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| Morningstar Return Rating: | Average | | Year to Date Return: | 51.06% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 10.42% | |
Worst 1-Yr Total Return (2008): | -31.62% | |
Best 3-Yr Total Return (2004-6): | 7.76% | |
Worst 3-Yr Total Return (2006-8): | -9.34% |
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| 1-Year: | 14.56% | | 3-Year: | 1.64% | | 5-Year: | 3.63% | | 10-Year: | 5.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHYCX | Category | Diff | Index* | Diff | | Year To Date | 51.06 | 42.53 | 8.53 | 7.61 | 43.45 | | 1-Month | 0.74 | 1.09 | -0.35 | 1.29 | -0.55 | | 3-Month | 7.66 | 7.76 | -0.1 | 2.86 | 4.8 | | 1-Year | 57.80 | 48.90 | 8.9 | 11.63 | 46.17 | | 3-Year | 1.33 | 2.47 | -1.14 | 6.40 | -5.07 | | 5-Year | 3.45 | 4.02 | -0.57 | 5.49 | -2.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.94 | 35.54 | 11.4 | 7.06 | 39.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.47 | 0.71 | -0.24 | 7.94 | -7.47 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.62 | -26.41 | -5.21 | | 2007 | | | -0.47 | 1.47 | -1.94 | | 2006 | | | 9.49 | 10.14 | -0.65 | | 2005 | | | 3.51 | 2.59 | 0.92 | | 2004 | | | 10.42 | 9.99 | 0.43 | | 2003 | | | 23.36 | 24.36 | -1.00 | | 2002 | | | 5.93 | -1.52 | 7.45 | | 2001 | | | 3.59 | 2.39 | 1.20 | | 2000 | | | -4.12 | -7.12 | 3.00 | | 1999 | | | 6.58 | 5.05 | 1.53 |
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| PAST QUARTERLY RETURNS (%) FOR
SHYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.12 | 23.96 | 16.00 | N/A | | 2008 | -4.29 | 2.07 | -10.18 | -22.07 | | 2007 | 2.36 | -0.06 | -0.80 | -1.92 | | 2006 | 2.32 | -0.88 | 3.77 | 4.04 | | 2005 | -1.82 | 3.11 | 1.63 | 0.62 | | 2004 | 1.42 | -1.13 | 5.39 | 4.48 | | 2003 | 6.31 | 7.75 | 2.05 | 5.53 | | 2002 | 4.71 | -4.69 | -1.96 | 8.27 | | 2001 | 3.20 | 1.19 | -7.01 | 6.67 | | 2000 | -1.03 | 0.18 | 0.68 | -3.94 | | 1999 | N/A | N/A | N/A | 4.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 76 | 543 | 14.00 | | 1-Month | 183 | 574 | 31.88 | | 3-Month | 291 | 571 | 50.96 | | 6-Month | 78 | 559 | 13.95 | | 1-Year | 53 | 543 | 9.76 | | 3-Year | 329 | 467 | 70.45 | | 5-Year | 268 | 403 | 66.50 |
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0.02% Nasdaq 
0.33%
Performance
