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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.63% | | 5-Year Average Return: | 3.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.78% | |
Worst 1-Yr Total Return (2008): | -42.55% | |
Best 3-Yr Total Return (2004-6): | 18.76% | |
Worst 3-Yr Total Return (2006-8): | -7.72% |
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| 1-Year: | -2.10% | | 3-Year: | -5.47% | | 5-Year: | 4.38% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIIAX | Category | Diff | Index* | Diff | | Year To Date | 22.63 | 24.47 | -1.84 | 27.36 | -4.73 | | 1-Month | -2.42 | -2.54 | 0.12 | -1.25 | -1.17 | | 3-Month | 5.88 | 5.67 | 0.21 | 8.10 | -2.22 | | 1-Year | 24.05 | 25.04 | -0.99 | 27.71 | -3.66 | | 3-Year | -6.45 | -5.94 | -0.51 | -5.22 | -1.23 | | 5-Year | 3.72 | 4.57 | -0.85 | 5.10 | -1.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.65 | 57.09 | 3.56 | 59.35 | 1.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.10 | -14.01 | -1.09 | -14.95 | -0.15 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.55 | -43.99 | 1.44 | | 2007 | | | 9.61 | 12.71 | -3.10 | | 2006 | | | 24.78 | 24.77 | 0.01 | | 2005 | | | 12.67 | 14.72 | -2.05 | | 2004 | | | 19.15 | 17.39 | 1.76 | | 2003 | | | 36.95 | 33.58 | 3.37 | | 2002 | | | -17.08 | -16.69 | -0.39 | | 2001 | | | -22.19 | -21.67 | -0.52 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.82 | 25.43 | 19.01 | N/A | | 2008 | -8.94 | -2.40 | -19.51 | -19.69 | | 2007 | 3.90 | 5.84 | 2.43 | -2.69 | | 2006 | 9.02 | 0.32 | 3.68 | 10.04 | | 2005 | -0.39 | -1.17 | 9.76 | 4.27 | | 2004 | 4.23 | 0.66 | -1.09 | 14.82 | | 2003 | -8.53 | 19.15 | 7.68 | 16.69 | | 2002 | 0.64 | -2.78 | -20.13 | 6.11 | | 2001 | -13.89 | -1.37 | -13.57 | 6.01 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 521 | 827 | 63.00 | | 1-Month | 374 | 850 | 44.00 | | 3-Month | 508 | 847 | 59.98 | | 6-Month | 284 | 838 | 33.89 | | 1-Year | 366 | 803 | 45.58 | | 3-Year | 296 | 600 | 49.33 | | 5-Year | 246 | 466 | 52.79 |
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0.22% Nasdaq 
Performance
