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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.33% | | 5-Year Average Return: | 0.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.64% | |
Worst 1-Yr Total Return (2008): | -35.94% | |
Best 3-Yr Total Return (2004-6): | 10.36% | |
Worst 3-Yr Total Return (2006-8): | -8.44% |
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| 1-Year: | -7.66% | | 3-Year: | -6.26% | | 5-Year: | 0.49% | | 10-Year: | 2.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SINOX | Category | Diff | Index* | Diff | | Year To Date | 21.33 | 21.73 | -0.4 | 24.07 | -2.74 | | 1-Month | 5.51 | 5.16 | 0.35 | 6.00 | -0.49 | | 3-Month | 7.28 | 6.45 | 0.83 | 7.91 | -0.63 | | 1-Year | 21.27 | 24.67 | -3.4 | 25.39 | -4.12 | | 3-Year | -6.55 | -7.33 | 0.78 | -5.79 | -0.76 | | 5-Year | 0.06 | 0.27 | -0.21 | 0.71 | -0.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.78 | 47.53 | -4.75 | 45.76 | -2.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.51 | -16.99 | 0.48 | -18.25 | 1.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SINOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.94 | -37.09 | 1.15 | | 2007 | | | 2.71 | 1.42 | 1.29 | | 2006 | | | 16.64 | 18.15 | -1.51 | | 2005 | | | 5.20 | 5.95 | -0.75 | | 2004 | | | 9.53 | 12.97 | -3.44 | | 2003 | | | 30.54 | 28.44 | 2.10 | | 2002 | | | -22.47 | -18.69 | -3.78 | | 2001 | | | -5.16 | -4.99 | -0.17 | | 2000 | | | 14.18 | 7.87 | 6.31 | | 1999 | | | 10.67 | 6.72 | 3.95 |
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| PAST QUARTERLY RETURNS (%) FOR
SINOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.23 | 15.79 | 15.00 | N/A | | 2008 | -10.68 | -3.17 | -7.18 | -20.20 | | 2007 | 0.58 | 5.69 | -0.05 | -3.34 | | 2006 | 4.69 | -0.40 | 4.44 | 7.11 | | 2005 | -2.25 | 1.56 | 3.86 | 2.02 | | 2004 | 2.53 | 0.42 | -2.06 | 8.61 | | 2003 | -4.70 | 19.51 | 1.41 | 13.03 | | 2002 | 0.54 | -13.15 | -20.43 | 11.59 | | 2001 | -3.44 | 2.37 | -12.99 | 10.27 | | 2000 | 4.56 | 3.99 | 3.84 | 1.13 | | 1999 | N/A | N/A | N/A | 7.58 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 698 | 1293 | 53.98 | | 1-Month | 1016 | 1338 | 75.93 | | 3-Month | 358 | 1329 | 26.94 | | 6-Month | 818 | 1320 | 61.97 | | 1-Year | 620 | 1280 | 48.44 | | 3-Year | 394 | 1088 | 36.21 | | 5-Year | 433 | 917 | 47.22 |
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0.02% Nasdaq 0.00%
Performance
