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| Morningstar Return Rating: | Average | | Year to Date Return: | 53.27% | | 5-Year Average Return: | 4.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.87% | |
Worst 1-Yr Total Return (2008): | -30.05% | |
Best 3-Yr Total Return (2004-6): | 8.37% | |
Worst 3-Yr Total Return (2006-8): | -7.71% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHIYX | Category | Diff | Index* | Diff | | Year To Date | 53.27 | 42.53 | 10.74 | 7.61 | 45.66 | | 1-Month | 0.99 | 1.09 | -0.1 | 1.29 | -0.3 | | 3-Month | 9.23 | 7.76 | 1.47 | 2.86 | 6.37 | | 1-Year | 59.93 | 48.90 | 11.03 | 11.63 | 48.3 | | 3-Year | 3.17 | 2.47 | 0.7 | 6.40 | -3.23 | | 5-Year | 4.72 | 4.02 | 0.7 | 5.49 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.79 | 35.54 | 13.25 | 7.06 | 41.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.26 | 0.71 | 0.55 | 7.94 | -6.68 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.05 | -26.41 | -3.64 | | 2007 | | | 0.44 | 1.47 | -1.03 | | 2006 | | | 11.87 | 10.14 | 1.73 | | 2005 | | | 2.94 | 2.59 | 0.35 | | 2004 | | | 10.53 | 9.99 | 0.54 | | 2003 | | | 27.68 | 24.36 | 3.32 | | 2002 | | | -3.22 | -1.52 | -1.70 | | 2001 | | | -4.39 | 2.39 | -6.78 | | 2000 | | | -8.60 | -7.12 | -1.48 | | 1999 | | | 3.22 | 5.05 | -1.83 |
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| PAST QUARTERLY RETURNS (%) FOR
SHIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.07 | 26.04 | 15.91 | N/A | | 2008 | -3.61 | 2.54 | -9.48 | -21.82 | | 2007 | 2.73 | 0.24 | -1.00 | -1.48 | | 2006 | 2.66 | -0.18 | 3.64 | 5.33 | | 2005 | -1.84 | 2.40 | 1.47 | 0.92 | | 2004 | 1.64 | -0.21 | 4.22 | 4.57 | | 2003 | 7.17 | 9.87 | 2.56 | 5.72 | | 2002 | 0.51 | -5.63 | -4.45 | 6.79 | | 2001 | 3.38 | -5.93 | -6.98 | 5.69 | | 2000 | -1.82 | 0.64 | -1.41 | -6.18 | | 1999 | N/A | N/A | N/A | 3.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 543 | 8.84 | | 1-Month | 22 | 574 | 3.83 | | 3-Month | 45 | 571 | 7.88 | | 6-Month | 39 | 559 | 6.98 | | 1-Year | 21 | 543 | 3.87 | | 3-Year | 163 | 467 | 34.90 | | 5-Year | 124 | 403 | 30.77 |
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0.44% Nasdaq 
0.02 (0.35%) 
Performance
