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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.72% | | 5-Year Average Return: | -9.77% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 18.68% | |
Worst 1-Yr Total Return (2008): | -53.95% | |
Best 3-Yr Total Return (2004-6): | 10.53% | |
Worst 3-Yr Total Return (2006-8): | -22.95% |
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| 1-Year: | -24.08% | | 3-Year: | -21.20% | | 5-Year: | -9.49% | | 10-Year: | -2.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SIFEX | Category | Diff | Index* | Diff | | Year To Date | 16.72 | 20.35 | -3.63 | 17.05 | -0.33 | | 1-Month | -6.47 | -4.96 | -1.51 | -1.86 | -4.61 | | 3-Month | 6.00 | 5.78 | 0.22 | 5.48 | 0.52 | | 1-Year | -1.09 | 6.97 | -8.06 | 9.80 | -10.89 | | 3-Year | -22.09 | -15.39 | -6.7 | -7.02 | -15.07 | | 5-Year | -9.77 | -5.49 | -4.28 | 0.33 | -10.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.88 | 76.37 | 5.51 | 45.76 | 36.12 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.64 | -13.57 | -12.07 | -18.25 | -7.39 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SIFEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.95 | -43.91 | -10.04 | | 2007 | | | -16.29 | -11.64 | -4.65 | | 2006 | | | 18.68 | 16.90 | 1.78 | | 2005 | | | 6.01 | 6.74 | -0.73 | | 2004 | | | 7.32 | 14.02 | -6.70 | | 2003 | | | 29.16 | 33.56 | -4.40 | | 2002 | | | -13.69 | -10.28 | -3.41 | | 2001 | | | -2.89 | -2.05 | -0.84 | | 2000 | | | 20.94 | 27.74 | -6.80 | | 1999 | | | -8.45 | -1.79 | -6.66 |
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| PAST QUARTERLY RETURNS (%) FOR
SIFEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -20.72 | 24.07 | 26.87 | N/A | | 2008 | -13.64 | -18.12 | 0.89 | -35.46 | | 2007 | -3.38 | 2.34 | -3.77 | -12.03 | | 2006 | 3.54 | -1.25 | 7.56 | 7.93 | | 2005 | -5.38 | 3.09 | 1.38 | 7.19 | | 2004 | 4.38 | -4.13 | 0.68 | 6.52 | | 2003 | -3.68 | 17.95 | 3.09 | 10.28 | | 2002 | 6.82 | -4.14 | -14.98 | -0.85 | | 2001 | -5.12 | 7.23 | -8.79 | 4.65 | | 2000 | -1.58 | -5.44 | 18.89 | 9.31 | | 1999 | N/A | N/A | N/A | -0.89 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 69 | 129 | 53.49 | | 1-Month | 76 | 129 | 58.91 | | 3-Month | 65 | 129 | 50.39 | | 6-Month | 70 | 129 | 54.26 | | 1-Year | 53 | 122 | 43.44 | | 3-Year | 69 | 107 | 64.49 | | 5-Year | 62 | 101 | 61.39 |
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0.43% Nasdaq 
0.01 (0.60%) 
Performance
