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| Morningstar Return Rating: | Below average | | Year to Date Return: | 52.28% | | 5-Year Average Return: | 3.92% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.05% | |
Worst 1-Yr Total Return (2008): | -30.55% | |
Best 3-Yr Total Return (2004-6): | 7.46% | |
Worst 3-Yr Total Return (2006-8): | -8.40% |
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| 1-Year: | 11.00% | | 3-Year: | 1.69% | | 5-Year: | 3.76% | | 10-Year: | 3.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHIBX | Category | Diff | Index* | Diff | | Year To Date | 52.28 | 42.53 | 9.75 | 7.61 | 44.67 | | 1-Month | 1.11 | 1.09 | 0.02 | 1.29 | -0.18 | | 3-Month | 9.22 | 7.76 | 1.46 | 2.86 | 6.36 | | 1-Year | 58.78 | 48.90 | 9.88 | 11.63 | 47.15 | | 3-Year | 2.41 | 2.47 | -0.06 | 6.40 | -3.99 | | 5-Year | 3.92 | 4.02 | -0.1 | 5.49 | -1.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.99 | 35.54 | 12.45 | 7.06 | 40.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.50 | 0.71 | -0.21 | 7.94 | -7.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.55 | -26.41 | -4.14 | | 2007 | | | -0.35 | 1.47 | -1.82 | | 2006 | | | 11.05 | 10.14 | 0.91 | | 2005 | | | 2.06 | 2.59 | -0.53 | | 2004 | | | 9.49 | 9.99 | -0.50 | | 2003 | | | 26.77 | 24.36 | 2.41 | | 2002 | | | -4.00 | -1.52 | -2.48 | | 2001 | | | -5.23 | 2.39 | -7.62 | | 2000 | | | -9.49 | -7.12 | -2.37 | | 1999 | | | 2.33 | 5.05 | -2.72 |
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| PAST QUARTERLY RETURNS (%) FOR
SHIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.81 | 25.72 | 15.68 | N/A | | 2008 | -3.68 | 2.14 | -9.51 | -22.00 | | 2007 | 2.54 | 0.04 | -1.03 | -1.84 | | 2006 | 2.47 | -0.35 | 3.59 | 4.98 | | 2005 | -2.04 | 2.33 | 1.11 | 0.70 | | 2004 | 1.30 | -0.42 | 4.16 | 4.21 | | 2003 | 6.92 | 9.64 | 2.49 | 5.51 | | 2002 | 0.44 | -5.85 | -4.70 | 6.53 | | 2001 | 3.27 | -6.11 | -7.20 | 5.33 | | 2000 | -2.05 | 0.52 | -1.76 | -6.42 | | 1999 | N/A | N/A | N/A | 2.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 54 | 543 | 9.94 | | 1-Month | 34 | 574 | 5.92 | | 3-Month | 68 | 571 | 11.91 | | 6-Month | 50 | 559 | 8.94 | | 1-Year | 29 | 543 | 5.34 | | 3-Year | 244 | 467 | 52.25 | | 5-Year | 202 | 403 | 50.12 |
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1.27% Nasdaq 
Performance
