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| Morningstar Return Rating: | Low | | Year to Date Return: | 10.17% | | 5-Year Average Return: | 0.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 2.87% | |
Worst 1-Yr Total Return (2008): | -11.86% | |
Best 3-Yr Total Return (2004-6): | 2.09% | |
Worst 3-Yr Total Return (2006-8): | -2.67% |
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| 1-Year: | 0.40% | | 3-Year: | -0.43% | | 5-Year: | 0.40% | | 10-Year: | 2.80% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SDICX | Category | Diff | Index* | Diff | | Year To Date | 10.17 | 13.54 | -3.37 | 6.24 | 3.93 | | 1-Month | 1.17 | 0.89 | 0.28 | 0.49 | 0.68 | | 3-Month | 3.90 | 4.14 | -0.24 | 2.60 | 1.3 | | 1-Year | 8.78 | 17.86 | -9.08 | 13.79 | -5.01 | | 3-Year | -0.22 | 4.54 | -4.76 | 6.35 | -6.57 | | 5-Year | 0.49 | 3.85 | -3.36 | 5.05 | -4.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.45 | 13.81 | -5.36 | 7.06 | 1.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.63 | 6.49 | -8.12 | 7.94 | -9.57 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SDICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.86 | -4.70 | -7.16 | | 2007 | | | 1.68 | 4.70 | -3.02 | | 2006 | | | 2.87 | 4.15 | -1.28 | | 2005 | | | 0.79 | 1.80 | -1.01 | | 2004 | | | 2.61 | 3.91 | -1.30 | | 2003 | | | 1.98 | 5.10 | -3.12 | | 2002 | | | 8.30 | 8.04 | 0.26 | | 2001 | | | 6.30 | 7.64 | -1.34 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SDICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.21 | 4.28 | 4.21 | N/A | | 2008 | -1.97 | 0.04 | -3.47 | -6.90 | | 2007 | 1.19 | -1.01 | 1.01 | 0.49 | | 2006 | -0.94 | -0.35 | 3.04 | 1.14 | | 2005 | -0.66 | 2.32 | -0.87 | 0.02 | | 2004 | 2.37 | -3.06 | 2.58 | 0.81 | | 2003 | 0.95 | 2.37 | -1.07 | -0.25 | | 2002 | -0.18 | 3.09 | 4.04 | 1.16 | | 2001 | 2.49 | 0.09 | 3.78 | -0.15 | | 2000 | N/A | N/A | 2.59 | 3.74 | | 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 | 751 | 1122 | 66.93 | | 1-Month | 710 | 1164 | 61.00 | | 3-Month | 796 | 1154 | 68.98 | | 6-Month | 793 | 1133 | 69.99 | | 1-Year | 884 | 1113 | 79.42 | | 3-Year | 736 | 957 | 76.91 | | 5-Year | 665 | 845 | 78.70 |
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0.18% Nasdaq 0.00%
Performance
