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| Morningstar Return Rating: | Above average | | Year to Date Return: | 65.23% | | 5-Year Average Return: | 5.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.12% | |
Worst 1-Yr Total Return (2008): | -31.57% | |
Best 3-Yr Total Return (2004-6): | 7.28% | |
Worst 3-Yr Total Return (2006-8): | -8.86% |
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| 1-Year: | 24.32% | | 3-Year: | 4.86% | | 5-Year: | 5.63% | | 10-Year: | 4.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIHSX | Category | Diff | Index* | Diff | | Year To Date | 65.23 | 42.53 | 22.7 | 7.61 | 57.62 | | 1-Month | 0.67 | 1.09 | -0.42 | 1.29 | -0.62 | | 3-Month | 7.77 | 7.76 | 0.01 | 2.86 | 4.91 | | 1-Year | 68.75 | 48.90 | 19.85 | 11.63 | 57.12 | | 3-Year | 4.91 | 2.47 | 2.44 | 6.40 | -1.49 | | 5-Year | 5.41 | 4.02 | 1.39 | 5.49 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.02 | 35.54 | 18.48 | 7.06 | 46.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.85 | 0.71 | 9.14 | 7.94 | 1.91 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIHSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.57 | -26.41 | -5.16 | | 2007 | | | 1.12 | 1.47 | -0.35 | | 2006 | | | 9.42 | 10.14 | -0.72 | | 2005 | | | 2.46 | 2.59 | -0.13 | | 2004 | | | 10.12 | 9.99 | 0.13 | | 2003 | | | 20.83 | 24.36 | -3.53 | | 2002 | | | -2.39 | -1.52 | -0.87 | | 2001 | | | 4.04 | 2.39 | 1.65 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIHSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.62 | 32.58 | 14.19 | N/A | | 2008 | -3.62 | 2.29 | -10.61 | -22.36 | | 2007 | 2.00 | 0.24 | 0.16 | -1.26 | | 2006 | 2.52 | 0.82 | 2.57 | 3.22 | | 2005 | -1.26 | 1.20 | 1.28 | 1.23 | | 2004 | 2.13 | -0.94 | 3.67 | 4.99 | | 2003 | 4.39 | 8.65 | 2.34 | 4.10 | | 2002 | 2.48 | -4.63 | -4.90 | 5.01 | | 2001 | 4.31 | -2.05 | -4.43 | 6.56 | | 2000 | N/A | N/A | 1.09 | -2.50 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 10 | 543 | 1.84 | | 1-Month | 436 | 574 | 75.96 | | 3-Month | 336 | 571 | 58.84 | | 6-Month | 167 | 559 | 29.87 | | 1-Year | 13 | 543 | 2.39 | | 3-Year | 60 | 467 | 12.85 | | 5-Year | 49 | 403 | 12.16 |
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0.02% Nasdaq 0.00%
0.02 (0.17%) 
Performance
