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| Morningstar Return Rating: | Above average | | Year to Date Return: | 38.45% | | 5-Year Average Return: | 9.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.49% | |
Worst 1-Yr Total Return (2008): | -19.71% | |
Best 3-Yr Total Return (2004-6): | 13.66% | |
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 | 38.45 | 32.12 | 6.33 | 7.61 | 30.84 | | 1-Month | 0.39 | 1.44 | -1.05 | 1.29 | -0.9 | | 3-Month | 7.73 | 6.67 | 1.06 | 2.86 | 4.87 | | 1-Year | 49.09 | 41.79 | 7.3 | 11.63 | 37.46 | | 3-Year | 6.24 | 5.50 | 0.74 | 6.40 | -0.16 | | 5-Year | 9.32 | 7.74 | 1.58 | 5.49 | 3.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.71 | 33.40 | 4.31 | 7.06 | 30.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.45 | 2.19 | 1.26 | 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 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 28.89 | 29.58 | -0.69 |
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| PAST QUARTERLY RETURNS (%) FOR
SITEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.94 | 15.11 | 14.21 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 14.20 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 112 | 28.57 | | 1-Month | 45 | 113 | 39.82 | | 3-Month | 4 | 113 | 3.54 | | 6-Month | 16 | 112 | 14.29 | | 1-Year | 23 | 108 | 21.30 | | 3-Year | 19 | 73 | 26.03 | | 5-Year | 9 | 53 | 16.98 |
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0.51% Nasdaq 
Performance
