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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.90% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.39% | |
Worst 1-Yr Total Return (2008): | -30.98% | |
Best 3-Yr Total Return (2004-6): | 8.62% | |
Worst 3-Yr Total Return (2006-8): | -8.58% |
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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 | SHYOX | Category | Diff | Index* | Diff | | Year To Date | 50.90 | 40.95 | 9.95 | 6.24 | 44.66 | | 1-Month | 1.34 | 1.53 | -0.19 | 0.49 | 0.85 | | 3-Month | 10.09 | 8.19 | 1.9 | 2.60 | 7.49 | | 1-Year | 43.40 | 35.58 | 7.82 | 13.79 | 29.61 | | 3-Year | 2.44 | 2.61 | -0.17 | 6.35 | -3.91 | | 5-Year | 4.33 | 4.05 | 0.28 | 5.05 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.68 | 34.85 | 12.83 | 7.06 | 40.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.13 | 0.91 | 0.22 | 7.94 | -6.81 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SHYOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.98 | -26.41 | -4.57 | | 2007 | | | 0.37 | 1.47 | -1.10 | | 2006 | | | 10.29 | 10.14 | 0.15 | | 2005 | | | 4.33 | 2.59 | 1.74 | | 2004 | | | 11.39 | 9.99 | 1.40 | | 2003 | | | 24.39 | 24.36 | 0.03 | | 2002 | | | 6.89 | -1.52 | 8.41 | | 2001 | | | 4.51 | 2.39 | 2.12 | | 2000 | | | -3.29 | -7.12 | 3.83 | | 1999 | | | 7.33 | 5.05 | 2.28 |
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| PAST QUARTERLY RETURNS (%) FOR
SHYOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.12 | 24.47 | 16.02 | N/A | | 2008 | -4.04 | 2.15 | -10.01 | -21.75 | | 2007 | 2.61 | 0.10 | -0.66 | -1.63 | | 2006 | 2.46 | -0.59 | 3.86 | 4.25 | | 2005 | -1.76 | 3.36 | 1.84 | 0.89 | | 2004 | 1.51 | -0.83 | 5.53 | 4.86 | | 2003 | 6.41 | 8.04 | 2.27 | 5.79 | | 2002 | 4.98 | -4.53 | -1.76 | 8.57 | | 2001 | 3.47 | 1.27 | -6.77 | 6.97 | | 2000 | -0.72 | 0.29 | 0.90 | -3.74 | | 1999 | N/A | N/A | N/A | 4.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 547 | 10.97 | | 1-Month | 542 | 577 | 93.93 | | 3-Month | 263 | 573 | 45.90 | | 6-Month | 49 | 553 | 8.86 | | 1-Year | 41 | 546 | 7.51 | | 3-Year | 279 | 471 | 59.24 | | 5-Year | 175 | 401 | 43.64 |
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0.18% Nasdaq 0.00%
Performance
