|
| Morningstar Return Rating: | | | Year to Date Return: | 65.63% | | 5-Year Average Return: | 6.41% | | Number of Years Up: | 0 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (): | N/A | |
Worst 1-Yr Total Return (): | N/A | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SHYIX | Category | Diff | Index* | Diff | | Year To Date | 65.63 | 40.95 | 24.68 | 6.24 | 59.39 | | 1-Month | 1.85 | 1.53 | 0.32 | 0.49 | 1.36 | | 3-Month | 9.83 | 8.19 | 1.64 | 2.60 | 7.23 | | 1-Year | 56.71 | 35.58 | 21.13 | 13.79 | 42.92 | | 3-Year | 5.93 | 2.61 | 3.32 | 6.35 | -0.42 | | 5-Year | 6.41 | 4.05 | 2.36 | 5.05 | 1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.94 | 34.85 | 20.09 | 7.06 | 47.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 54.47 | 0.91 | 53.56 | 7.94 | 46.53 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHYIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | N/A | -26.41 | N/A | | 2007 | | | N/A | 1.47 | N/A | | 2006 | | | N/A | 10.14 | N/A | | 2005 | | | N/A | 2.59 | N/A | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
SHYIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.00 | 32.75 | 14.49 | N/A | | 2008 | N/A | N/A | N/A | -22.23 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 5 | 547 | 0.91 | | 1-Month | 276 | 577 | 47.83 | | 3-Month | 126 | 573 | 21.99 | | 6-Month | 38 | 553 | 6.87 | | 1-Year | 1 | 546 | 0.18 | | 3-Year | | 471 | N/A | | 5-Year | | 401 | N/A |
|
|
|
|
|
0.22% Nasdaq 0.00%
Performance
