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| Morningstar Return Rating: | | | Year to Date Return: | 25.90% | | 5-Year Average Return: | 4.20% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -42.83% | |
Worst 1-Yr Total Return (2008): | -42.83% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SIIEX | Category | Diff | Index* | Diff | | Year To Date | 25.90 | 24.47 | 1.43 | 27.36 | -1.46 | | 1-Month | -1.88 | -2.54 | 0.66 | -1.25 | -0.63 | | 3-Month | 6.17 | 5.67 | 0.5 | 8.10 | -1.93 | | 1-Year | 27.02 | 25.04 | 1.98 | 27.71 | -0.69 | | 3-Year | -4.74 | -5.94 | 1.2 | -5.22 | 0.48 | | 5-Year | 4.20 | 4.57 | -0.37 | 5.10 | -0.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.44 | 57.09 | 0.35 | 59.35 | -1.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.65 | -14.01 | -0.64 | -14.95 | 0.3 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.83 | -43.99 | 1.16 | | 2007 | | | N/A | 12.71 | N/A | | 2006 | | | N/A | 24.77 | N/A | | 2005 | | | N/A | 14.72 | N/A | | 2004 | | | N/A | 17.39 | N/A | | 2003 | | | N/A | 33.58 | N/A | | 2002 | | | N/A | -16.69 | N/A | | 2001 | | | N/A | -21.67 | N/A | | 2000 | | | N/A | -16.34 | N/A | | 1999 | | | N/A | 40.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.82 | 24.09 | 18.62 | N/A | | 2008 | -7.68 | -2.55 | -20.64 | -19.93 | | 2007 | N/A | N/A | N/A | -0.51 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 305 | 827 | 36.88 | | 1-Month | 34 | 850 | 4.00 | | 3-Month | 110 | 847 | 12.99 | | 6-Month | 343 | 838 | 40.93 | | 1-Year | 188 | 803 | 23.41 | | 3-Year | | 600 | N/A | | 5-Year | | 466 | N/A |
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0.89% Nasdaq 
Performance
