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| Morningstar Return Rating: | Low | | Year to Date Return: | 1.43% | | 5-Year Average Return: | 1.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 10.63% | |
Worst 1-Yr Total Return (2008): | -11.33% | |
Best 3-Yr Total Return (2005-7): | 2.53% | |
Worst 3-Yr Total Return (2006-8): | -2.00% |
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| 1-Year: | 5.37% | | 3-Year: | -1.45% | | 5-Year: | 0.14% | | 10-Year: | 3.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIUSX | Category | Diff | Index* | Diff | | Year To Date | 1.43 | 1.70 | -0.27 | 1.53 | -0.1 | | 1-Month | 1.43 | 1.70 | -0.27 | 1.53 | -0.1 | | 3-Month | 1.33 | 2.02 | -0.69 | 1.23 | 0.1 | | 1-Year | 9.24 | 15.89 | -6.65 | 8.51 | 0.73 | | 3-Year | 0.66 | 5.02 | -4.36 | 6.60 | -5.94 | | 5-Year | 1.30 | 4.10 | -2.8 | 5.16 | -3.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.11 | 13.99 | -4.88 | 7.06 | 2.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.17 | 6.56 | -7.73 | 7.94 | -9.11 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIUSX | Category | Diff | | 2009 | | | 10.63 | 13.97 | -3.34 | | 2008 | | | -11.33 | -4.70 | -6.63 | | 2007 | | | 2.43 | 4.70 | -2.27 | | 2006 | | | 3.64 | 4.15 | -0.51 | | 2005 | | | 1.54 | 1.80 | -0.26 | | 2004 | | | 3.37 | 3.91 | -0.54 | | 2003 | | | 2.72 | 5.10 | -2.38 | | 2002 | | | 9.04 | 8.04 | 1.00 | | 2001 | | | 7.33 | 7.64 | -0.31 | | 2000 | | | 9.69 | 9.44 | 0.25 |
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| PAST QUARTERLY RETURNS (%) FOR
SIUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.36 | 4.45 | 4.63 | 0.86 | | 2008 | -1.75 | 0.02 | -3.08 | -6.90 | | 2007 | 1.36 | -0.81 | 1.21 | 0.67 | | 2006 | -0.74 | -0.15 | 3.20 | 1.33 | | 2005 | -0.47 | 2.53 | -0.89 | 0.39 | | 2004 | 2.33 | -2.66 | 2.76 | 0.99 | | 2003 | 1.15 | 2.35 | -0.74 | -0.04 | | 2002 | -0.20 | 3.49 | 4.16 | 1.36 | | 2001 | 2.81 | 0.13 | 4.22 | 0.04 | | 2000 | 1.75 | 0.99 | 2.77 | 3.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 861 | 1180 | 72.97 | | 1-Month | 991 | 1180 | 83.98 | | 3-Month | 932 | 1165 | 80.00 | | 6-Month | 739 | 1155 | 63.98 | | 1-Year | 832 | 1125 | 73.96 | | 3-Year | 774 | 986 | 78.50 | | 5-Year | 676 | 862 | 78.42 |
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1.52% Nasdaq 0.00%
0.01 (0.24%) 
Performance
