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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.26% | | 5-Year Average Return: | 3.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.62% | |
Worst 1-Yr Total Return (2008): | -49.27% | |
Best 3-Yr Total Return (2004-6): | 18.82% | |
Worst 3-Yr Total Return (2006-8): | -11.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STITX | Category | Diff | Index* | Diff | | Year To Date | 41.26 | 29.35 | 11.91 | 29.91 | 11.35 | | 1-Month | 3.92 | 3.83 | 0.09 | 2.00 | 1.92 | | 3-Month | 5.40 | 6.09 | -0.69 | 4.58 | 0.82 | | 1-Year | 47.35 | 38.30 | 9.05 | 37.72 | 9.63 | | 3-Year | -6.34 | -5.68 | -0.66 | -5.52 | -0.82 | | 5-Year | 3.12 | 4.12 | -1 | 4.13 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.15 | 57.56 | 19.59 | 59.35 | 17.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.96 | -15.07 | 0.11 | -14.95 | -0.01 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STITX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.27 | -43.99 | -5.28 | | 2007 | | | 10.65 | 12.71 | -2.06 | | 2006 | | | 24.62 | 24.77 | -0.15 | | 2005 | | | 13.11 | 14.72 | -1.61 | | 2004 | | | 19.02 | 17.39 | 1.63 | | 2003 | | | 36.86 | 33.58 | 3.28 | | 2002 | | | -17.02 | -16.69 | -0.33 | | 2001 | | | -17.71 | -21.67 | 3.96 | | 2000 | | | -3.46 | -16.34 | 12.88 | | 1999 | | | 9.47 | 40.28 | -30.81 |
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| PAST QUARTERLY RETURNS (%) FOR
STITX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.84 | 30.56 | 23.77 | N/A | | 2008 | -10.35 | -2.18 | -21.90 | -25.93 | | 2007 | 3.51 | 7.07 | 2.72 | -2.80 | | 2006 | 9.12 | 0.97 | 3.28 | 9.51 | | 2005 | -0.84 | -1.53 | 11.13 | 4.24 | | 2004 | 3.97 | -0.76 | 0.77 | 14.47 | | 2003 | -7.77 | 18.75 | 6.24 | 17.63 | | 2002 | 1.10 | -2.51 | -19.71 | 4.86 | | 2001 | -11.72 | 1.13 | -11.29 | 3.90 | | 2000 | -1.36 | 5.34 | -8.12 | 1.12 | | 1999 | N/A | N/A | N/A | 5.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 824 | 5.95 | | 1-Month | 575 | 847 | 67.89 | | 3-Month | 455 | 844 | 53.91 | | 6-Month | 67 | 839 | 7.99 | | 1-Year | 57 | 817 | 6.98 | | 3-Year | 307 | 612 | 50.16 | | 5-Year | 253 | 462 | 54.76 |
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