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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.06% | | 5-Year Average Return: | 2.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.27% | |
Worst 1-Yr Total Return (2008): | -42.72% | |
Best 3-Yr Total Return (2004-6): | 18.31% | |
Worst 3-Yr Total Return (2006-8): | -8.06% |
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| 1-Year: | -2.35% | | 3-Year: | -5.69% | | 5-Year: | 4.33% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIIBX | Category | Diff | Index* | Diff | | Year To Date | 26.06 | 29.35 | -3.29 | 29.91 | -3.85 | | 1-Month | 3.17 | 3.83 | -0.66 | 2.00 | 1.17 | | 3-Month | 4.42 | 6.09 | -1.67 | 4.58 | -0.16 | | 1-Year | 35.71 | 38.30 | -2.59 | 37.72 | -2.01 | | 3-Year | -6.67 | -5.68 | -0.99 | -5.52 | -1.15 | | 5-Year | 2.78 | 4.12 | -1.34 | 4.13 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.56 | 57.56 | 3 | 59.35 | 1.21 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.38 | -15.07 | -0.31 | -14.95 | -0.43 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.72 | -43.99 | 1.27 | | 2007 | | | 9.17 | 12.71 | -3.54 | | 2006 | | | 24.27 | 24.77 | -0.50 | | 2005 | | | 12.36 | 14.72 | -2.36 | | 2004 | | | 18.60 | 17.39 | 1.21 | | 2003 | | | 36.71 | 33.58 | 3.13 | | 2002 | | | -17.45 | -16.69 | -0.76 | | 2001 | | | -22.53 | -21.67 | -0.86 | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.88 | 25.22 | 18.99 | N/A | | 2008 | -9.00 | -2.47 | -19.60 | -19.72 | | 2007 | 3.83 | 5.70 | 2.30 | -2.76 | | 2006 | 8.93 | 0.24 | 3.61 | 9.85 | | 2005 | -0.49 | -1.17 | 9.68 | 4.16 | | 2004 | 4.00 | 0.66 | -1.31 | 14.80 | | 2003 | -8.54 | 19.02 | 7.70 | 16.62 | | 2002 | 0.64 | -2.91 | -20.18 | 5.84 | | 2001 | -13.99 | -1.49 | -13.60 | 5.83 | | 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 | 568 | 824 | 68.93 | | 1-Month | 567 | 847 | 66.94 | | 3-Month | 616 | 844 | 72.99 | | 6-Month | 419 | 839 | 49.94 | | 1-Year | 440 | 817 | 53.86 | | 3-Year | 340 | 612 | 55.56 | | 5-Year | 282 | 462 | 61.04 |
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