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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.97% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.35% | |
Worst 1-Yr Total Return (2005): | 0.85% | |
Best 3-Yr Total Return (2006-8): | 3.88% | |
Worst 3-Yr Total Return (2004-6): | 1.80% |
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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 | SIBPX | Category | Diff | Index* | Diff | | Year To Date | 6.97 | 14.86 | -7.89 | 7.61 | -0.64 | | 1-Month | 1.12 | 1.13 | -0.01 | 1.29 | -0.17 | | 3-Month | 2.83 | 3.76 | -0.93 | 2.86 | -0.03 | | 1-Year | 9.92 | 18.84 | -8.92 | 11.63 | -1.71 | | 3-Year | 5.24 | 4.58 | 0.66 | 6.40 | -1.16 | | 5-Year | 3.99 | 4.20 | -0.21 | 5.49 | -1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.89 | 13.91 | -7.02 | 7.06 | -0.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.37 | 6.57 | -1.2 | 7.94 | -2.57 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIBPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.09 | -4.70 | 7.79 | | 2007 | | | 6.35 | 4.70 | 1.65 | | 2006 | | | 2.25 | 4.15 | -1.90 | | 2005 | | | 0.85 | 1.80 | -0.95 | | 2004 | | | 2.31 | 3.91 | -1.60 | | 2003 | | | 2.86 | 5.10 | -2.24 | | 2002 | | | 8.34 | 8.04 | 0.30 | | 2001 | | | 7.42 | 7.64 | -0.22 | | 2000 | | | 9.91 | 9.44 | 0.47 | | 1999 | | | -0.08 | -1.35 | 1.27 |
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| PAST QUARTERLY RETURNS (%) FOR
SIBPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.03 | 2.62 | 3.48 | N/A | | 2008 | 2.27 | -1.16 | -1.16 | 3.19 | | 2007 | 1.33 | -0.47 | 2.58 | 2.79 | | 2006 | -0.72 | -0.12 | 2.62 | 0.49 | | 2005 | -0.76 | 1.83 | -0.42 | 0.21 | | 2004 | 1.48 | -1.79 | 2.17 | 0.47 | | 2003 | 1.20 | 1.61 | 0.03 | 0.00 | | 2002 | -0.38 | 3.71 | 4.44 | 0.41 | | 2001 | 2.64 | 0.35 | 4.40 | -0.10 | | 2000 | 1.75 | 1.56 | 2.61 | 3.66 | | 1999 | N/A | N/A | N/A | -0.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1024 | 1126 | 90.94 | | 1-Month | 595 | 1168 | 50.94 | | 3-Month | 833 | 1158 | 71.93 | | 6-Month | 1048 | 1140 | 91.93 | | 1-Year | 892 | 1120 | 79.64 | | 3-Year | 420 | 970 | 43.30 | | 5-Year | 464 | 854 | 54.33 |
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0.02% Nasdaq 0.00%
0.01 (0.10%) 
Performance
