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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.14% | | 5-Year Average Return: | 1.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.73% | |
Worst 1-Yr Total Return (2008): | -48.06% | |
Best 3-Yr Total Return (2004-6): | 17.55% | |
Worst 3-Yr Total Return (2006-8): | -14.70% |
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| 1-Year: | -3.31% | | 3-Year: | -7.90% | | 5-Year: | 2.45% | | 10-Year: | -0.04% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHGBX | Category | Diff | Index* | Diff | | Year To Date | 33.14 | 25.91 | 7.23 | 27.36 | 5.78 | | 1-Month | -4.27 | -2.31 | -1.96 | -1.25 | -3.02 | | 3-Month | 4.90 | 5.52 | -0.62 | 8.10 | -3.2 | | 1-Year | 32.95 | 22.45 | 10.5 | 27.71 | 5.24 | | 3-Year | -9.60 | -5.03 | -4.57 | -5.22 | -4.38 | | 5-Year | 1.24 | 3.41 | -2.17 | 5.10 | -3.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.26 | 50.04 | 16.22 | 59.35 | 6.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.52 | -12.42 | -7.1 | -14.95 | -4.57 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.06 | -41.91 | -6.15 | | 2007 | | | 2.58 | 11.28 | -8.70 | | 2006 | | | 16.48 | 19.72 | -3.24 | | 2005 | | | 15.49 | 11.61 | 3.88 | | 2004 | | | 20.73 | 15.27 | 5.46 | | 2003 | | | 38.55 | 34.49 | 4.06 | | 2002 | | | -25.74 | -19.36 | -6.38 | | 2001 | | | -18.37 | -17.51 | -0.86 | | 2000 | | | -16.85 | -9.14 | -7.71 | | 1999 | | | 23.21 | 41.13 | -17.92 |
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| PAST QUARTERLY RETURNS (%) FOR
SHGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.00 | 30.57 | 19.68 | N/A | | 2008 | -9.38 | 0.16 | -21.74 | -26.88 | | 2007 | 3.69 | 7.64 | -2.35 | -5.89 | | 2006 | 12.53 | -4.67 | 0.69 | 7.84 | | 2005 | 0.29 | 2.67 | 9.64 | 2.29 | | 2004 | 7.79 | -0.16 | -2.28 | 14.81 | | 2003 | -6.42 | 18.01 | 10.87 | 13.17 | | 2002 | 1.17 | -8.72 | -19.98 | 0.49 | | 2001 | -16.31 | 7.02 | -20.18 | 14.18 | | 2000 | 8.98 | -8.08 | -3.87 | -13.64 | | 1999 | N/A | N/A | N/A | 18.52 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 176 | 767 | 22.95 | | 1-Month | 818 | 844 | 96.92 | | 3-Month | 705 | 830 | 84.94 | | 6-Month | 110 | 787 | 13.98 | | 1-Year | 105 | 741 | 14.17 | | 3-Year | 368 | 530 | 69.43 | | 5-Year | 274 | 434 | 63.13 |
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