|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 38.38% | | 5-Year Average Return: | 2.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.76% | |
Worst 1-Yr Total Return (2008): | -36.50% | |
Best 3-Yr Total Return (2004-6): | 11.87% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
|
| 1-Year: | -7.82% | | 3-Year: | -5.39% | | 5-Year: | 1.58% | | 10-Year: | 3.16% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHNAX | Category | Diff | Index* | Diff | | Year To Date | 38.38 | 42.53 | -4.15 | 7.61 | 30.77 | | 1-Month | 1.04 | 1.09 | -0.05 | 1.29 | -0.25 | | 3-Month | 7.96 | 7.76 | 0.2 | 2.86 | 5.1 | | 1-Year | 38.83 | 48.90 | -10.07 | 11.63 | 27.2 | | 3-Year | -3.55 | 2.47 | -6.02 | 6.40 | -9.95 | | 5-Year | 2.01 | 4.02 | -2.01 | 5.49 | -3.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.07 | 35.54 | -2.47 | 7.06 | 26.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.97 | 0.71 | -15.68 | 7.94 | -22.91 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.50 | -26.41 | -10.09 | | 2007 | | | 0.91 | 1.47 | -0.56 | | 2006 | | | 12.66 | 10.14 | 2.52 | | 2005 | | | 7.36 | 2.59 | 4.77 | | 2004 | | | 15.76 | 9.99 | 5.77 | | 2003 | | | 31.16 | 24.36 | 6.80 | | 2002 | | | -7.59 | -1.52 | -6.07 | | 2001 | | | 3.60 | 2.39 | 1.21 | | 2000 | | | -6.57 | -7.12 | 0.55 | | 1999 | | | 4.08 | 5.05 | -0.97 |
|
| PAST QUARTERLY RETURNS (%) FOR
SHNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.55 | 19.68 | 11.54 | N/A | | 2008 | -5.19 | 3.64 | -10.38 | -27.89 | | 2007 | 1.69 | 0.24 | -0.19 | -0.82 | | 2006 | 3.20 | 0.98 | 4.57 | 3.38 | | 2005 | -0.73 | 2.77 | 4.03 | 1.15 | | 2004 | 1.48 | 1.19 | 3.28 | 9.15 | | 2003 | 5.59 | 11.41 | 4.27 | 6.92 | | 2002 | 0.03 | -8.13 | -4.94 | 5.78 | | 2001 | 5.58 | -2.91 | -2.48 | 3.64 | | 2000 | -2.92 | 1.89 | 1.62 | -7.05 | | 1999 | N/A | N/A | N/A | 1.49 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 358 | 543 | 65.93 | | 1-Month | 258 | 574 | 44.95 | | 3-Month | 148 | 571 | 25.92 | | 6-Month | 340 | 559 | 60.82 | | 1-Year | 349 | 543 | 64.27 | | 3-Year | 382 | 467 | 81.80 | | 5-Year | 316 | 403 | 78.41 |
|
|
|
|
|
0.49% Nasdaq 0.00%
Performance
