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| Morningstar Return Rating: | Above average | | Year to Date Return: | -5.35% | | 5-Year Average Return: | 6.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 62.80% | |
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% |
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| 1-Year: | 61.80% | | 3-Year: | 3.14% | | 5-Year: | 6.74% | | 10-Year: | -3.55% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHTCX | Category | Diff | Index* | Diff | | Year To Date | -5.35 | -7.47 | 2.12 | -3.60 | -1.75 | | 1-Month | -5.35 | -7.47 | 2.12 | -3.60 | -1.75 | | 3-Month | 4.28 | 3.77 | 0.51 | 4.16 | 0.12 | | 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 | 6.68 | 2.84 | 3.84 | 0.18 | 6.5 | | 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) | -9.10 | -9.29 | 0.19 | -18.25 | 9.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHTCX | Category | Diff | | 2009 | | | 62.80 | 61.99 | 0.81 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
SHTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.43 | 16.10 | 17.46 | 9.10 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 225 | 14.67 | | 1-Month | 33 | 225 | 14.67 | | 3-Month | 67 | 225 | 29.78 | | 6-Month | 30 | 218 | 13.76 | | 1-Year | 61 | 210 | 29.05 | | 3-Year | 29 | 194 | 14.95 | | 5-Year | 17 | 183 | 9.29 |
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0.48% Nasdaq 
0.16 (1.08%) 
Performance
