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| Morningstar Return Rating: | Above average | | Year to Date Return: | 48.65% | | 5-Year Average Return: | 7.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.57% | |
Worst 1-Yr Total Return (2008): | -40.45% | |
Best 3-Yr Total Return (2005-7): | 13.79% | |
Worst 3-Yr Total Return (2006-8): | -6.73% |
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| 1-Year: | 8.51% | | 3-Year: | 1.63% | | 5-Year: | 7.75% | | 10-Year: | 0.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHGTX | Category | Diff | Index* | Diff | | Year To Date | 48.65 | 44.15 | 4.5 | 17.05 | 31.6 | | 1-Month | -0.96 | -3.44 | 2.48 | -1.86 | 0.9 | | 3-Month | 7.21 | 4.68 | 2.53 | 5.48 | 1.73 | | 1-Year | 40.19 | 31.89 | 8.3 | 9.80 | 30.39 | | 3-Year | 2.28 | -1.81 | 4.09 | -7.02 | 9.3 | | 5-Year | 7.47 | 2.63 | 4.84 | 0.33 | 7.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.41 | 57.15 | -3.74 | 45.76 | 7.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.41 | -10.30 | 1.89 | -18.25 | 9.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.45 | -45.33 | 4.88 | | 2007 | | | 14.92 | 16.12 | -1.20 | | 2006 | | | 18.57 | 7.08 | 11.49 | | 2005 | | | 8.14 | 5.76 | 2.38 | | 2004 | | | 4.63 | 4.24 | 0.39 | | 2003 | | | 36.15 | 55.77 | -19.62 | | 2002 | | | -32.98 | -42.86 | 9.88 | | 2001 | | | -21.78 | -36.89 | 15.11 | | 2000 | | | -30.11 | -31.36 | 1.25 | | 1999 | | | 116.23 | 129.22 | -12.99 |
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| PAST QUARTERLY RETURNS (%) FOR
SHGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.55 | 16.37 | 17.74 | N/A | | 2008 | -13.89 | 5.30 | -14.38 | -23.29 | | 2007 | 1.60 | 8.56 | 5.53 | -1.27 | | 2006 | 11.33 | -7.94 | 6.70 | 8.42 | | 2005 | -6.80 | 2.21 | 9.63 | 3.56 | | 2004 | 2.98 | -1.61 | -11.76 | 17.02 | | 2003 | -4.28 | 16.47 | 9.49 | 11.53 | | 2002 | 0.91 | -24.53 | -24.68 | 16.84 | | 2001 | -19.72 | 10.29 | -32.60 | 31.06 | | 2000 | 18.63 | -12.57 | -11.62 | -23.75 | | 1999 | N/A | N/A | N/A | 55.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 74 | 220 | 33.64 | | 1-Month | 77 | 234 | 32.91 | | 3-Month | 70 | 228 | 30.70 | | 6-Month | 91 | 222 | 40.99 | | 1-Year | 52 | 212 | 24.53 | | 3-Year | 29 | 203 | 14.29 | | 5-Year | 14 | 190 | 7.37 |
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0.34% Nasdaq 0.00%
Performance
