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| Morningstar Return Rating: | Above average | | Year to Date Return: | -2.69% | | 5-Year Average Return: | 0.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 23.46% | |
Worst 1-Yr Total Return (2008): | -33.01% | |
Best 3-Yr Total Return (2005-7): | 8.55% | |
Worst 3-Yr Total Return (2006-8): | -5.84% |
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| 1-Year: | 22.46% | | 3-Year: | -5.28% | | 5-Year: | 1.13% | | 10-Year: | 2.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SVIFX | Category | Diff | Index* | Diff | | Year To Date | -2.69 | -2.97 | 0.28 | -3.60 | 0.91 | | 1-Month | -2.69 | -2.97 | 0.28 | -3.60 | 0.91 | | 3-Month | 4.31 | 3.98 | 0.33 | 4.16 | 0.15 | | 1-Year | 30.76 | 32.89 | -2.13 | 33.14 | -2.38 | | 3-Year | -6.56 | -8.60 | 2.04 | -7.24 | 0.68 | | 5-Year | 0.89 | -0.19 | 1.08 | 0.18 | 0.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.16 | 47.48 | -4.32 | 45.76 | -2.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.67 | -17.06 | 1.39 | -18.25 | 2.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SVIFX | Category | Diff | | 2009 | | | 23.46 | 24.13 | -0.67 | | 2008 | | | -33.01 | -37.09 | 4.08 | | 2007 | | | 2.75 | 1.42 | 1.33 | | 2006 | | | 21.26 | 18.15 | 3.11 | | 2005 | | | 2.65 | 5.95 | -3.30 | | 2004 | | | 13.87 | 12.97 | 0.90 | | 2003 | | | 22.37 | 28.44 | -6.07 | | 2002 | | | -16.52 | -18.69 | 2.17 | | 2001 | | | -1.99 | -4.99 | 3.00 | | 2000 | | | 9.61 | 7.87 | 1.74 |
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| PAST QUARTERLY RETURNS (%) FOR
SVIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.91 | 14.88 | 14.65 | 5.22 | | 2008 | -9.17 | -4.61 | -4.30 | -19.20 | | 2007 | 1.36 | 6.73 | 0.80 | -5.78 | | 2006 | 7.78 | -0.10 | 5.05 | 7.20 | | 2005 | -0.20 | -0.96 | 1.63 | 2.19 | | 2004 | 2.88 | 2.06 | 0.31 | 8.12 | | 2003 | -7.08 | 14.33 | 2.49 | 12.38 | | 2002 | 3.80 | -8.34 | -20.27 | 10.04 | | 2001 | -4.93 | 5.35 | -9.65 | 8.30 | | 2000 | -4.02 | -2.92 | 6.35 | 10.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 357 | 1325 | 26.94 | | 1-Month | 636 | 1325 | 48.00 | | 3-Month | 380 | 1313 | 28.94 | | 6-Month | 868 | 1296 | 66.98 | | 1-Year | 627 | 1268 | 49.45 | | 3-Year | 196 | 1104 | 17.75 | | 5-Year | 211 | 914 | 23.09 |
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1.52% Nasdaq 0.00%
Performance
