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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.58% | | 5-Year Average Return: | 5.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 59.27% | |
Worst 1-Yr Total Return (2008): | -30.05% | |
Best 3-Yr Total Return (2005-7): | 4.97% | |
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 | 1.58 | 1.11 | 0.47 | 1.53 | 0.05 | | 1-Month | 1.58 | 1.11 | 0.47 | 1.53 | 0.05 | | 3-Month | 6.60 | 5.20 | 1.4 | 1.23 | 5.37 | | 1-Year | 54.80 | 41.66 | 13.14 | 8.51 | 46.29 | | 3-Year | 4.03 | 3.11 | 0.92 | 6.60 | -2.57 | | 5-Year | 5.58 | 4.59 | 0.99 | 5.16 | 0.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.79 | 35.57 | 13.22 | 7.06 | 41.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.26 | 0.74 | 0.52 | 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 | | | 59.27 | 46.70 | 12.57 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SHIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.07 | 26.04 | 15.91 | 6.81 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 238 | 581 | 40.96 | | 1-Month | 296 | 581 | 50.95 | | 3-Month | 74 | 574 | 12.89 | | 6-Month | 51 | 569 | 8.96 | | 1-Year | 39 | 545 | 7.16 | | 3-Year | 181 | 477 | 37.95 | | 5-Year | 114 | 410 | 27.80 |
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1.52% Nasdaq 0.00%
0.02 (0.35%) 
Performance
