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| Morningstar Return Rating: | Above average | | Year to Date Return: | -5.29% | | 5-Year Average Return: | 6.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 62.69% | |
Worst 1-Yr Total Return (2008): | -40.87% | |
Best 3-Yr Total Return (2005-7): | 12.94% | |
Worst 3-Yr Total Return (2006-8): | -7.44% |
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| 1-Year: | 57.69% | | 3-Year: | 2.19% | | 5-Year: | 6.43% | | 10-Year: | -3.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHTBX | Category | Diff | Index* | Diff | | Year To Date | -5.29 | -7.47 | 2.18 | -3.60 | -1.69 | | 1-Month | -5.29 | -7.47 | 2.18 | -3.60 | -1.69 | | 3-Month | 4.35 | 3.77 | 0.58 | 4.16 | 0.19 | | 1-Year | 54.41 | 53.49 | 0.92 | 33.14 | 21.27 | | 3-Year | 1.19 | -2.32 | 3.51 | -7.24 | 8.43 | | 5-Year | 6.70 | 2.84 | 3.86 | 0.18 | 6.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.70 | 59.63 | -6.93 | 45.76 | 6.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.04 | -9.29 | 0.25 | -18.25 | 9.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHTBX | Category | Diff | | 2009 | | | 62.69 | 61.99 | 0.70 | | 2008 | | | -40.87 | -45.33 | 4.46 | | 2007 | | | 14.05 | 16.12 | -2.07 | | 2006 | | | 17.58 | 7.08 | 10.50 | | 2005 | | | 7.41 | 5.76 | 1.65 | | 2004 | | | 3.75 | 4.24 | -0.49 | | 2003 | | | 35.15 | 55.77 | -20.62 | | 2002 | | | -33.55 | -42.86 | 9.31 | | 2001 | | | -22.35 | -36.89 | 14.54 | | 2000 | | | -30.64 | -31.36 | 0.72 |
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| PAST QUARTERLY RETURNS (%) FOR
SHTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.33 | 16.21 | 17.46 | 9.03 | | 2008 | -14.03 | 5.13 | -14.58 | -23.41 | | 2007 | 1.40 | 8.41 | 5.34 | -1.51 | | 2006 | 11.09 | -8.14 | 6.44 | 8.25 | | 2005 | -6.97 | 1.99 | 9.49 | 3.40 | | 2004 | 2.66 | -1.78 | -11.90 | 16.80 | | 2003 | -4.58 | 16.34 | 9.25 | 11.43 | | 2002 | 0.66 | -24.67 | -24.84 | 16.59 | | 2001 | -19.86 | 10.12 | -32.71 | 30.75 | | 2000 | 18.39 | -12.72 | -11.82 | -23.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 36 | 225 | 16.00 | | 1-Month | 33 | 225 | 14.67 | | 3-Month | 69 | 225 | 30.67 | | 6-Month | 30 | 218 | 13.76 | | 1-Year | 60 | 210 | 28.57 | | 3-Year | 28 | 194 | 14.43 | | 5-Year | 18 | 183 | 9.84 |
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1.52% Nasdaq 0.00%
Performance
