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| Morningstar Return Rating: | Low | | Year to Date Return: | 21.72% | | 5-Year Average Return: | 1.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.03% | |
Worst 1-Yr Total Return (2008): | -46.79% | |
Best 3-Yr Total Return (2004-6): | 16.47% | |
Worst 3-Yr Total Return (2006-8): | -11.12% |
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| 1-Year: | -6.44% | | 3-Year: | -7.97% | | 5-Year: | 2.09% | | 10-Year: | -2.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIECX | Category | Diff | Index* | Diff | | Year To Date | 21.72 | 24.47 | -2.75 | 27.36 | -5.64 | | 1-Month | -1.52 | -2.54 | 1.02 | -1.25 | -0.27 | | 3-Month | 7.20 | 5.67 | 1.53 | 8.10 | -0.9 | | 1-Year | 20.37 | 25.04 | -4.67 | 27.71 | -7.34 | | 3-Year | -9.26 | -5.94 | -3.32 | -5.22 | -4.04 | | 5-Year | 1.21 | 4.57 | -3.36 | 5.10 | -3.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.18 | 57.09 | -2.91 | 59.35 | -5.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.54 | -14.01 | -6.53 | -14.95 | -5.59 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.79 | -43.99 | -2.80 | | 2007 | | | 8.12 | 12.71 | -4.59 | | 2006 | | | 22.03 | 24.77 | -2.74 | | 2005 | | | 11.51 | 14.72 | -3.21 | | 2004 | | | 16.11 | 17.39 | -1.28 | | 2003 | | | 30.73 | 33.58 | -2.85 | | 2002 | | | -24.41 | -16.69 | -7.72 | | 2001 | | | -29.16 | -21.67 | -7.49 | | 2000 | | | -19.05 | -16.34 | -2.71 | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.08 | 22.31 | 17.60 | N/A | | 2008 | -10.27 | -0.70 | -21.88 | -23.55 | | 2007 | 1.96 | 6.37 | -0.35 | 0.03 | | 2006 | 8.57 | 0.00 | 2.55 | 9.60 | | 2005 | -0.92 | -2.70 | 11.83 | 3.43 | | 2004 | 2.15 | 0.00 | -0.82 | 14.61 | | 2003 | -9.67 | 16.41 | 3.41 | 20.23 | | 2002 | -3.54 | -4.77 | -23.75 | 7.91 | | 2001 | -17.04 | -4.63 | -17.21 | 8.16 | | 2000 | 0.06 | -3.91 | -10.18 | -6.25 | | 1999 | N/A | N/A | N/A | 27.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 595 | 827 | 71.95 | | 1-Month | 93 | 850 | 10.94 | | 3-Month | 389 | 847 | 45.93 | | 6-Month | 351 | 838 | 41.89 | | 1-Year | 500 | 803 | 62.27 | | 3-Year | 443 | 600 | 73.83 | | 5-Year | 373 | 466 | 80.04 |
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0.83% Nasdaq 0.00%
Performance
