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| Morningstar Return Rating: | Average | | Year to Date Return: | 50.47% | | 5-Year Average Return: | 3.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.27% | |
Worst 1-Yr Total Return (2008): | -30.55% | |
Best 3-Yr Total Return (2004-6): | 7.41% | |
Worst 3-Yr Total Return (2006-8): | -8.00% |
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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 | SHYAX | Category | Diff | Index* | Diff | | Year To Date | 50.47 | 42.53 | 7.94 | 7.61 | 42.86 | | 1-Month | 2.14 | 1.09 | 1.05 | 1.29 | 0.85 | | 3-Month | 10.94 | 7.76 | 3.18 | 2.86 | 8.08 | | 1-Year | 56.08 | 48.90 | 7.18 | 11.63 | 44.45 | | 3-Year | 2.51 | 2.47 | 0.04 | 6.40 | -3.89 | | 5-Year | 3.93 | 4.02 | -0.09 | 5.49 | -1.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.31 | 35.54 | 7.77 | 7.06 | 36.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.51 | 0.71 | -2.22 | 7.94 | -9.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.55 | -26.41 | -4.14 | | 2007 | | | 1.81 | 1.47 | 0.34 | | 2006 | | | 10.11 | 10.14 | -0.03 | | 2005 | | | 2.07 | 2.59 | -0.52 | | 2004 | | | 10.27 | 9.99 | 0.28 | | 2003 | | | 21.15 | 24.36 | -3.21 | | 2002 | | | 3.91 | -1.52 | 5.43 | | 2001 | | | 6.92 | 2.39 | 4.53 | | 2000 | | | -7.24 | -7.12 | -0.12 | | 1999 | | | 3.61 | 5.05 | -1.44 |
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| PAST QUARTERLY RETURNS (%) FOR
SHYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.31 | 22.11 | 15.85 | N/A | | 2008 | -4.71 | 2.00 | -7.78 | -22.52 | | 2007 | 2.99 | 0.83 | -0.79 | -1.18 | | 2006 | 2.78 | 0.33 | 2.74 | 3.93 | | 2005 | -1.51 | 1.08 | 1.98 | 0.53 | | 2004 | 0.89 | -0.10 | 4.10 | 5.10 | | 2003 | 4.27 | 6.84 | 2.91 | 5.68 | | 2002 | 2.51 | -2.21 | -0.88 | 4.57 | | 2001 | 5.02 | -0.61 | -3.47 | 6.12 | | 2000 | -1.92 | -0.18 | 0.23 | -5.47 | | 1999 | N/A | N/A | N/A | 1.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 108 | 543 | 19.89 | | 1-Month | 80 | 574 | 13.94 | | 3-Month | 17 | 571 | 2.98 | | 6-Month | 22 | 559 | 3.94 | | 1-Year | 84 | 543 | 15.47 | | 3-Year | 255 | 467 | 54.60 | | 5-Year | 223 | 403 | 55.33 |
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0.51% Nasdaq 
Performance
