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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.97% | | 5-Year Average Return: | 5.56% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.53% | |
Worst 1-Yr Total Return (2005): | 2.00% | |
Best 3-Yr Total Return (2006-8): | 6.03% | |
Worst 3-Yr Total Return (2004-6): | 2.79% |
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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 | BSHGX | Category | Diff | Index* | Diff | | Year To Date | 7.97 | 13.54 | -5.57 | 6.24 | 1.73 | | 1-Month | 0.80 | 0.89 | -0.09 | 0.49 | 0.31 | | 3-Month | 3.18 | 4.14 | -0.96 | 2.60 | 0.58 | | 1-Year | 18.76 | 17.86 | 0.9 | 13.79 | 4.97 | | 3-Year | 7.83 | 4.54 | 3.29 | 6.35 | 1.48 | | 5-Year | 5.56 | 3.85 | 1.71 | 5.05 | 0.51 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.11 | 13.81 | -4.7 | 7.06 | 2.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.20 | 6.49 | 5.71 | 7.94 | 4.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSHGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.53 | -4.70 | 13.23 | | 2007 | | | 6.68 | 4.70 | 1.98 | | 2006 | | | 2.96 | 4.15 | -1.19 | | 2005 | | | 2.00 | 1.80 | 0.20 | | 2004 | | | 3.41 | 3.91 | -0.50 | | 2003 | | | 3.31 | 5.10 | -1.79 | | 2002 | | | 11.54 | 8.04 | 3.50 | | 2001 | | | 7.17 | 7.64 | -0.47 | | 2000 | | | 10.25 | 9.44 | 0.81 | | 1999 | | | -4.33 | -1.35 | -2.98 |
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| PAST QUARTERLY RETURNS (%) FOR
BSHGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.08 | 2.02 | 5.06 | N/A | | 2008 | 2.95 | -1.51 | 0.14 | 6.88 | | 2007 | 1.37 | -0.70 | 2.76 | 3.13 | | 2006 | -1.12 | -0.29 | 3.55 | 0.85 | | 2005 | -0.55 | 3.34 | -1.10 | 0.35 | | 2004 | 2.66 | -3.07 | 3.20 | 0.71 | | 2003 | 1.49 | 3.03 | -0.76 | -0.44 | | 2002 | -0.47 | 4.45 | 6.65 | 0.61 | | 2001 | 2.53 | -0.34 | 5.49 | -0.58 | | 2000 | 2.85 | 1.67 | 2.53 | 2.84 | | 1999 | N/A | N/A | N/A | -0.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 897 | 1122 | 79.95 | | 1-Month | 407 | 1164 | 34.97 | | 3-Month | 796 | 1154 | 68.98 | | 6-Month | 736 | 1133 | 64.96 | | 1-Year | 393 | 1113 | 35.31 | | 3-Year | 47 | 957 | 4.91 | | 5-Year | 56 | 845 | 6.63 |
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0.22% Nasdaq 
0.04 (0.36%) 
Performance
