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| Morningstar Return Rating: | High | | Year to Date Return: | 21.62% | | 5-Year Average Return: | 8.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.78% | |
Worst 1-Yr Total Return (2008): | -20.87% | |
Best 3-Yr Total Return (2004-6): | 18.20% | |
Worst 3-Yr Total Return (2006-8): | 1.74% |
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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 | SGIIX | Category | Diff | Index* | Diff | | Year To Date | 21.62 | 23.53 | -1.91 | N/A | N/A | | 1-Month | 3.34 | 3.25 | 0.09 | N/A | N/A | | 3-Month | 5.76 | 6.12 | -0.36 | N/A | N/A | | 1-Year | 27.05 | 29.33 | -2.28 | N/A | N/A | | 3-Year | 2.53 | -0.02 | 2.55 | N/A | N/A | | 5-Year | 8.67 | 5.42 | 3.25 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.02 | 31.76 | 5.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.20 | -4.11 | 0.91 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SGIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.87 | -28.98 | 8.11 | | 2007 | | | 10.19 | 11.39 | -1.20 | | 2006 | | | 20.78 | 16.61 | 4.17 | | 2005 | | | 15.22 | 6.56 | 8.66 | | 2004 | | | 18.66 | 15.24 | 3.42 | | 2003 | | | 38.03 | 25.32 | 12.71 | | 2002 | | | 10.51 | -2.16 | 12.67 | | 2001 | | | 10.45 | -3.23 | 13.68 | | 2000 | | | 9.98 | 0.23 | 9.75 | | 1999 | | | 19.84 | 21.83 | -1.99 |
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| PAST QUARTERLY RETURNS (%) FOR
SGIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.22 | 14.56 | 14.64 | N/A | | 2008 | -1.55 | -1.56 | -8.66 | -10.61 | | 2007 | 2.44 | 4.55 | 1.42 | 1.44 | | 2006 | 7.83 | 1.36 | 2.69 | 7.60 | | 2005 | 2.65 | 0.05 | 8.27 | 3.62 | | 2004 | 5.52 | -0.34 | 2.62 | 9.95 | | 2003 | -2.05 | 15.85 | 8.49 | 12.12 | | 2002 | 8.53 | 1.39 | -8.14 | 9.31 | | 2001 | 1.84 | 6.17 | -7.60 | 10.55 | | 2000 | 1.70 | 0.80 | 2.97 | 4.19 | | 1999 | N/A | N/A | N/A | 6.97 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 119 | 260 | 45.77 | | 1-Month | 3 | 307 | 0.98 | | 3-Month | 103 | 305 | 33.77 | | 6-Month | 165 | 296 | 55.74 | | 1-Year | 111 | 234 | 47.44 | | 3-Year | 20 | 130 | 15.38 | | 5-Year | 10 | 86 | 11.63 |
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