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| Morningstar Return Rating: | Above average | | Year to Date Return: | 65.16% | | 5-Year Average Return: | 6.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.96% | |
Worst 1-Yr Total Return (2008): | -31.10% | |
Best 3-Yr Total Return (2004-6): | 8.12% | |
Worst 3-Yr Total Return (2006-8): | -8.21% |
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| 1-Year: | 20.17% | | 3-Year: | 3.92% | | 5-Year: | 5.36% | | 10-Year: | 5.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIHAX | Category | Diff | Index* | Diff | | Year To Date | 65.16 | 40.95 | 24.21 | 6.24 | 58.92 | | 1-Month | 1.76 | 1.53 | 0.23 | 0.49 | 1.27 | | 3-Month | 9.86 | 8.19 | 1.67 | 2.60 | 7.26 | | 1-Year | 56.10 | 35.58 | 20.52 | 13.79 | 42.31 | | 3-Year | 5.82 | 2.61 | 3.21 | 6.35 | -0.53 | | 5-Year | 6.34 | 4.05 | 2.29 | 5.05 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.55 | 34.85 | 19.7 | 7.06 | 47.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.62 | 0.91 | 9.71 | 7.94 | 2.68 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.10 | -26.41 | -4.69 | | 2007 | | | 1.80 | 1.47 | 0.33 | | 2006 | | | 10.25 | 10.14 | 0.11 | | 2005 | | | 3.33 | 2.59 | 0.74 | | 2004 | | | 10.96 | 9.99 | 0.97 | | 2003 | | | 21.65 | 24.36 | -2.71 | | 2002 | | | -1.66 | -1.52 | -0.14 | | 2001 | | | 4.92 | 2.39 | 2.53 | | 2000 | | | -3.02 | -7.12 | 4.10 | | 1999 | | | -0.51 | 5.05 | -5.56 |
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| PAST QUARTERLY RETURNS (%) FOR
SIHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.97 | 32.56 | 14.46 | N/A | | 2008 | -3.45 | 2.57 | -10.49 | -22.27 | | 2007 | 2.12 | 0.43 | 0.42 | -1.16 | | 2006 | 2.63 | 1.08 | 2.68 | 3.50 | | 2005 | -1.01 | 1.34 | 1.46 | 1.52 | | 2004 | 2.42 | -0.83 | 3.95 | 5.09 | | 2003 | 4.57 | 8.88 | 2.52 | 4.21 | | 2002 | 2.56 | -4.34 | -4.77 | 5.25 | | 2001 | 4.62 | -1.93 | -4.24 | 6.79 | | 2000 | -1.95 | -0.03 | 1.33 | -2.36 | | 1999 | N/A | N/A | N/A | -0.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 5 | 547 | 0.91 | | 1-Month | 300 | 577 | 51.99 | | 3-Month | 131 | 573 | 22.86 | | 6-Month | 44 | 553 | 7.96 | | 1-Year | 3 | 546 | 0.55 | | 3-Year | 19 | 471 | 4.03 | | 5-Year | 13 | 401 | 3.24 |
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0.22% Nasdaq 
Performance
