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| Morningstar Return Rating: | Low | | Year to Date Return: | 1.27% | | 5-Year Average Return: | 1.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 41.16% | |
Worst 1-Yr Total Return (2008): | -36.86% | |
Best 3-Yr Total Return (2005-7): | 6.18% | |
Worst 3-Yr Total Return (2006-8): | -10.78% |
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| 1-Year: | 40.16% | | 3-Year: | -3.67% | | 5-Year: | 1.31% | | 10-Year: | 3.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHNCX | Category | Diff | Index* | Diff | | Year To Date | 1.27 | 1.11 | 0.16 | 1.53 | -0.26 | | 1-Month | 1.27 | 1.11 | 0.16 | 1.53 | -0.26 | | 3-Month | 5.11 | 5.20 | -0.09 | 1.23 | 3.88 | | 1-Year | 39.13 | 41.66 | -2.53 | 8.51 | 30.62 | | 3-Year | -3.34 | 3.11 | -6.45 | 6.60 | -9.94 | | 5-Year | 1.50 | 4.59 | -3.09 | 5.16 | -3.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.88 | 35.57 | -2.69 | 7.06 | 25.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.40 | 0.74 | -16.14 | 7.94 | -23.34 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHNCX | Category | Diff | | 2009 | | | 41.16 | 46.70 | -5.54 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SHNCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.40 | 19.35 | 11.30 | 5.84 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 191 | 581 | 32.87 | | 1-Month | 424 | 581 | 72.98 | | 3-Month | 298 | 574 | 51.92 | | 6-Month | 341 | 569 | 59.93 | | 1-Year | 291 | 545 | 53.39 | | 3-Year | 390 | 477 | 81.76 | | 5-Year | 332 | 410 | 80.98 |
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