Performance Summary
As of December 31, 2022

Mid Cap Core Strategy
Benchmark: S&P 400 Midcap Index

  Quarter Fiscal
YTD
1-Year 3-Year 5-Year 10-Year 15-Year 20-Year Since
Inception
SSIF 13.64% 12.68% -8.88% 9.49% 9.01% 12.44% 10.41% 11.96% 8.84%
S&P 400 Benchmark* 10.78% 8.05% -13.06% 7.23% 6.71% 10.78% 8.87% 10.66% 9.03%
Difference 2.86%  4.63%  4.18%  2.26%  2.31%  1.66% 1.54% 1.31% -0.19%
Tracking Error**      5.47% 4.84% 4.87% 4.08% 4.22% 4.55% 5.15%
Information Ratio***   0.76   0.47   0.47   0.41  0.36 0.29 -0.04 
Months>Benchmark  50% 50% 50% 52% 53% 51% 50%

Periods greater than one year are annualized.

Inception: June 30, 2000
* Performance of the benchmark is reported for the S&P Midcap 400 Total Return Index (Source: Bloomberg SPTRMDCP Index).
** Tracking error is annualized and based on monthly return differences relative to the benchmark.
*** Information ratio is the ratio of the annualized relative return divided by the tracking error.

SIU Foundation portfolio value as of December 31, 2022: $3,364,576.89