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| Morningstar Return Rating: | | | Year to Date Return: | 20.73% | | 5-Year Average Return: | -1.11% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -45.85% | |
Worst 1-Yr Total Return (2008): | -45.85% | |
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 | SIMGX | Category | Diff | Index* | Diff | | Year To Date | 20.73 | 25.80 | -5.07 | 17.05 | 3.68 | | 1-Month | -3.15 | -4.37 | 1.22 | -1.86 | -1.29 | | 3-Month | 4.09 | 4.09 | 0 | 5.48 | -1.39 | | 1-Year | 11.09 | 16.23 | -5.14 | 9.80 | 1.29 | | 3-Year | -6.88 | -5.36 | -1.52 | -7.02 | 0.14 | | 5-Year | -1.11 | 1.68 | -2.79 | 0.33 | -1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.14 | 47.87 | -7.73 | 45.76 | -5.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.87 | -19.87 | -9 | -18.25 | -10.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.85 | -43.77 | -2.08 | | 2007 | | | N/A | 15.09 | N/A | | 2006 | | | N/A | 9.00 | N/A | | 2005 | | | N/A | 9.84 | N/A | | 2004 | | | N/A | 13.23 | N/A | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SIMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.47 | 14.00 | 13.28 | N/A | | 2008 | -12.51 | 7.52 | -20.19 | -27.87 | | 2007 | N/A | N/A | N/A | 1.71 | | 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 | 644 | 848 | 75.94 | | 1-Month | 450 | 901 | 49.94 | | 3-Month | 736 | 898 | 81.96 | | 6-Month | 642 | 868 | 73.96 | | 1-Year | 570 | 847 | 67.30 | | 3-Year | | 749 | N/A | | 5-Year | | 636 | N/A |
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0.22% Nasdaq 0.00%
Performance
