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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.09% | | 5-Year Average Return: | -0.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.22% | |
Worst 1-Yr Total Return (2008): | -18.32% | |
Best 3-Yr Total Return (2004-6): | 3.02% | |
Worst 3-Yr Total Return (2006-8): | -4.47% |
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| 1-Year: | -7.79% | | 3-Year: | -3.38% | | 5-Year: | -0.89% | | 10-Year: | 2.35% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SZIBX | Category | Diff | Index* | Diff | | Year To Date | 9.09 | 13.54 | -4.45 | 6.24 | 2.85 | | 1-Month | 0.31 | 0.89 | -0.58 | 0.49 | -0.18 | | 3-Month | 2.43 | 4.14 | -1.71 | 2.60 | -0.17 | | 1-Year | 4.36 | 17.86 | -13.5 | 13.79 | -9.43 | | 3-Year | -2.62 | 4.54 | -7.16 | 6.35 | -8.97 | | 5-Year | -0.65 | 3.85 | -4.5 | 5.05 | -5.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.80 | 13.81 | -3.01 | 7.06 | 3.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.19 | 6.49 | -14.68 | 7.94 | -16.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SZIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.32 | -4.70 | -13.62 | | 2007 | | | 3.12 | 4.70 | -1.58 | | 2006 | | | 3.51 | 4.15 | -0.64 | | 2005 | | | 1.34 | 1.80 | -0.46 | | 2004 | | | 4.22 | 3.91 | 0.31 | | 2003 | | | 3.96 | 5.10 | -1.14 | | 2002 | | | 6.56 | 8.04 | -1.48 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SZIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.14 | 4.00 | 4.71 | N/A | | 2008 | -1.35 | -0.76 | -5.34 | -11.86 | | 2007 | 1.28 | -0.87 | 1.55 | 1.13 | | 2006 | -0.53 | -0.53 | 3.45 | 1.13 | | 2005 | -0.67 | 2.75 | -0.76 | 0.06 | | 2004 | 2.58 | -2.70 | 3.21 | 1.18 | | 2003 | 1.23 | 2.64 | -0.43 | 0.49 | | 2002 | -1.19 | 2.79 | 3.68 | 1.18 | | 2001 | N/A | N/A | 2.78 | -0.32 | | 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 | 852 | 1122 | 75.94 | | 1-Month | 1117 | 1164 | 95.96 | | 3-Month | 1130 | 1154 | 97.92 | | 6-Month | 713 | 1133 | 62.93 | | 1-Year | 920 | 1113 | 82.66 | | 3-Year | 768 | 957 | 80.25 | | 5-Year | 690 | 845 | 81.66 |
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0.50% Nasdaq 0.00%
0.04 (0.39%) 
Performance
