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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.18% | | 5-Year Average Return: | 0.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.63% | |
Worst 1-Yr Total Return (2008): | -35.52% | |
Best 3-Yr Total Return (2004-6): | 11.33% | |
Worst 3-Yr Total Return (2006-8): | -7.75% |
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| 1-Year: | -11.47% | | 3-Year: | -7.43% | | 5-Year: | 0.10% | | 10-Year: | 2.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SINAX | Category | Diff | Index* | Diff | | Year To Date | 22.18 | 21.73 | 0.45 | 24.07 | -1.89 | | 1-Month | 5.51 | 5.16 | 0.35 | 6.00 | -0.49 | | 3-Month | 7.50 | 6.45 | 1.05 | 7.91 | -0.41 | | 1-Year | 22.13 | 24.67 | -2.54 | 25.39 | -3.26 | | 3-Year | -5.87 | -7.33 | 1.46 | -5.79 | -0.08 | | 5-Year | 0.84 | 0.27 | 0.57 | 0.71 | 0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.46 | 47.53 | -4.07 | 45.76 | -2.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.90 | -16.99 | 1.09 | -18.25 | 2.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SINAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.52 | -37.09 | 1.57 | | 2007 | | | 3.50 | 1.42 | 2.08 | | 2006 | | | 17.63 | 18.15 | -0.52 | | 2005 | | | 6.15 | 5.95 | 0.20 | | 2004 | | | 10.50 | 12.97 | -2.47 | | 2003 | | | 31.59 | 28.44 | 3.15 | | 2002 | | | -21.76 | -18.69 | -3.07 | | 2001 | | | -4.43 | -4.99 | 0.56 | | 2000 | | | 14.93 | 7.87 | 7.06 | | 1999 | | | 11.47 | 6.72 | 4.75 |
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| PAST QUARTERLY RETURNS (%) FOR
SINAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.04 | 15.98 | 15.25 | N/A | | 2008 | -10.53 | -2.99 | -7.03 | -20.10 | | 2007 | 0.76 | 5.91 | 0.13 | -3.15 | | 2006 | 4.92 | -0.16 | 4.69 | 7.28 | | 2005 | -2.04 | 1.80 | 4.11 | 2.25 | | 2004 | 2.75 | 0.62 | -1.82 | 8.86 | | 2003 | -4.55 | 19.84 | 1.60 | 13.22 | | 2002 | 0.74 | -12.96 | -20.24 | 11.87 | | 2001 | -3.27 | 2.57 | -12.80 | 10.46 | | 2000 | 4.72 | 4.17 | 3.97 | 1.34 | | 1999 | N/A | N/A | N/A | 7.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 620 | 1293 | 47.95 | | 1-Month | 949 | 1338 | 70.93 | | 3-Month | 318 | 1329 | 23.93 | | 6-Month | 699 | 1320 | 52.95 | | 1-Year | 580 | 1280 | 45.31 | | 3-Year | 302 | 1088 | 27.76 | | 5-Year | 293 | 917 | 31.95 |
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0.51% Nasdaq 
Performance
