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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.95% | | 5-Year Average Return: | 2.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 3.94% | |
Worst 1-Yr Total Return (2008): | -5.49% | |
Best 3-Yr Total Return (2004-6): | 3.60% | |
Worst 3-Yr Total Return (2006-8): | 0.09% |
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| 1-Year: | 10.95% | | 3-Year: | 3.77% | | 5-Year: | 3.62% | | 10-Year: | 4.47% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHMCX | Category | Diff | Index* | Diff | | Year To Date | 10.95 | 16.73 | -5.78 | 11.61 | -0.66 | | 1-Month | -3.05 | -2.81 | -0.24 | -2.10 | -0.95 | | 3-Month | 4.10 | 6.10 | -2 | 3.15 | 0.95 | | 1-Year | 11.21 | 13.66 | -2.45 | 13.60 | -2.39 | | 3-Year | 2.56 | 1.59 | 0.97 | 4.17 | -1.61 | | 5-Year | 2.84 | 2.76 | 0.08 | 4.15 | -1.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.88 | 13.15 | -2.27 | 9.40 | 1.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.01 | 0.71 | 1.3 | 5.67 | -3.66 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.49 | -11.05 | 5.56 | | 2007 | | | 2.30 | 0.71 | 1.59 | | 2006 | | | 3.70 | 4.58 | -0.88 | | 2005 | | | 3.17 | 3.93 | -0.76 | | 2004 | | | 3.94 | 4.37 | -0.43 | | 2003 | | | 3.70 | 4.27 | -0.57 | | 2002 | | | 5.91 | 8.03 | -2.12 | | 2001 | | | 3.83 | 3.84 | -0.01 | | 2000 | | | 13.37 | 12.79 | 0.58 | | 1999 | | | N/A | -4.60 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SHMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.98 | 1.90 | 9.06 | N/A | | 2008 | -0.60 | 0.97 | -3.74 | -2.17 | | 2007 | 0.87 | -0.27 | 0.81 | 0.88 | | 2006 | 0.35 | 0.23 | 2.10 | 0.99 | | 2005 | 0.58 | 1.84 | 0.35 | 0.38 | | 2004 | 2.03 | -2.20 | 3.24 | 0.90 | | 2003 | 0.69 | 1.92 | -0.31 | 1.35 | | 2002 | -0.50 | 2.79 | 4.39 | -0.80 | | 2001 | 1.23 | -0.17 | 3.90 | -1.12 | | 2000 | 4.49 | 1.44 | 3.28 | 3.56 | | 1999 | N/A | N/A | N/A | -2.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 152 | 164 | 92.68 | | 1-Month | 137 | 164 | 83.54 | | 3-Month | 127 | 164 | 77.44 | | 6-Month | 129 | 164 | 78.66 | | 1-Year | 114 | 163 | 69.94 | | 3-Year | 43 | 152 | 28.29 | | 5-Year | 61 | 141 | 43.26 |
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0.84% Nasdaq 
Performance
