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| Morningstar Return Rating: | | | Year to Date Return: | 14.96% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -23.89% | |
Worst 1-Yr Total Return (2008): | -23.89% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SIBLX | Category | Diff | Index* | Diff | | Year To Date | 14.96 | 18.16 | -3.2 | N/A | N/A | | 1-Month | -0.88 | -1.24 | 0.36 | N/A | N/A | | 3-Month | 4.10 | 4.71 | -0.61 | N/A | N/A | | 1-Year | 10.98 | 15.73 | -4.75 | N/A | N/A | | 3-Year | -1.02 | -2.66 | 1.64 | N/A | N/A | | 5-Year | 3.20 | 2.10 | 1.1 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.57 | 33.32 | -3.75 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.32 | -8.51 | -0.81 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.89 | -28.00 | 4.11 | | 2007 | | | N/A | 5.99 | N/A | | 2006 | | | N/A | 11.29 | N/A | | 2005 | | | N/A | 5.13 | N/A | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.62 | 11.56 | 10.15 | N/A | | 2008 | -4.80 | -0.77 | -6.49 | -13.84 | | 2007 | N/A | N/A | N/A | -1.45 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 859 | 1211 | 70.93 | | 1-Month | 163 | 1258 | 12.96 | | 3-Month | 514 | 1256 | 40.92 | | 6-Month | 1073 | 1220 | 87.95 | | 1-Year | 728 | 1204 | 60.47 | | 3-Year | | 950 | N/A | | 5-Year | | 796 | N/A |
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