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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.35% | | 5-Year Average Return: | -1.61% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.00% | |
Worst 1-Yr Total Return (2008): | -35.62% | |
Best 3-Yr Total Return (2004-6): | 12.15% | |
Worst 3-Yr Total Return (2006-8): | -9.52% |
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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 | USISX | Category | Diff | Index* | Diff | | Year To Date | 14.35 | 21.73 | -7.38 | 24.07 | -9.72 | | 1-Month | 5.30 | 5.16 | 0.14 | 6.00 | -0.7 | | 3-Month | 6.56 | 6.45 | 0.11 | 7.91 | -1.35 | | 1-Year | 16.89 | 24.67 | -7.78 | 25.39 | -8.5 | | 3-Year | -10.08 | -7.33 | -2.75 | -5.79 | -4.29 | | 5-Year | -1.61 | 0.27 | -1.88 | 0.71 | -2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.39 | 47.53 | -7.14 | 45.76 | -5.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.25 | -16.99 | -3.26 | -18.25 | -2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.62 | -37.09 | 1.47 | | 2007 | | | -3.31 | 1.42 | -4.73 | | 2006 | | | 19.00 | 18.15 | 0.85 | | 2005 | | | 5.83 | 5.95 | -0.12 | | 2004 | | | 12.02 | 12.97 | -0.95 | | 2003 | | | 25.76 | 28.44 | -2.68 | | 2002 | | | -19.00 | -18.69 | -0.31 | | 2001 | | | -4.18 | -4.99 | 0.81 | | 2000 | | | 10.83 | 7.87 | 2.96 | | 1999 | | | 2.46 | 6.72 | -4.26 |
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| PAST QUARTERLY RETURNS (%) FOR
USISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.47 | 13.40 | 15.45 | N/A | | 2008 | -9.46 | -5.74 | -5.07 | -20.54 | | 2007 | 0.19 | 4.76 | -1.48 | -6.49 | | 2006 | 5.29 | -0.75 | 6.71 | 6.71 | | 2005 | -1.19 | 3.21 | 2.72 | 1.01 | | 2004 | 3.12 | -0.14 | 0.47 | 8.26 | | 2003 | -5.63 | 14.09 | 1.37 | 15.24 | | 2002 | 3.69 | -8.65 | -20.13 | 7.07 | | 2001 | -3.96 | 2.87 | -8.29 | 5.75 | | 2000 | 0.90 | -0.35 | 4.52 | 5.45 | | 1999 | N/A | N/A | N/A | 0.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1111 | 1293 | 85.92 | | 1-Month | 521 | 1338 | 38.94 | | 3-Month | 425 | 1329 | 31.98 | | 6-Month | 792 | 1320 | 60.00 | | 1-Year | 939 | 1280 | 73.36 | | 3-Year | 803 | 1088 | 73.81 | | 5-Year | 658 | 917 | 71.76 |
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0.51% Nasdaq 
Performance
