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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.09% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.79% | |
Worst 1-Yr Total Return (2008): | -47.95% | |
Best 3-Yr Total Return (2004-6): | 17.61% | |
Worst 3-Yr Total Return (2006-8): | -14.66% |
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| 1-Year: | 0.79% | | 3-Year: | -7.19% | | 5-Year: | 2.78% | | 10-Year: | -0.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHGCX | Category | Diff | Index* | Diff | | Year To Date | 33.09 | 25.91 | 7.18 | 27.36 | 5.73 | | 1-Month | -4.24 | -2.31 | -1.93 | -1.25 | -2.99 | | 3-Month | 4.99 | 5.52 | -0.53 | 8.10 | -3.11 | | 1-Year | 33.09 | 22.45 | 10.64 | 27.71 | 5.38 | | 3-Year | -9.58 | -5.03 | -4.55 | -5.22 | -4.36 | | 5-Year | 1.29 | 3.41 | -2.12 | 5.10 | -3.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.27 | 50.04 | 16.23 | 59.35 | 6.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.53 | -12.42 | -7.11 | -14.95 | -4.58 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.95 | -41.91 | -6.04 | | 2007 | | | 2.49 | 11.28 | -8.79 | | 2006 | | | 16.49 | 19.72 | -3.23 | | 2005 | | | 15.60 | 11.61 | 3.99 | | 2004 | | | 20.79 | 15.27 | 5.52 | | 2003 | | | 38.79 | 34.49 | 4.30 | | 2002 | | | -25.81 | -19.36 | -6.45 | | 2001 | | | -18.36 | -17.51 | -0.85 | | 2000 | | | -16.87 | -9.14 | -7.73 | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SHGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.08 | 30.58 | 19.70 | N/A | | 2008 | -9.35 | 0.16 | -21.73 | -26.77 | | 2007 | 3.68 | 7.61 | -2.28 | -5.99 | | 2006 | 12.48 | -4.65 | 0.75 | 7.81 | | 2005 | 0.22 | 2.74 | 9.69 | 2.35 | | 2004 | 7.77 | -0.16 | -2.27 | 14.87 | | 2003 | -6.30 | 17.98 | 10.86 | 13.25 | | 2002 | 1.17 | -8.71 | -19.96 | 0.36 | | 2001 | -16.30 | 7.02 | -20.16 | 14.17 | | 2000 | 8.91 | -8.03 | -3.92 | -13.62 | | 1999 | N/A | N/A | N/A | 18.57 |
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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 | 713 | 830 | 85.90 | | 6-Month | 102 | 787 | 12.96 | | 1-Year | 104 | 741 | 14.04 | | 3-Year | 366 | 530 | 69.06 | | 5-Year | 273 | 434 | 62.90 |
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0.22% Nasdaq 
Performance
