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| Morningstar Return Rating: | | | Year to Date Return: | 6.86% | | 5-Year Average Return: | 5.74% | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.45% | |
Worst 1-Yr Total Return (2008): | 7.45% | |
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 | SIBWX | Category | Diff | Index* | Diff | | Year To Date | 6.86 | 5.18 | 1.68 | 6.24 | 0.62 | | 1-Month | 0.26 | 0.57 | -0.31 | 0.49 | -0.23 | | 3-Month | 2.09 | 2.42 | -0.33 | 2.60 | -0.51 | | 1-Year | 11.41 | 10.54 | 0.87 | 13.79 | -2.38 | | 3-Year | 7.53 | 5.52 | 2.01 | 6.35 | 1.18 | | 5-Year | 5.74 | 4.28 | 1.46 | 5.05 | 0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.82 | 4.85 | -0.03 | 7.06 | -2.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.96 | 7.28 | 2.68 | 7.94 | 2.02 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIBWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.45 | 4.76 | 2.69 | | 2007 | | | N/A | 6.09 | N/A | | 2006 | | | N/A | 3.47 | N/A | | 2005 | | | N/A | 1.91 | N/A | | 2004 | | | N/A | 3.01 | N/A | | 2003 | | | N/A | 1.90 | N/A | | 2002 | | | N/A | 9.23 | N/A | | 2001 | | | N/A | 6.81 | N/A | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIBWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.68 | 1.13 | 2.64 | N/A | | 2008 | 2.78 | -0.51 | 1.70 | 3.33 | | 2007 | N/A | N/A | 3.35 | 3.41 | | 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 | 102 | 367 | 27.79 | | 1-Month | 280 | 374 | 74.87 | | 3-Month | 104 | 374 | 27.81 | | 6-Month | 171 | 373 | 45.84 | | 1-Year | 73 | 357 | 20.45 | | 3-Year | | 345 | N/A | | 5-Year | | 318 | N/A |
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