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| Morningstar Return Rating: | Average | | Year to Date Return: | 51.62% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.97% | |
Worst 1-Yr Total Return (2008): | -31.37% | |
Best 3-Yr Total Return (2004-6): | 8.31% | |
Worst 3-Yr Total Return (2006-8): | -8.99% |
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| 1-Year: | 11.10% | | 3-Year: | 0.58% | | 5-Year: | 3.19% | | 10-Year: | 5.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SAHYX | Category | Diff | Index* | Diff | | Year To Date | 51.62 | 42.53 | 9.09 | 7.61 | 44.01 | | 1-Month | 0.63 | 1.09 | -0.46 | 1.29 | -0.66 | | 3-Month | 7.84 | 7.76 | 0.08 | 2.86 | 4.98 | | 1-Year | 58.12 | 48.90 | 9.22 | 11.63 | 46.49 | | 3-Year | 1.69 | 2.47 | -0.78 | 6.40 | -4.71 | | 5-Year | 3.91 | 4.02 | -0.11 | 5.49 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.29 | 35.54 | 11.75 | 7.06 | 40.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.73 | 0.71 | 0.02 | 7.94 | -7.21 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SAHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.37 | -26.41 | -4.96 | | 2007 | | | -0.07 | 1.47 | -1.54 | | 2006 | | | 9.92 | 10.14 | -0.22 | | 2005 | | | 4.15 | 2.59 | 1.56 | | 2004 | | | 10.97 | 9.99 | 0.98 | | 2003 | | | 23.83 | 24.36 | -0.53 | | 2002 | | | 6.42 | -1.52 | 7.94 | | 2001 | | | 4.21 | 2.39 | 1.82 | | 2000 | | | -3.59 | -7.12 | 3.53 | | 1999 | | | 7.03 | 5.05 | 1.98 |
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| PAST QUARTERLY RETURNS (%) FOR
SAHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.22 | 24.10 | 16.10 | N/A | | 2008 | -4.12 | 2.04 | -10.09 | -21.98 | | 2007 | 2.50 | 0.00 | -0.75 | -1.77 | | 2006 | 2.31 | -0.66 | 3.79 | 4.19 | | 2005 | -1.73 | 3.25 | 1.76 | 0.87 | | 2004 | 1.54 | -0.93 | 5.43 | 4.64 | | 2003 | 6.34 | 7.81 | 2.19 | 5.70 | | 2002 | 4.72 | -4.52 | -1.87 | 8.47 | | 2001 | 3.39 | 1.30 | -6.87 | 6.84 | | 2000 | -0.79 | 0.21 | 0.82 | -3.82 | | 1999 | N/A | N/A | N/A | 4.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 65 | 543 | 11.97 | | 1-Month | 154 | 574 | 26.83 | | 3-Month | 256 | 571 | 44.83 | | 6-Month | 72 | 559 | 12.88 | | 1-Year | 44 | 543 | 8.10 | | 3-Year | 307 | 467 | 65.74 | | 5-Year | 222 | 403 | 55.09 |
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0.26% Nasdaq 0.00%
Performance
