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| Morningstar Return Rating: | | | Year to Date Return: | -27.26% | | 5-Year Average Return: | -4.53% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2008): | 23.71% | |
Worst 1-Yr Total Return (2004): | -16.92% | |
Best 3-Yr Total Return (2006-8): | 4.70% | |
Worst 3-Yr Total Return (2004-6): | -10.56% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHPIX | Category | Diff | Index* | Diff | | Year To Date | -27.26 | -32.82 | 5.56 | 0.97 | -28.23 | | 1-Month | -3.71 | -6.71 | 3 | 0.03 | -3.74 | | 3-Month | -3.65 | -10.40 | 6.75 | 0.09 | -3.74 | | 1-Year | -34.00 | -38.30 | 4.3 | 1.34 | -35.34 | | 3-Year | -1.77 | -8.63 | 6.86 | 3.61 | -5.38 | | 5-Year | -4.53 | -7.13 | 2.6 | 3.76 | -8.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | -42.27 | -41.32 | -0.95 | 0.68 | -42.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.49 | -16.58 | 10.09 | 2.21 | -8.7 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 23.71 | 29.95 | -6.24 | | 2007 | | | 5.05 | -6.03 | 11.08 | | 2006 | | | -11.67 | -8.88 | -2.79 | | 2005 | | | -2.52 | -4.41 | 1.89 | | 2004 | | | -16.92 | -14.16 | -2.76 | | 2003 | | | -34.74 | -30.33 | -4.41 | | 2002 | | | N/A | 28.87 | N/A | | 2001 | | | N/A | 11.90 | N/A | | 2000 | | | N/A | 10.68 | N/A | | 1999 | | | N/A | -26.73 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SHPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.35 | -20.89 | -17.77 | N/A | | 2008 | 9.82 | -1.33 | -2.45 | 17.04 | | 2007 | -0.57 | -2.80 | 3.53 | 4.98 | | 2006 | -11.34 | 6.22 | 0.56 | -6.73 | | 2005 | 6.03 | -4.15 | -3.79 | -0.30 | | 2004 | -6.65 | -1.23 | 2.32 | -11.93 | | 2003 | 3.73 | -19.92 | -9.29 | -13.38 | | 2002 | N/A | N/A | 23.79 | -7.60 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 49 | 105 | 46.67 | | 1-Month | 72 | 105 | 68.57 | | 3-Month | 21 | 105 | 20.00 | | 6-Month | 37 | 105 | 35.24 | | 1-Year | 42 | 103 | 40.78 | | 3-Year | 23 | 95 | 24.21 | | 5-Year | 28 | 65 | 43.08 |
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0.20% Nasdaq 
0.13 (0.97%) 
Performance
