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| Morningstar Return Rating: | Above average | | Year to Date Return: | 47.67% | | 5-Year Average Return: | 6.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.58% | |
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: | 9.29% | | 3-Year: | 1.94% | | 5-Year: | 7.93% | | 10-Year: | -0.09% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHTBX | Category | Diff | Index* | Diff | | Year To Date | 47.67 | 44.15 | 3.52 | 17.05 | 30.62 | | 1-Month | -1.04 | -3.44 | 2.4 | -1.86 | 0.82 | | 3-Month | 6.98 | 4.68 | 2.3 | 5.48 | 1.5 | | 1-Year | 39.16 | 31.89 | 7.27 | 9.80 | 29.36 | | 3-Year | 1.52 | -1.81 | 3.33 | -7.02 | 8.54 | | 5-Year | 6.65 | 2.63 | 4.02 | 0.33 | 6.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.70 | 57.15 | -4.45 | 45.76 | 6.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.04 | -10.30 | 1.26 | -18.25 | 9.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 114.62 | 129.22 | -14.60 |
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| PAST QUARTERLY RETURNS (%) FOR
SHTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.33 | 16.21 | 17.46 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 55.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 81 | 220 | 36.82 | | 1-Month | 81 | 234 | 34.62 | | 3-Month | 84 | 228 | 36.84 | | 6-Month | 104 | 222 | 46.85 | | 1-Year | 60 | 212 | 28.30 | | 3-Year | 45 | 203 | 22.17 | | 5-Year | 20 | 190 | 10.53 |
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0.06% Nasdaq 
Performance
