|
| Morningstar Return Rating: | Low | | Year to Date Return: | 11.77% | | 5-Year Average Return: | 1.53% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.64% | |
Worst 1-Yr Total Return (2008): | -11.33% | |
Best 3-Yr Total Return (2004-6): | 2.85% | |
Worst 3-Yr Total Return (2006-8): | -2.00% |
|
| 1-Year: | -2.74% | | 3-Year: | -1.30% | | 5-Year: | 0.17% | | 10-Year: | 3.07% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIUSX | Category | Diff | Index* | Diff | | Year To Date | 11.77 | 14.86 | -3.09 | 7.61 | 4.16 | | 1-Month | 0.93 | 1.13 | -0.2 | 1.29 | -0.36 | | 3-Month | 3.17 | 3.76 | -0.59 | 2.86 | 0.31 | | 1-Year | 12.36 | 18.84 | -6.48 | 11.63 | 0.73 | | 3-Year | 0.33 | 4.58 | -4.25 | 6.40 | -6.07 | | 5-Year | 1.53 | 4.20 | -2.67 | 5.49 | -3.96 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.11 | 13.91 | -4.8 | 7.06 | 2.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.17 | 6.57 | -7.74 | 7.94 | -9.11 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | -3.60 | -1.35 | -2.25 |
|
| PAST QUARTERLY RETURNS (%) FOR
SIUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.36 | 4.45 | 4.63 | N/A | | 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 | | 1999 | N/A | N/A | N/A | -0.59 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 686 | 1126 | 60.92 | | 1-Month | 677 | 1168 | 57.96 | | 3-Month | 579 | 1158 | 50.00 | | 6-Month | 809 | 1140 | 70.96 | | 1-Year | 686 | 1120 | 61.25 | | 3-Year | 762 | 970 | 78.56 | | 5-Year | 669 | 854 | 78.34 |
|
|
|
|
|
0.51% Nasdaq 
0.01 (0.25%) 
Performance
