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| Morningstar Return Rating: | | | Year to Date Return: | 25.51% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 13.07% | |
Worst 1-Yr Total Return (2008): | -37.32% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SYIMX | Category | Diff | Index* | Diff | | Year To Date | 25.51 | 29.38 | -3.87 | 24.07 | 1.44 | | 1-Month | 5.35 | 4.60 | 0.75 | 6.00 | -0.65 | | 3-Month | 5.10 | 5.74 | -0.64 | 7.91 | -2.81 | | 1-Year | 31.75 | 35.63 | -3.88 | 25.39 | 6.36 | | 3-Year | N/A | -6.63 | N/A | -5.79 | N/A | | 5-Year | N/A | 1.13 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.22 | 57.66 | -16.44 | 45.76 | -4.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.11 | -16.45 | -2.66 | -18.25 | -0.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SYIMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.32 | -36.77 | -0.55 | | 2007 | | | 13.07 | 0.83 | 12.24 | | 2006 | | | N/A | 15.87 | N/A | | 2005 | | | N/A | 8.82 | N/A | | 2004 | | | N/A | 17.85 | N/A | | 2003 | | | N/A | 33.85 | N/A | | 2002 | | | N/A | -13.25 | N/A | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SYIMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.80 | 12.62 | 17.49 | N/A | | 2008 | -10.79 | 4.03 | -9.88 | -25.05 | | 2007 | 7.50 | 6.05 | 2.81 | -3.53 | | 2006 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 218 | 420 | 51.90 | | 1-Month | 13 | 443 | 2.93 | | 3-Month | 118 | 438 | 26.94 | | 6-Month | 314 | 431 | 72.85 | | 1-Year | 181 | 416 | 43.51 | | 3-Year | | 338 | N/A | | 5-Year | | 248 | N/A |
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