance
