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| Morningstar Return Rating: | Above average | | Year to Date Return: | 0.90% | | 5-Year Average Return: | 4.37% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.03% | |
Worst 1-Yr Total Return (2009): | 0.43% | |
Best 3-Yr Total Return (2006-8): | 6.45% | |
Worst 3-Yr Total Return (2005-7): | 4.20% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SFITX | Category | Diff | Index* | Diff | | Year To Date | 0.90 | 0.83 | 0.07 | 1.53 | -0.63 | | 1-Month | 0.90 | 0.83 | 0.07 | 1.53 | -0.63 | | 3-Month | 0.67 | 0.69 | -0.02 | 1.23 | -0.56 | | 1-Year | 2.09 | 4.21 | -2.12 | 8.51 | -6.42 | | 3-Year | 5.57 | 4.96 | 0.61 | 6.60 | -1.03 | | 5-Year | 4.37 | 3.96 | 0.41 | 5.16 | -0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.37 | 3.01 | -1.64 | 7.06 | -5.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.18 | 5.23 | -0.05 | 7.94 | -2.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SFITX | Category | Diff | | 2009 | | | 0.43 | 3.29 | -2.86 | | 2008 | | | 8.03 | 4.80 | 3.23 | | 2007 | | | 7.71 | 5.87 | 1.84 | | 2006 | | | 3.66 | 3.67 | -0.01 | | 2005 | | | 1.34 | 1.26 | 0.08 | | 2004 | | | 1.32 | 1.46 | -0.14 | | 2003 | | | 2.01 | 1.45 | 0.56 | | 2002 | | | 8.33 | 6.85 | 1.48 | | 2001 | | | 7.84 | 7.26 | 0.58 | | 2000 | | | 9.48 | 8.30 | 1.18 |
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| PAST QUARTERLY RETURNS (%) FOR
SFITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.11 | -0.61 | 1.18 | -0.03 | | 2008 | 3.21 | -1.57 | 2.03 | 4.22 | | 2007 | 1.58 | 0.32 | 2.86 | 2.75 | | 2006 | 0.08 | 0.51 | 2.20 | 0.83 | | 2005 | -0.64 | 1.63 | -0.24 | 0.59 | | 2004 | 1.71 | -1.78 | 1.43 | -0.01 | | 2003 | 0.70 | 1.36 | 0.11 | -0.16 | | 2002 | -0.33 | 3.24 | 4.39 | 0.85 | | 2001 | 2.77 | 0.54 | 4.33 | 0.04 | | 2000 | 1.62 | 1.79 | 2.37 | 3.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 57 | 165 | 34.55 | | 1-Month | 59 | 165 | 35.76 | | 3-Month | 82 | 162 | 50.62 | | 6-Month | 86 | 161 | 53.42 | | 1-Year | 105 | 158 | 66.46 | | 3-Year | 43 | 150 | 28.67 | | 5-Year | 36 | 144 | 25.00 |
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1.52% Nasdaq 0.00%
0.01 (0.10%) 
Performance
