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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.59% | | 5-Year Average Return: | 3.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.15% | |
Worst 1-Yr Total Return (2008): | -5.14% | |
Best 3-Yr Total Return (2005-7): | 3.52% | |
Worst 3-Yr Total Return (2006-8): | 1.39% |
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| 1-Year: | 8.09% | | 3-Year: | 2.78% | | 5-Year: | 2.49% | | 10-Year: | 4.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIMIX | Category | Diff | Index* | Diff | | Year To Date | 11.59 | 14.86 | -3.27 | 7.61 | 3.98 | | 1-Month | 1.48 | 1.13 | 0.35 | 1.29 | 0.19 | | 3-Month | 4.02 | 3.76 | 0.26 | 2.86 | 1.16 | | 1-Year | 15.40 | 18.84 | -3.44 | 11.63 | 3.77 | | 3-Year | 3.55 | 4.58 | -1.03 | 6.40 | -2.85 | | 5-Year | 3.38 | 4.20 | -0.82 | 5.49 | -2.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.80 | 13.91 | -4.11 | 7.06 | 2.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.50 | 6.57 | -0.07 | 7.94 | -1.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.14 | -4.70 | -0.44 | | 2007 | | | 5.15 | 4.70 | 0.45 | | 2006 | | | 4.50 | 4.15 | 0.35 | | 2005 | | | 0.95 | 1.80 | -0.85 | | 2004 | | | 2.22 | 3.91 | -1.69 | | 2003 | | | 2.99 | 5.10 | -2.11 | | 2002 | | | 8.16 | 8.04 | 0.12 | | 2001 | | | 8.46 | 7.64 | 0.82 | | 2000 | | | 9.99 | 9.44 | 0.55 | | 1999 | | | -0.74 | -1.35 | 0.61 |
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| PAST QUARTERLY RETURNS (%) FOR
SIMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.88 | 4.43 | 6.79 | N/A | | 2008 | -0.57 | -2.57 | -2.86 | 0.80 | | 2007 | 1.35 | -0.63 | 2.19 | 2.17 | | 2006 | -0.67 | -0.08 | 3.73 | 1.51 | | 2005 | -0.94 | 2.28 | -0.85 | 0.48 | | 2004 | 2.28 | -2.65 | 2.41 | 0.24 | | 2003 | 1.28 | 2.33 | -0.45 | -0.18 | | 2002 | -0.40 | 3.22 | 3.83 | 1.32 | | 2001 | 3.10 | 0.51 | 4.78 | -0.11 | | 2000 | 1.73 | 1.32 | 2.75 | 3.85 | | 1999 | N/A | N/A | N/A | -0.49 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 743 | 1126 | 65.99 | | 1-Month | 116 | 1168 | 9.93 | | 3-Month | 440 | 1158 | 38.00 | | 6-Month | 433 | 1140 | 37.98 | | 1-Year | 611 | 1120 | 54.55 | | 3-Year | 627 | 970 | 64.64 | | 5-Year | 561 | 854 | 65.69 |
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0.63% Nasdaq 
0.03%
Performance
