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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.65% | | 5-Year Average Return: | 3.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.91% | |
Worst 1-Yr Total Return (2008): | -49.27% | |
Best 3-Yr Total Return (2004-6): | 19.04% | |
Worst 3-Yr Total Return (2006-8): | -10.72% |
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| 1-Year: | -9.78% | | 3-Year: | -8.19% | | 5-Year: | 3.76% | | 10-Year: | -0.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIEAX | Category | Diff | Index* | Diff | | Year To Date | 26.65 | 24.47 | 2.18 | 27.36 | -0.71 | | 1-Month | -2.33 | -2.54 | 0.21 | -1.25 | -1.08 | | 3-Month | 5.70 | 5.67 | 0.03 | 8.10 | -2.4 | | 1-Year | 22.68 | 25.04 | -2.36 | 27.71 | -5.03 | | 3-Year | -7.96 | -5.94 | -2.02 | -5.22 | -2.74 | | 5-Year | 3.72 | 4.57 | -0.85 | 5.10 | -1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.34 | 57.09 | 0.25 | 59.35 | -2.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.68 | -14.01 | -9.67 | -14.95 | -8.73 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.27 | -43.99 | -5.28 | | 2007 | | | 15.07 | 12.71 | 2.36 | | 2006 | | | 21.91 | 24.77 | -2.86 | | 2005 | | | 19.69 | 14.72 | 4.97 | | 2004 | | | 15.60 | 17.39 | -1.79 | | 2003 | | | 37.19 | 33.58 | 3.61 | | 2002 | | | -18.08 | -16.69 | -1.39 | | 2001 | | | -29.91 | -21.67 | -8.24 | | 2000 | | | -20.05 | -16.34 | -3.71 | | 1999 | | | 33.56 | 40.28 | -6.72 |
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| PAST QUARTERLY RETURNS (%) FOR
SIEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.77 | 26.57 | 17.44 | N/A | | 2008 | -9.89 | 0.92 | -24.42 | -26.18 | | 2007 | 3.03 | 6.72 | 4.76 | -0.10 | | 2006 | 9.22 | 0.45 | 2.46 | 8.45 | | 2005 | 0.08 | 0.00 | 10.60 | 8.13 | | 2004 | 1.96 | -1.06 | -0.78 | 15.49 | | 2003 | -5.92 | 16.74 | 6.99 | 16.76 | | 2002 | 3.09 | -2.57 | -23.16 | 6.14 | | 2001 | -16.69 | -1.86 | -17.49 | 3.89 | | 2000 | -0.11 | -5.98 | -7.69 | -7.79 | | 1999 | N/A | N/A | N/A | 28.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 223 | 827 | 26.96 | | 1-Month | 110 | 850 | 12.94 | | 3-Month | 93 | 847 | 10.98 | | 6-Month | 268 | 838 | 31.98 | | 1-Year | 332 | 803 | 41.34 | | 3-Year | 370 | 600 | 61.67 | | 5-Year | 216 | 466 | 46.35 |
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