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| Morningstar Return Rating: | | | Year to Date Return: | 19.42% | | 5-Year Average Return: | 1.15% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -37.26% | |
Worst 1-Yr Total Return (2008): | -37.26% | |
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 | SICGX | Category | Diff | Index* | Diff | | Year To Date | 19.42 | 24.15 | -4.73 | 17.05 | 2.37 | | 1-Month | -0.94 | -2.25 | 1.31 | -1.86 | 0.92 | | 3-Month | 5.73 | 4.52 | 1.21 | 5.48 | 0.25 | | 1-Year | 16.54 | 15.35 | 1.19 | 9.80 | 6.74 | | 3-Year | -3.83 | -4.95 | 1.12 | -7.02 | 3.19 | | 5-Year | 1.15 | 0.99 | 0.16 | 0.33 | 0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.73 | 42.81 | -4.08 | 45.76 | -7.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.76 | -17.14 | -2.62 | -18.25 | -1.51 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SICGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.26 | -40.67 | 3.41 | | 2007 | | | N/A | 13.35 | N/A | | 2006 | | | N/A | 7.05 | N/A | | 2005 | | | N/A | 6.71 | N/A | | 2004 | | | N/A | 7.81 | N/A | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SICGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.83 | 12.89 | 13.39 | N/A | | 2008 | -7.32 | 2.07 | -17.41 | -19.69 | | 2007 | N/A | N/A | N/A | -1.23 | | 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 | 1243 | 1802 | 68.98 | | 1-Month | 170 | 1890 | 8.99 | | 3-Month | 301 | 1884 | 15.98 | | 6-Month | 913 | 1827 | 49.97 | | 1-Year | 765 | 1797 | 42.57 | | 3-Year | | 1518 | N/A | | 5-Year | | 1251 | N/A |
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