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Sound Mind Investing (SMIFX)

On Dec 7: 9.45   0.00 (0.00%)

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Performance  As of 31-Oct-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 21.76% 5-Year Average Return: N/A Number of Years Up: 2 Number of Years Down: 1 Best 1-Yr Total Return (2007): 15.70% Worst 1-Yr Total Return (2008): -39.08% Best 3-Yr Total Return (2006-8): -6.98% Worst 3-Yr Total Return (2006-8): -6.98% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return SMIFX Category Diff Index* Diff Year To Date 21.76 25.80 -4.04 17.05 4.71 1-Month -4.54 -4.37 -0.17 -1.86 -2.68 3-Month 4.12 4.09 0.03 5.48 -1.36 1-Year 16.57 16.23 0.34 9.80 6.77 3-Year -3.51 -5.36 1.85 -7.02 3.51 5-Year N/A 1.68 N/A 0.33 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 48.87 47.87 1 45.76 3.11 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -15.77 -19.87 4.1 -18.25 2.48 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year SMIFX Category Diff 2009 N/A N/A N/A 2008 -39.08 -43.77 4.69 2007 15.70 15.09 0.61 2006 14.19 9.00 5.19 2005 N/A 9.84 N/A 2004 N/A 13.23 N/A 2003 N/A 35.96 N/A 2002 N/A -27.24 N/A 2001 N/A -19.98 N/A 2000 N/A -4.78 N/A 1999 N/A 60.49 N/A PAST QUARTERLY RETURNS (%) FOR SMIFX   Q1 Q2 Q3 Q4 2009 -8.54 17.62 18.57 N/A 2008 -10.51 5.87 -18.22 -21.37 2007 3.35 7.09 4.15 0.37 2006 9.90 -3.64 -0.66 8.55 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 0 848 0.00 1-Month 0 901 0.00 3-Month 0 898 0.00 6-Month 234 868 26.96 1-Year 847 N/A 3-Year 749 N/A 5-Year 636 N/A
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