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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.92% | | 5-Year Average Return: | -0.81% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.96% | |
Worst 1-Yr Total Return (2008): | -34.79% | |
Best 3-Yr Total Return (2004-6): | 12.05% | |
Worst 3-Yr Total Return (2006-8): | -9.63% |
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| 1-Year: | -13.01% | | 3-Year: | -6.59% | | 5-Year: | 0.71% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMIBX | Category | Diff | Index* | Diff | | Year To Date | 12.92 | 19.13 | -6.21 | 17.05 | -4.13 | | 1-Month | -6.92 | -5.65 | -1.27 | -1.86 | -5.06 | | 3-Month | 1.07 | 2.75 | -1.68 | 5.48 | -4.41 | | 1-Year | 5.16 | 11.45 | -6.29 | 9.80 | -4.64 | | 3-Year | -9.80 | -8.46 | -1.34 | -7.02 | -2.78 | | 5-Year | -0.81 | 0.52 | -1.33 | 0.33 | -1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.73 | 57.02 | -1.29 | 45.76 | 9.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.22 | -18.27 | -3.95 | -18.25 | -3.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.79 | -36.56 | 1.77 | | 2007 | | | -2.93 | -1.10 | -1.83 | | 2006 | | | 16.58 | 15.03 | 1.55 | | 2005 | | | 3.18 | 6.75 | -3.57 | | 2004 | | | 16.96 | 18.94 | -1.98 | | 2003 | | | 44.46 | 43.41 | 1.05 | | 2002 | | | -21.37 | -16.22 | -5.15 | | 2001 | | | 1.03 | 8.92 | -7.89 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.31 | 20.44 | 18.93 | N/A | | 2008 | -10.28 | 0.17 | -1.57 | -26.29 | | 2007 | 1.64 | 4.01 | -3.38 | -4.96 | | 2006 | 13.55 | -5.49 | 0.14 | 8.48 | | 2005 | -5.74 | 4.01 | 4.47 | 0.74 | | 2004 | 5.84 | 0.24 | -3.16 | 13.83 | | 2003 | -4.94 | 22.60 | 8.69 | 14.04 | | 2002 | 3.76 | -8.56 | -21.57 | 5.65 | | 2001 | -7.19 | 14.26 | -20.98 | 20.56 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 493 | 641 | 76.91 | | 1-Month | 556 | 662 | 83.99 | | 3-Month | 541 | 652 | 82.98 | | 6-Month | 446 | 647 | 68.93 | | 1-Year | 390 | 630 | 61.90 | | 3-Year | 309 | 553 | 55.88 | | 5-Year | 273 | 452 | 60.40 |
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1.00% Nasdaq 0.00%
Performance
