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| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.64% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 36.43% | |
Worst 1-Yr Total Return (2008): | -21.30% | |
Best 3-Yr Total Return (2007-9): | 4.41% | |
Worst 3-Yr Total Return (2006-8): | -7.67% |
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| 1-Year: | 28.58% | | 3-Year: | 2.36% | | 5-Year: | 2.17% | | 10-Year: | 0.90% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHPAX | Category | Diff | Index* | Diff | | Year To Date | -0.64 | 0.35 | -0.99 | -3.60 | 2.96 | | 1-Month | -0.64 | 0.35 | -0.99 | -3.60 | 2.96 | | 3-Month | 12.17 | 11.54 | 0.63 | 4.16 | 8.01 | | 1-Year | 37.85 | 24.07 | 13.78 | 33.14 | 4.71 | | 3-Year | 2.16 | -0.24 | 2.4 | -7.24 | 9.4 | | 5-Year | 3.91 | 4.22 | -0.31 | 0.18 | 3.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.69 | 30.14 | 8.55 | 45.76 | -7.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.28 | -11.29 | 10.01 | -18.25 | 16.97 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHPAX | Category | Diff | | 2009 | | | 36.43 | 22.48 | 13.95 | | 2008 | | | -21.30 | -23.43 | 2.13 | | 2007 | | | 5.99 | 9.27 | -3.28 | | 2006 | | | -5.65 | 4.27 | -9.92 | | 2005 | | | 10.01 | 9.64 | 0.37 | | 2004 | | | 5.18 | 9.84 | -4.66 | | 2003 | | | 13.07 | 32.51 | -19.44 | | 2002 | | | -41.54 | -28.13 | -13.41 | | 2001 | | | -9.49 | -11.26 | 1.77 | | 2000 | | | 56.17 | 56.75 | -0.58 |
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| PAST QUARTERLY RETURNS (%) FOR
SHPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.55 | 14.59 | 13.37 | 10.03 | | 2008 | -8.61 | -1.28 | 3.21 | -15.47 | | 2007 | 3.87 | 3.02 | 1.91 | -2.81 | | 2006 | -0.83 | -10.56 | 5.44 | 0.88 | | 2005 | -0.68 | 4.89 | 3.78 | 1.75 | | 2004 | -0.80 | 0.48 | 0.32 | 5.18 | | 2003 | -0.90 | 9.28 | -3.25 | 7.92 | | 2002 | -13.13 | -23.42 | -10.46 | -1.86 | | 2001 | -30.73 | 28.24 | -11.55 | 15.18 | | 2000 | 32.61 | 29.64 | 19.01 | -23.67 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 131 | 166 | 78.92 | | 1-Month | 104 | 166 | 62.65 | | 3-Month | 66 | 166 | 39.76 | | 6-Month | 22 | 164 | 13.41 | | 1-Year | 6 | 159 | 3.77 | | 3-Year | 17 | 151 | 11.26 | | 5-Year | 57 | 138 | 41.30 |
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1.52% Nasdaq 0.00%
Performance
