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| Morningstar Return Rating: | Above average | | Year to Date Return: | 8.26% | | 5-Year Average Return: | 3.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.42% | |
Worst 1-Yr Total Return (2008): | -1.02% | |
Best 3-Yr Total Return (2004-6): | 3.43% | |
Worst 3-Yr Total Return (2006-8): | 1.94% |
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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 | BSHIX | Category | Diff | Index* | Diff | | Year To Date | 8.26 | 10.18 | -1.92 | 11.61 | -3.35 | | 1-Month | -1.56 | -1.87 | 0.31 | -2.10 | 0.54 | | 3-Month | 2.26 | 2.32 | -0.06 | 3.15 | -0.89 | | 1-Year | 10.74 | 11.23 | -0.49 | 13.60 | -2.86 | | 3-Year | 3.36 | 3.24 | 0.12 | 4.17 | -0.81 | | 5-Year | 3.30 | 3.05 | 0.25 | 4.15 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.86 | 7.93 | -1.07 | 9.40 | -2.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.79 | 4.52 | 0.27 | 5.67 | -0.88 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.02 | -2.81 | 1.79 | | 2007 | | | 2.50 | 2.05 | 0.45 | | 2006 | | | 4.42 | 3.77 | 0.65 | | 2005 | | | 2.51 | 2.08 | 0.43 | | 2004 | | | 3.36 | 2.88 | 0.48 | | 2003 | | | 5.27 | 4.03 | 1.24 | | 2002 | | | 10.02 | 8.12 | 1.90 | | 2001 | | | 4.25 | 4.37 | -0.12 | | 2000 | | | 12.61 | 9.62 | 2.99 | | 1999 | | | -2.65 | -2.66 | 0.01 |
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| PAST QUARTERLY RETURNS (%) FOR
BSHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.25 | 1.13 | 5.33 | N/A | | 2008 | -0.83 | 0.38 | -2.64 | 2.13 | | 2007 | 0.51 | -0.84 | 1.72 | 1.11 | | 2006 | -0.14 | -0.02 | 3.40 | 1.15 | | 2005 | -0.38 | 2.48 | -0.28 | 0.69 | | 2004 | 1.25 | -2.22 | 3.62 | 0.76 | | 2003 | 1.20 | 2.63 | 0.12 | 1.23 | | 2002 | 1.16 | 3.90 | 4.64 | 0.03 | | 2001 | 2.00 | 0.70 | 2.62 | -1.10 | | 2000 | 3.17 | 1.44 | 2.35 | 5.13 | | 1999 | N/A | N/A | N/A | -0.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 167 | 257 | 64.98 | | 1-Month | 128 | 257 | 49.81 | | 3-Month | 120 | 257 | 46.69 | | 6-Month | 143 | 257 | 55.64 | | 1-Year | 104 | 256 | 40.63 | | 3-Year | 88 | 247 | 35.63 | | 5-Year | 59 | 237 | 24.89 |
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1.00% Nasdaq 
0.01 (0.09%) 
Performance
