|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 37.05% | | 5-Year Average Return: | 0.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 21.69% | |
Worst 1-Yr Total Return (2008): | -47.60% | |
Best 3-Yr Total Return (2004-6): | 18.48% | |
Worst 3-Yr Total Return (2006-8): | -14.03% |
|
| 1-Year: | -3.32% | | 3-Year: | -8.33% | | 5-Year: | 2.31% | | 10-Year: | 0.14% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHGAX | Category | Diff | Index* | Diff | | Year To Date | 37.05 | 31.75 | 5.3 | 29.91 | 7.14 | | 1-Month | 2.26 | 4.47 | -2.21 | 2.00 | 0.26 | | 3-Month | 3.47 | 7.37 | -3.9 | 4.58 | -1.11 | | 1-Year | 46.44 | 38.36 | 8.08 | 37.72 | 8.72 | | 3-Year | -9.03 | -4.57 | -4.46 | -5.52 | -3.51 | | 5-Year | 0.97 | 3.09 | -2.12 | 4.13 | -3.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.15 | 51.30 | 15.85 | 59.35 | 7.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.84 | -13.15 | -5.69 | -14.95 | -3.89 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.60 | -41.91 | -5.69 | | 2007 | | | 3.29 | 11.28 | -7.99 | | 2006 | | | 17.39 | 19.72 | -2.33 | | 2005 | | | 16.44 | 11.61 | 4.83 | | 2004 | | | 21.69 | 15.27 | 6.42 | | 2003 | | | 39.64 | 34.49 | 5.15 | | 2002 | | | -25.23 | -19.36 | -5.87 | | 2001 | | | -17.63 | -17.51 | -0.12 | | 2000 | | | -16.29 | -9.14 | -7.15 | | 1999 | | | 24.12 | 41.13 | -17.01 |
|
| PAST QUARTERLY RETURNS (%) FOR
SHGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.90 | 30.84 | 19.94 | N/A | | 2008 | -9.25 | 0.35 | -21.56 | -26.64 | | 2007 | 3.90 | 7.79 | -2.13 | -5.76 | | 2006 | 12.71 | -4.47 | 0.95 | 8.00 | | 2005 | 0.46 | 2.94 | 9.89 | 2.47 | | 2004 | 7.97 | 0.07 | -2.07 | 15.00 | | 2003 | -6.24 | 18.29 | 10.94 | 13.48 | | 2002 | 1.25 | -8.47 | -19.86 | 0.67 | | 2001 | -16.12 | 7.28 | -19.97 | 14.38 | | 2000 | 9.17 | -7.92 | -3.70 | -13.53 | | 1999 | N/A | N/A | N/A | 18.72 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 157 | 751 | 20.91 | | 1-Month | 124 | 830 | 14.94 | | 3-Month | 770 | 820 | 93.90 | | 6-Month | 356 | 776 | 45.88 | | 1-Year | 105 | 729 | 14.40 | | 3-Year | 364 | 528 | 68.94 | | 5-Year | 256 | 430 | 59.53 |
|
|
|
|
|
0.51% Nasdaq 
Performance
