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| Morningstar Return Rating: | Above average | | Year to Date Return: | 65.48% | | 5-Year Average Return: | 6.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.09% | |
Worst 1-Yr Total Return (2008): | -30.90% | |
Best 3-Yr Total Return (2004-6): | 7.31% | |
Worst 3-Yr Total Return (2006-8): | -8.23% |
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| 1-Year: | 21.49% | | 3-Year: | 5.00% | | 5-Year: | 5.90% | | 10-Year: | 5.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIHBX | Category | Diff | Index* | Diff | | Year To Date | 65.48 | 40.95 | 24.53 | 6.24 | 59.24 | | 1-Month | 1.81 | 1.53 | 0.28 | 0.49 | 1.32 | | 3-Month | 9.88 | 8.19 | 1.69 | 2.60 | 7.28 | | 1-Year | 56.67 | 35.58 | 21.09 | 13.79 | 42.88 | | 3-Year | 6.07 | 2.61 | 3.46 | 6.35 | -0.28 | | 5-Year | 6.17 | 4.05 | 2.12 | 5.05 | 1.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.96 | 34.85 | 20.11 | 7.06 | 47.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.93 | 0.91 | 10.02 | 7.94 | 2.99 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.90 | -26.41 | -4.49 | | 2007 | | | 2.09 | 1.47 | 0.62 | | 2006 | | | 9.54 | 10.14 | -0.60 | | 2005 | | | 2.47 | 2.59 | -0.12 | | 2004 | | | 10.09 | 9.99 | 0.10 | | 2003 | | | 20.82 | 24.36 | -3.54 | | 2002 | | | -2.40 | -1.52 | -0.88 | | 2001 | | | 4.08 | 2.39 | 1.69 | | 2000 | | | -3.77 | -7.12 | 3.35 | | 1999 | | | -1.34 | 5.05 | -6.39 |
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| PAST QUARTERLY RETURNS (%) FOR
SIHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.94 | 32.79 | 14.46 | N/A | | 2008 | -3.39 | 2.54 | -10.36 | -22.18 | | 2007 | 2.15 | 0.44 | 0.54 | -1.03 | | 2006 | 2.45 | 0.90 | 2.50 | 3.39 | | 2005 | -1.26 | 1.13 | 1.29 | 1.31 | | 2004 | 2.14 | -1.02 | 3.77 | 4.94 | | 2003 | 4.41 | 8.59 | 2.35 | 4.12 | | 2002 | 2.40 | -4.54 | -4.91 | 5.01 | | 2001 | 4.41 | -2.08 | -4.45 | 6.53 | | 2000 | -2.13 | -0.26 | 1.18 | -2.57 | | 1999 | N/A | N/A | N/A | -0.27 |
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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 | 276 | 577 | 47.83 | | 3-Month | 131 | 573 | 22.86 | | 6-Month | 38 | 553 | 6.87 | | 1-Year | 2 | 546 | 0.37 | | 3-Year | 17 | 471 | 3.61 | | 5-Year | 17 | 401 | 4.24 |
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0.22% Nasdaq 
Performance
