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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.85% | | 5-Year Average Return: | 3.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.60% | |
Worst 1-Yr Total Return (2008): | -3.61% | |
Best 3-Yr Total Return (2005-7): | 3.60% | |
Worst 3-Yr Total Return (2006-8): | 1.60% |
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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 | SICYX | Category | Diff | Index* | Diff | | Year To Date | 10.85 | 10.09 | 0.76 | 12.53 | -1.68 | | 1-Month | 0.68 | 0.76 | -0.08 | 0.83 | -0.15 | | 3-Month | 2.00 | 1.98 | 0.02 | 2.25 | -0.25 | | 1-Year | 10.29 | 9.79 | 0.5 | 14.17 | -3.88 | | 3-Year | 3.55 | 2.91 | 0.64 | 4.17 | -0.62 | | 5-Year | 3.64 | 3.19 | 0.45 | 4.50 | -0.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.82 | 6.96 | 0.86 | 9.40 | -1.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.42 | 2.98 | -0.56 | 5.67 | -3.25 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SICYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.61 | -3.59 | -0.02 | | 2007 | | | 4.03 | 2.50 | 1.53 | | 2006 | | | 4.60 | 3.71 | 0.89 | | 2005 | | | 2.19 | 1.89 | 0.30 | | 2004 | | | 2.56 | 2.57 | -0.01 | | 2003 | | | 3.72 | 3.27 | 0.45 | | 2002 | | | 6.81 | 7.66 | -0.85 | | 2001 | | | 5.02 | 4.42 | 0.60 | | 2000 | | | 9.23 | 11.07 | -1.84 | | 1999 | | | -1.22 | -2.78 | 1.56 |
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| PAST QUARTERLY RETURNS (%) FOR
SICYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.89 | 1.63 | 6.58 | N/A | | 2008 | 0.51 | 0.71 | -2.21 | -2.63 | | 2007 | 0.84 | -0.20 | 2.08 | 1.26 | | 2006 | 0.86 | 0.54 | 2.50 | 0.64 | | 2005 | -0.02 | 1.28 | 0.62 | 0.29 | | 2004 | -0.11 | -0.56 | 2.20 | 1.02 | | 2003 | 0.47 | 1.17 | 0.41 | 1.62 | | 2002 | 0.48 | 3.19 | 4.32 | -1.25 | | 2001 | 2.19 | 0.58 | 2.61 | -0.43 | | 2000 | 2.48 | 1.56 | 2.24 | 2.64 | | 1999 | N/A | N/A | N/A | -0.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 26 | 77 | 33.77 | | 1-Month | 48 | 79 | 60.76 | | 3-Month | 54 | 79 | 68.35 | | 6-Month | 36 | 77 | 46.75 | | 1-Year | 20 | 77 | 25.97 | | 3-Year | 22 | 72 | 30.56 | | 5-Year | 7 | 64 | 10.94 |
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0.83% Nasdaq 
Performance
