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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.73% | | 5-Year Average Return: | 2.73% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 9.33% | |
Worst 1-Yr Total Return (2008): | -22.00% | |
Best 3-Yr Total Return (2005-7): | 2.60% | |
Worst 3-Yr Total Return (2006-8): | -8.33% |
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| 1-Year: | -0.84% | | 3-Year: | -0.26% | | 5-Year: | 1.42% | | 10-Year: | 3.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHPBX | Category | Diff | Index* | Diff | | Year To Date | 30.73 | 18.13 | 12.6 | 24.07 | 6.66 | | 1-Month | 8.67 | 7.23 | 1.44 | 6.00 | 2.67 | | 3-Month | 7.59 | 4.76 | 2.83 | 7.91 | -0.32 | | 1-Year | 39.84 | 26.41 | 13.43 | 25.39 | 14.45 | | 3-Year | 1.85 | -0.30 | 2.15 | -5.79 | 7.64 | | 5-Year | 2.73 | 3.95 | -1.22 | 0.71 | 2.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.37 | 29.96 | 8.41 | 45.76 | -7.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.81 | -11.44 | 9.63 | -18.25 | 16.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.00 | -23.43 | 1.43 | | 2007 | | | 5.36 | 9.27 | -3.91 | | 2006 | | | -6.24 | 4.27 | -10.51 | | 2005 | | | 9.33 | 9.64 | -0.31 | | 2004 | | | 4.59 | 9.84 | -5.25 | | 2003 | | | 12.35 | 32.51 | -20.16 | | 2002 | | | -41.85 | -28.13 | -13.72 | | 2001 | | | -10.16 | -11.26 | 1.10 | | 2000 | | | 55.01 | 56.75 | -1.74 | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SHPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.66 | 14.36 | 13.32 | N/A | | 2008 | -8.71 | -1.43 | 2.82 | -15.70 | | 2007 | 3.75 | 2.88 | 1.72 | -2.96 | | 2006 | -1.00 | -10.65 | 5.27 | 0.69 | | 2005 | -0.78 | 4.58 | 3.70 | 1.60 | | 2004 | -0.90 | 0.33 | 0.17 | 5.02 | | 2003 | -1.11 | 9.13 | -3.42 | 7.78 | | 2002 | -13.24 | -23.47 | -10.65 | -1.99 | | 2001 | -30.91 | 28.08 | -11.75 | 15.04 | | 2000 | 32.51 | 29.32 | 18.76 | -23.83 | | 1999 | N/A | N/A | N/A | 40.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 165 | 4.85 | | 1-Month | 130 | 172 | 75.58 | | 3-Month | 27 | 170 | 15.88 | | 6-Month | 18 | 165 | 10.91 | | 1-Year | 14 | 165 | 8.48 | | 3-Year | 16 | 152 | 10.53 | | 5-Year | 82 | 143 | 57.34 |
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0.02% Nasdaq 0.00%
Performance
