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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.87% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.16% | |
Worst 1-Yr Total Return (2008): | -49.50% | |
Best 3-Yr Total Return (2004-6): | 18.29% | |
Worst 3-Yr Total Return (2006-8): | -11.24% |
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| 1-Year: | -8.60% | | 3-Year: | -7.75% | | 5-Year: | 3.99% | | 10-Year: | -0.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSIBX | Category | Diff | Index* | Diff | | Year To Date | 25.87 | 24.47 | 1.4 | 27.36 | -1.49 | | 1-Month | -2.43 | -2.54 | 0.11 | -1.25 | -1.18 | | 3-Month | 5.55 | 5.67 | -0.12 | 8.10 | -2.55 | | 1-Year | 21.80 | 25.04 | -3.24 | 27.71 | -5.91 | | 3-Year | -8.54 | -5.94 | -2.6 | -5.22 | -3.32 | | 5-Year | 3.07 | 4.57 | -1.5 | 5.10 | -2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.95 | 57.09 | -0.14 | 59.35 | -2.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.15 | -14.01 | -10.14 | -14.95 | -9.2 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.50 | -43.99 | -5.51 | | 2007 | | | 14.29 | 12.71 | 1.58 | | 2006 | | | 21.16 | 24.77 | -3.61 | | 2005 | | | 18.89 | 14.72 | 4.17 | | 2004 | | | 14.92 | 17.39 | -2.47 | | 2003 | | | 36.33 | 33.58 | 2.75 | | 2002 | | | -18.61 | -16.69 | -1.92 | | 2001 | | | -30.20 | -21.67 | -8.53 | | 2000 | | | -20.60 | -16.34 | -4.26 | | 1999 | | | 32.67 | 40.28 | -7.61 |
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| PAST QUARTERLY RETURNS (%) FOR
SSIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.00 | 26.42 | 17.29 | N/A | | 2008 | -10.05 | 0.80 | -24.49 | -26.24 | | 2007 | 2.86 | 6.59 | 4.59 | -0.33 | | 2006 | 9.04 | 0.35 | 2.20 | 8.35 | | 2005 | -0.09 | -0.18 | 10.50 | 7.88 | | 2004 | 1.85 | -1.21 | -0.92 | 15.27 | | 2003 | -6.17 | 16.59 | 6.92 | 16.55 | | 2002 | 2.97 | -2.77 | -23.26 | 5.94 | | 2001 | -16.81 | -2.01 | -17.69 | 4.04 | | 2000 | -0.23 | -6.11 | -7.87 | -7.99 | | 1999 | N/A | N/A | N/A | 28.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 256 | 827 | 30.96 | | 1-Month | 127 | 850 | 14.94 | | 3-Month | 118 | 847 | 13.93 | | 6-Month | 343 | 838 | 40.93 | | 1-Year | 369 | 803 | 45.95 | | 3-Year | 402 | 600 | 67.00 | | 5-Year | 257 | 466 | 55.15 |
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1.00% Nasdaq 
Performance
