|
| Morningstar Return Rating: | High | | Year to Date Return: | 15.88% | | 5-Year Average Return: | 9.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.02% | |
Worst 1-Yr Total Return (2008): | -27.02% | |
Best 3-Yr Total Return (2004-6): | 18.70% | |
Worst 3-Yr Total Return (2006-8): | 1.31% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSIFX | Category | Diff | Index* | Diff | | Year To Date | 15.88 | 24.47 | -8.59 | 27.36 | -11.48 | | 1-Month | -1.25 | -2.54 | 1.29 | -1.25 | 0 | | 3-Month | 3.07 | 5.67 | -2.6 | 8.10 | -5.03 | | 1-Year | 13.23 | 25.04 | -11.81 | 27.71 | -14.48 | | 3-Year | 1.60 | -5.94 | 7.54 | -5.22 | 6.82 | | 5-Year | 9.39 | 4.57 | 4.82 | 5.10 | 4.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.94 | 57.09 | -29.15 | 59.35 | -31.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.01 | -14.01 | 5 | -14.95 | 5.94 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.02 | -43.99 | 16.97 | | 2007 | | | 16.76 | 12.71 | 4.05 | | 2006 | | | 22.02 | 24.77 | -2.75 | | 2005 | | | 16.75 | 14.72 | 2.03 | | 2004 | | | 17.40 | 17.39 | 0.01 | | 2003 | | | 49.55 | 33.58 | 15.97 | | 2002 | | | -22.82 | -16.69 | -6.13 | | 2001 | | | -14.77 | -21.67 | 6.90 | | 2000 | | | -7.22 | -16.34 | 9.12 | | 1999 | | | 41.16 | 40.28 | 0.88 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.61 | 12.61 | 10.39 | N/A | | 2008 | -5.09 | 1.32 | -12.93 | -12.84 | | 2007 | 2.07 | 11.27 | 2.14 | 0.64 | | 2006 | 7.35 | -2.66 | 5.05 | 11.15 | | 2005 | 0.90 | 1.59 | 11.47 | 2.17 | | 2004 | -0.12 | -2.00 | 2.52 | 16.98 | | 2003 | -3.85 | 18.76 | 8.90 | 20.27 | | 2002 | 5.52 | -11.48 | -25.07 | 10.28 | | 2001 | -12.70 | -0.13 | -15.62 | 15.86 | | 2000 | 11.01 | -3.37 | 0.28 | -13.75 | | 1999 | N/A | N/A | N/A | 33.35 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 769 | 827 | 92.99 | | 1-Month | 425 | 850 | 50.00 | | 3-Month | 821 | 847 | 96.93 | | 6-Month | 838 | 838 | 100.00 | | 1-Year | 646 | 803 | 80.45 | | 3-Year | 1 | 600 | 0.17 | | 5-Year | 19 | 466 | 4.08 |
|
|
|
|
|