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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.34% | | 5-Year Average Return: | 3.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.38% | |
Worst 1-Yr Total Return (2008): | -44.26% | |
Best 3-Yr Total Return (2004-6): | 19.60% | |
Worst 3-Yr Total Return (2006-8): | -7.63% |
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| 1-Year: | -5.69% | | 3-Year: | -5.95% | | 5-Year: | 4.37% | | 10-Year: | 0.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIIIX | Category | Diff | Index* | Diff | | Year To Date | 27.34 | 29.35 | -2.01 | 29.91 | -2.57 | | 1-Month | 3.16 | 3.83 | -0.67 | 2.00 | 1.16 | | 3-Month | 4.49 | 6.09 | -1.6 | 4.58 | -0.09 | | 1-Year | 36.27 | 38.30 | -2.03 | 37.72 | -1.45 | | 3-Year | -6.34 | -5.68 | -0.66 | -5.52 | -0.82 | | 5-Year | 3.39 | 4.12 | -0.73 | 4.13 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.36 | 57.56 | 4.8 | 59.35 | 3.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.44 | -15.07 | -1.37 | -14.95 | -1.49 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.26 | -43.99 | -0.27 | | 2007 | | | 11.87 | 12.71 | -0.84 | | 2006 | | | 26.38 | 24.77 | 1.61 | | 2005 | | | 12.43 | 14.72 | -2.29 | | 2004 | | | 20.39 | 17.39 | 3.00 | | 2003 | | | 39.80 | 33.58 | 6.22 | | 2002 | | | -16.74 | -16.69 | -0.05 | | 2001 | | | -23.91 | -21.67 | -2.24 | | 2000 | | | -17.44 | -16.34 | -1.10 | | 1999 | | | 29.97 | 40.28 | -10.31 |
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| PAST QUARTERLY RETURNS (%) FOR
SIIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.14 | 24.51 | 20.79 | N/A | | 2008 | -8.96 | -2.66 | -19.77 | -21.60 | | 2007 | 4.23 | 6.65 | 1.77 | -1.11 | | 2006 | 9.74 | 0.00 | 3.83 | 10.91 | | 2005 | -1.09 | -1.81 | 10.83 | 4.45 | | 2004 | 4.55 | 0.09 | -0.98 | 16.18 | | 2003 | -8.24 | 19.92 | 8.65 | 16.93 | | 2002 | 0.96 | -1.59 | -20.69 | 5.66 | | 2001 | -12.29 | -1.48 | -15.54 | 4.25 | | 2000 | -0.73 | -4.37 | -8.64 | -4.81 | | 1999 | N/A | N/A | N/A | 16.27 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 502 | 824 | 60.92 | | 1-Month | 736 | 847 | 86.89 | | 3-Month | 708 | 844 | 83.89 | | 6-Month | 411 | 839 | 48.99 | | 1-Year | 506 | 817 | 61.93 | | 3-Year | 320 | 612 | 52.29 | | 5-Year | 245 | 462 | 53.03 |
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1.27% Nasdaq 0.00%
Performance
