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| Morningstar Return Rating: | | | Year to Date Return: | 25.36% | | 5-Year Average Return: | N/A | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -18.95% | |
Worst 1-Yr Total Return (2008): | -18.95% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | SHMIX | Category | Diff | Index* | Diff | | Year To Date | 25.36 | 29.02 | -3.66 | 12.53 | 12.83 | | 1-Month | 0.28 | -0.32 | 0.6 | 0.83 | -0.55 | | 3-Month | 5.36 | 5.60 | -0.24 | 2.25 | 3.11 | | 1-Year | 18.23 | 19.35 | -1.12 | 14.17 | 4.06 | | 3-Year | N/A | -2.41 | N/A | 4.17 | N/A | | 5-Year | N/A | 1.50 | N/A | 4.50 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.83 | 22.91 | -4.08 | 9.40 | 9.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.73 | -6.58 | 2.85 | 5.67 | -9.4 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.95 | -25.27 | 6.32 | | 2007 | | | N/A | -3.31 | N/A | | 2006 | | | N/A | 7.14 | N/A | | 2005 | | | N/A | 6.35 | N/A | | 2004 | | | N/A | 6.57 | N/A | | 2003 | | | N/A | 7.01 | N/A | | 2002 | | | N/A | 6.29 | N/A | | 2001 | | | N/A | 5.41 | N/A | | 2000 | | | N/A | 5.54 | N/A | | 1999 | | | N/A | -3.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SHMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.50 | 6.28 | 11.38 | N/A | | 2008 | -1.58 | 1.23 | -5.68 | -13.75 | | 2007 | N/A | -0.46 | -1.15 | -1.77 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 117 | 151 | 77.48 | | 1-Month | 113 | 153 | 73.86 | | 3-Month | 88 | 153 | 57.52 | | 6-Month | 96 | 151 | 63.58 | | 1-Year | 86 | 149 | 57.72 | | 3-Year | | 130 | N/A | | 5-Year | | 108 | N/A |
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