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| Morningstar Return Rating: | High | | Year to Date Return: | 1.55% | | 5-Year Average Return: | 5.84% | | 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 (2007-9): | 7.87% | |
Worst 3-Yr Total Return (2005-7): | 3.86% |
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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 | 1.55 | 1.70 | -0.15 | 1.53 | 0.02 | | 1-Month | 1.55 | 1.70 | -0.15 | 1.53 | 0.02 | | 3-Month | 1.97 | 2.02 | -0.05 | 1.23 | 0.74 | | 1-Year | 11.94 | 15.89 | -3.95 | 8.51 | 3.43 | | 3-Year | 8.47 | 5.02 | 3.45 | 6.60 | 1.87 | | 5-Year | 5.84 | 4.10 | 1.74 | 5.16 | 0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.11 | 13.99 | -4.88 | 7.06 | 2.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 12.20 | 6.56 | 5.64 | 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 | | | 8.41 | 13.97 | -5.56 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
BSHGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.08 | 2.02 | 5.06 | 1.22 | | 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 | -0.45 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 967 | 1180 | 81.95 | | 1-Month | 1014 | 1180 | 85.93 | | 3-Month | 652 | 1165 | 55.97 | | 6-Month | 727 | 1155 | 62.94 | | 1-Year | 667 | 1125 | 59.29 | | 3-Year | 52 | 986 | 5.27 | | 5-Year | 71 | 862 | 8.24 |
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1.52% Nasdaq 0.00%
0.02 (0.19%) 
Performance
