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| Morningstar Return Rating: | Average | | Year to Date Return: | 51.05% | | 5-Year Average Return: | 3.97% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.33% | |
Worst 1-Yr Total Return (2008): | -30.45% | |
Best 3-Yr Total Return (2004-6): | 8.18% | |
Worst 3-Yr Total Return (2006-8): | -8.45% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIHYX | Category | Diff | Index* | Diff | | Year To Date | 51.05 | 40.95 | 10.1 | 6.24 | 44.81 | | 1-Month | 1.30 | 1.53 | -0.23 | 0.49 | 0.81 | | 3-Month | 9.66 | 8.19 | 1.47 | 2.60 | 7.06 | | 1-Year | 45.71 | 35.58 | 10.13 | 13.79 | 31.92 | | 3-Year | 2.26 | 2.61 | -0.35 | 6.35 | -4.09 | | 5-Year | 3.97 | 4.05 | -0.08 | 5.05 | -1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.31 | 34.85 | 11.46 | 7.06 | 39.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.09 | 0.91 | 1.18 | 7.94 | -5.85 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.45 | -26.41 | -4.04 | | 2007 | | | -0.92 | 1.47 | -2.39 | | 2006 | | | 11.33 | 10.14 | 1.19 | | 2005 | | | 2.15 | 2.59 | -0.44 | | 2004 | | | 11.30 | 9.99 | 1.31 | | 2003 | | | 25.59 | 24.36 | 1.23 | | 2002 | | | 8.02 | -1.52 | 9.54 | | 2001 | | | 7.66 | 2.39 | 5.27 | | 2000 | | | -7.99 | -7.12 | -0.87 | | 1999 | | | -0.97 | 5.05 | -6.02 |
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| PAST QUARTERLY RETURNS (%) FOR
SIHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.38 | 24.53 | 14.71 | N/A | | 2008 | -4.87 | 3.58 | -10.24 | -21.36 | | 2007 | 1.72 | 0.56 | -1.28 | -1.88 | | 2006 | 3.17 | -0.14 | 3.46 | 4.45 | | 2005 | -1.97 | 2.15 | 1.26 | 0.74 | | 2004 | 1.16 | 0.58 | 4.43 | 4.75 | | 2003 | 5.31 | 8.66 | 3.10 | 6.46 | | 2002 | 2.64 | -2.73 | 0.66 | 7.49 | | 2001 | 5.44 | 0.63 | -3.26 | 4.89 | | 2000 | -3.25 | -0.40 | -0.81 | -3.74 | | 1999 | N/A | N/A | N/A | -0.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 547 | 9.87 | | 1-Month | 548 | 577 | 94.97 | | 3-Month | 252 | 573 | 43.98 | | 6-Month | 77 | 553 | 13.92 | | 1-Year | 24 | 546 | 4.40 | | 3-Year | 287 | 471 | 60.93 | | 5-Year | 232 | 401 | 57.86 |
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0.01% Nasdaq 0.00%
Performance
