|
| Morningstar Return Rating: | Low | | Year to Date Return: | 37.35% | | 5-Year Average Return: | 1.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.24% | |
Worst 1-Yr Total Return (2008): | -36.86% | |
Best 3-Yr Total Return (2004-6): | 11.21% | |
Worst 3-Yr Total Return (2006-8): | -10.78% |
|
| 1-Year: | -4.63% | | 3-Year: | -4.48% | | 5-Year: | 1.94% | | 10-Year: | 3.01% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHNCX | Category | Diff | Index* | Diff | | Year To Date | 37.35 | 42.53 | -5.18 | 7.61 | 29.74 | | 1-Month | 0.99 | 1.09 | -0.1 | 1.29 | -0.3 | | 3-Month | 7.75 | 7.76 | -0.01 | 2.86 | 4.89 | | 1-Year | 37.74 | 48.90 | -11.16 | 11.63 | 26.11 | | 3-Year | -4.19 | 2.47 | -6.66 | 6.40 | -10.59 | | 5-Year | 1.38 | 4.02 | -2.64 | 5.49 | -4.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.88 | 35.54 | -2.66 | 7.06 | 25.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.40 | 0.71 | -16.11 | 7.94 | -23.34 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHNCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.86 | -26.41 | -10.45 | | 2007 | | | 0.30 | 1.47 | -1.17 | | 2006 | | | 12.15 | 10.14 | 2.01 | | 2005 | | | 6.43 | 2.59 | 3.84 | | 2004 | | | 15.24 | 9.99 | 5.25 | | 2003 | | | 30.22 | 24.36 | 5.86 | | 2002 | | | -8.12 | -1.52 | -6.60 | | 2001 | | | 2.84 | 2.39 | 0.45 | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SHNCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.40 | 19.35 | 11.30 | N/A | | 2008 | -5.53 | 3.46 | -10.47 | -27.85 | | 2007 | 1.53 | 0.09 | -0.56 | -0.75 | | 2006 | 3.03 | 1.04 | 4.39 | 3.20 | | 2005 | -0.87 | 2.37 | 4.08 | 0.77 | | 2004 | 1.32 | 1.03 | 3.11 | 9.18 | | 2003 | 5.43 | 11.18 | 4.09 | 6.73 | | 2002 | -0.16 | -8.24 | -5.33 | 5.94 | | 2001 | 5.40 | -3.06 | -2.84 | 3.60 | | 2000 | N/A | N/A | N/A | -7.05 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 543 | 72.93 | | 1-Month | 137 | 574 | 23.87 | | 3-Month | 182 | 571 | 31.87 | | 6-Month | 346 | 559 | 61.90 | | 1-Year | 360 | 543 | 66.30 | | 3-Year | 385 | 467 | 82.44 | | 5-Year | 323 | 403 | 80.15 |
|
|
|
|
|
0.31% Nasdaq 
0.05%
Performance
