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| Morningstar Return Rating: | Below average | | Year to Date Return: | 36.11% | | 5-Year Average Return: | 1.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.05% | |
Worst 1-Yr Total Return (2008): | -36.82% | |
Best 3-Yr Total Return (2004-6): | 11.16% | |
Worst 3-Yr Total Return (2006-8): | -10.76% |
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| 1-Year: | -7.24% | | 3-Year: | -5.19% | | 5-Year: | 1.64% | | 10-Year: | 3.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHNBX | Category | Diff | Index* | Diff | | Year To Date | 36.11 | 40.95 | -4.84 | 6.24 | 29.87 | | 1-Month | 1.98 | 1.53 | 0.45 | 0.49 | 1.49 | | 3-Month | 7.54 | 8.19 | -0.65 | 2.60 | 4.94 | | 1-Year | 19.86 | 35.58 | -15.72 | 13.79 | 6.07 | | 3-Year | -4.18 | 2.61 | -6.79 | 6.35 | -10.53 | | 5-Year | 1.86 | 4.05 | -2.19 | 5.05 | -3.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.99 | 34.85 | -1.86 | 7.06 | 25.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.26 | 0.91 | -16.17 | 7.94 | -23.2 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHNBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.82 | -26.41 | -10.41 | | 2007 | | | 0.27 | 1.47 | -1.20 | | 2006 | | | 12.17 | 10.14 | 2.03 | | 2005 | | | 6.43 | 2.59 | 3.84 | | 2004 | | | 15.05 | 9.99 | 5.06 | | 2003 | | | 30.64 | 24.36 | 6.28 | | 2002 | | | -8.37 | -1.52 | -6.85 | | 2001 | | | 3.05 | 2.39 | 0.66 | | 2000 | | | -7.42 | -7.12 | -0.30 | | 1999 | | | 3.16 | 5.05 | -1.89 |
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| PAST QUARTERLY RETURNS (%) FOR
SHNBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.39 | 19.02 | 11.71 | N/A | | 2008 | -5.33 | 3.22 | -10.29 | -27.93 | | 2007 | 1.53 | 0.08 | -0.56 | -0.76 | | 2006 | 3.26 | 0.82 | 4.40 | 3.21 | | 2005 | -0.88 | 2.60 | 3.86 | 0.77 | | 2004 | 1.32 | 0.83 | 3.36 | 8.96 | | 2003 | 5.43 | 11.24 | 4.36 | 6.73 | | 2002 | -0.34 | -8.04 | -5.35 | 5.62 | | 2001 | 5.42 | -2.85 | -2.86 | 3.58 | | 2000 | -3.10 | 1.73 | 1.22 | -7.22 | | 1999 | N/A | N/A | N/A | 1.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 404 | 547 | 73.86 | | 1-Month | 11 | 577 | 1.91 | | 3-Month | 269 | 573 | 46.95 | | 6-Month | 276 | 553 | 49.91 | | 1-Year | 426 | 546 | 78.02 | | 3-Year | 375 | 471 | 79.62 | | 5-Year | 316 | 401 | 78.80 |
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0.22% Nasdaq 
Performance
