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| Morningstar Return Rating: | Above average | | Year to Date Return: | 0.30% | | 5-Year Average Return: | 8.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 40.54% | |
Worst 1-Yr Total Return (2008): | -19.71% | |
Best 3-Yr Total Return (2005-7): | 10.92% | |
Worst 3-Yr Total Return (2006-8): | -1.34% |
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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 | SITEX | Category | Diff | Index* | Diff | | Year To Date | 0.30 | 0.24 | 0.06 | 1.53 | -1.23 | | 1-Month | 0.30 | 0.24 | 0.06 | 1.53 | -1.23 | | 3-Month | 2.21 | 1.92 | 0.29 | 1.23 | 0.98 | | 1-Year | 40.24 | 33.50 | 6.74 | 8.51 | 31.73 | | 3-Year | 6.55 | 5.62 | 0.93 | 6.60 | -0.05 | | 5-Year | 8.79 | 7.22 | 1.57 | 5.16 | 3.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.71 | 33.48 | 4.23 | 7.06 | 30.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.45 | 2.22 | 1.23 | 7.94 | -4.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SITEX | Category | Diff | | 2009 | | | 40.54 | 32.43 | 8.11 | | 2008 | | | -19.71 | -17.64 | -2.07 | | 2007 | | | 6.41 | 5.36 | 1.05 | | 2006 | | | 12.43 | 10.99 | 1.44 | | 2005 | | | 14.06 | 11.50 | 2.56 | | 2004 | | | 14.49 | 12.31 | 2.18 | | 2003 | | | 34.65 | 30.83 | 3.82 | | 2002 | | | 10.61 | 12.69 | -2.08 | | 2001 | | | 12.30 | 12.83 | -0.53 | | 2000 | | | 13.51 | 12.68 | 0.83 |
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| PAST QUARTERLY RETURNS (%) FOR
SITEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.94 | 15.11 | 14.21 | 2.84 | | 2008 | -0.86 | -0.68 | -6.07 | -13.19 | | 2007 | 2.68 | 0.91 | 0.73 | 1.95 | | 2006 | 2.75 | -2.46 | 6.41 | 5.41 | | 2005 | -0.38 | 7.52 | 4.42 | 1.98 | | 2004 | 3.60 | -5.89 | 10.15 | 6.60 | | 2003 | 9.79 | 11.93 | 3.24 | 6.12 | | 2002 | 7.42 | -7.44 | -5.36 | 17.55 | | 2001 | 4.01 | 4.41 | -4.75 | 8.57 | | 2000 | 7.55 | -0.11 | 4.39 | 1.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 117 | 37.61 | | 1-Month | 35 | 117 | 29.91 | | 3-Month | 33 | 113 | 29.20 | | 6-Month | 5 | 113 | 4.42 | | 1-Year | 20 | 112 | 17.86 | | 3-Year | 21 | 75 | 28.00 | | 5-Year | 11 | 53 | 20.75 |
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1.52% Nasdaq 0.00%
0.01 (0.10%) 
Performance
