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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.94% | | 5-Year Average Return: | 1.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.56% | |
Worst 1-Yr Total Return (2008): | -35.60% | |
Best 3-Yr Total Return (2004-6): | 12.82% | |
Worst 3-Yr Total Return (2006-8): | -8.35% |
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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 | SSHFX | Category | Diff | Index* | Diff | | Year To Date | 19.94 | 15.79 | 4.15 | 17.05 | 2.89 | | 1-Month | -2.02 | -2.21 | 0.19 | -1.86 | -0.16 | | 3-Month | 5.24 | 5.62 | -0.38 | 5.48 | -0.24 | | 1-Year | 11.11 | 9.52 | 1.59 | 9.80 | 1.31 | | 3-Year | -6.10 | -8.36 | 2.26 | -7.02 | 0.92 | | 5-Year | 1.62 | 0.18 | 1.44 | 0.33 | 1.29 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.59 | 46.84 | -4.25 | 45.76 | -3.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.37 | -16.40 | -4.97 | -18.25 | -3.12 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSHFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.60 | -37.09 | 1.49 | | 2007 | | | 2.58 | 1.42 | 1.16 | | 2006 | | | 16.56 | 18.15 | -1.59 | | 2005 | | | 6.80 | 5.95 | 0.85 | | 2004 | | | 15.34 | 12.97 | 2.37 | | 2003 | | | 31.74 | 28.44 | 3.30 | | 2002 | | | -15.43 | -18.69 | 3.26 | | 2001 | | | -0.81 | -4.99 | 4.18 | | 2000 | | | 20.18 | 7.87 | 12.31 | | 1999 | | | 0.05 | 6.72 | -6.67 |
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| PAST QUARTERLY RETURNS (%) FOR
SSHFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.43 | 15.57 | 14.42 | N/A | | 2008 | -8.44 | 0.69 | -7.11 | -24.81 | | 2007 | -0.20 | 6.74 | 0.50 | -4.18 | | 2006 | 3.19 | -1.60 | 7.01 | 7.27 | | 2005 | -2.92 | 1.75 | 8.11 | 0.00 | | 2004 | 3.55 | 1.46 | 0.09 | 9.69 | | 2003 | -6.94 | 21.73 | 2.81 | 13.11 | | 2002 | 2.49 | -10.23 | -16.36 | 9.90 | | 2001 | -2.05 | 2.75 | -7.18 | 6.18 | | 2000 | 4.68 | -5.71 | 12.81 | 7.92 | | 1999 | N/A | N/A | N/A | 7.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 347 | 1335 | 25.99 | | 1-Month | 1006 | 1379 | 72.95 | | 3-Month | 1231 | 1368 | 89.99 | | 6-Month | 592 | 1346 | 43.98 | | 1-Year | 482 | 1318 | 36.57 | | 3-Year | 232 | 1124 | 20.64 | | 5-Year | 198 | 934 | 21.20 |
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0.92% Nasdaq 
Performance
