|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 47.77% | | 5-Year Average Return: | 6.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.67% | |
Worst 1-Yr Total Return (2008): | -40.91% | |
Best 3-Yr Total Return (2005-7): | 12.93% | |
Worst 3-Yr Total Return (2006-8): | -7.44% |
|
| 1-Year: | 13.29% | | 3-Year: | 2.86% | | 5-Year: | 8.22% | | 10-Year: | -0.07% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHTCX | Category | Diff | Index* | Diff | | Year To Date | 47.77 | 44.15 | 3.62 | 17.05 | 30.72 | | 1-Month | -0.97 | -3.44 | 2.47 | -1.86 | 0.89 | | 3-Month | 7.06 | 4.68 | 2.38 | 5.48 | 1.58 | | 1-Year | 39.12 | 31.89 | 7.23 | 9.80 | 29.32 | | 3-Year | 1.52 | -1.81 | 3.33 | -7.02 | 8.54 | | 5-Year | 6.66 | 2.63 | 4.03 | 0.33 | 6.33 | | 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) | -9.10 | -10.30 | 1.2 | -18.25 | 9.15 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.91 | -45.33 | 4.42 | | 2007 | | | 14.04 | 16.12 | -2.08 | | 2006 | | | 17.67 | 7.08 | 10.59 | | 2005 | | | 7.32 | 5.76 | 1.56 | | 2004 | | | 3.85 | 4.24 | -0.39 | | 2003 | | | 35.15 | 55.77 | -20.62 | | 2002 | | | -33.55 | -42.86 | 9.31 | | 2001 | | | -22.35 | -36.89 | 14.54 | | 2000 | | | -30.52 | -31.36 | 0.84 | | 1999 | | | N/A | 129.22 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SHTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.43 | 16.10 | 17.46 | N/A | | 2008 | -14.08 | 5.13 | -14.58 | -23.41 | | 2007 | 1.40 | 8.40 | 5.27 | -1.45 | | 2006 | 11.18 | -8.13 | 6.44 | 8.24 | | 2005 | -6.97 | 1.99 | 9.39 | 3.40 | | 2004 | 2.75 | -1.78 | -11.98 | 16.91 | | 2003 | -4.46 | 16.19 | 9.36 | 11.31 | | 2002 | 0.66 | -24.67 | -24.84 | 16.59 | | 2001 | -19.86 | 10.12 | -32.71 | 30.75 | | 2000 | 18.42 | -12.73 | -11.80 | -23.77 | | 1999 | N/A | N/A | N/A | 55.43 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 79 | 220 | 35.91 | | 1-Month | 81 | 234 | 34.62 | | 3-Month | 84 | 228 | 36.84 | | 6-Month | 102 | 222 | 45.95 | | 1-Year | 59 | 212 | 27.83 | | 3-Year | 46 | 203 | 22.66 | | 5-Year | 19 | 190 | 10.00 |
|
|
|
|
|
1.23% Nasdaq 
Performance
