|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 34.60% | | 5-Year Average Return: | 2.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.04% | |
Worst 1-Yr Total Return (2008): | -46.91% | |
Best 3-Yr Total Return (2004-6): | 16.11% | |
Worst 3-Yr Total Return (2006-8): | -11.17% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFIIX | Category | Diff | Index* | Diff | | Year To Date | 34.60 | 29.35 | 5.25 | 29.91 | 4.69 | | 1-Month | 5.47 | 3.83 | 1.64 | 2.00 | 3.47 | | 3-Month | 8.30 | 6.09 | 2.21 | 4.58 | 3.72 | | 1-Year | 44.84 | 38.30 | 6.54 | 37.72 | 7.12 | | 3-Year | -6.71 | -5.68 | -1.03 | -5.52 | -1.19 | | 5-Year | 2.67 | 4.12 | -1.45 | 4.13 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.26 | 57.56 | 2.7 | 59.35 | 0.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.26 | -15.07 | -3.19 | -14.95 | -3.31 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.91 | -43.99 | -2.92 | | 2007 | | | 10.91 | 12.71 | -1.80 | | 2006 | | | 19.04 | 24.77 | -5.73 | | 2005 | | | 16.57 | 14.72 | 1.85 | | 2004 | | | 12.78 | 17.39 | -4.61 | | 2003 | | | 34.56 | 33.58 | 0.98 | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SFIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.14 | 25.39 | 19.42 | N/A | | 2008 | -8.74 | -2.22 | -22.13 | -23.58 | | 2007 | 3.53 | 6.35 | 2.33 | -1.55 | | 2006 | 7.30 | -1.05 | 3.53 | 8.30 | | 2005 | -1.07 | -1.09 | 10.98 | 7.35 | | 2004 | 2.75 | -1.28 | -1.42 | 12.78 | | 2003 | -8.90 | 17.98 | 8.14 | 15.78 | | 2002 | N/A | -3.75 | -20.81 | 8.80 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 189 | 824 | 22.94 | | 1-Month | 304 | 847 | 35.89 | | 3-Month | 168 | 844 | 19.91 | | 6-Month | 327 | 839 | 38.97 | | 1-Year | 145 | 817 | 17.75 | | 3-Year | 333 | 612 | 54.41 | | 5-Year | 278 | 462 | 60.17 |
|
|
|
|
|
0.26% Nasdaq 0.00%
Performance
