|
| Morningstar Return Rating: | Average | | Year to Date Return: | 44.21% | | 5-Year Average Return: | 4.89% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.98% | |
Worst 1-Yr Total Return (2008): | -23.65% | |
Best 3-Yr Total Return (2004-6): | 6.40% | |
Worst 3-Yr Total Return (2006-8): | -5.30% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SSHYX | Category | Diff | Index* | Diff | | Year To Date | 44.21 | 40.95 | 3.26 | 6.24 | 37.97 | | 1-Month | 2.13 | 1.53 | 0.6 | 0.49 | 1.64 | | 3-Month | 9.55 | 8.19 | 1.36 | 2.60 | 6.95 | | 1-Year | 44.21 | 35.58 | 8.63 | 13.79 | 30.42 | | 3-Year | 4.99 | 2.61 | 2.38 | 6.35 | -1.36 | | 5-Year | 4.89 | 4.05 | 0.84 | 5.05 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.83 | 34.85 | -0.02 | 7.06 | 27.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.65 | 0.91 | 2.74 | 7.94 | -4.29 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SSHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.65 | -26.41 | 2.76 | | 2007 | | | 2.65 | 1.47 | 1.18 | | 2006 | | | 8.38 | 10.14 | -1.76 | | 2005 | | | 1.99 | 2.59 | -0.60 | | 2004 | | | 8.98 | 9.99 | -1.01 | | 2003 | | | 19.72 | 24.36 | -4.64 | | 2002 | | | 2.18 | -1.52 | 3.70 | | 2001 | | | 1.01 | 2.39 | -1.38 | | 2000 | | | -2.43 | -7.12 | 4.69 | | 1999 | | | 8.19 | 5.05 | 3.14 |
|
| PAST QUARTERLY RETURNS (%) FOR
SSHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.65 | 16.46 | 14.75 | N/A | | 2008 | -2.57 | 0.83 | -6.22 | -17.13 | | 2007 | 3.17 | 0.13 | 0.70 | -1.32 | | 2006 | 2.06 | -0.70 | 3.09 | 3.73 | | 2005 | -1.74 | 2.66 | 0.49 | 0.61 | | 2004 | 1.32 | -0.98 | 4.81 | 3.63 | | 2003 | 4.88 | 6.61 | 1.87 | 5.11 | | 2002 | 2.15 | -3.34 | -0.60 | 4.12 | | 2001 | 3.36 | -2.98 | -3.25 | 4.10 | | 2000 | -1.01 | 2.91 | 1.02 | -5.19 | | 1999 | N/A | N/A | N/A | 3.79 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 191 | 547 | 34.92 | | 1-Month | 51 | 577 | 8.84 | | 3-Month | 108 | 573 | 18.85 | | 6-Month | 154 | 553 | 27.85 | | 1-Year | 57 | 546 | 10.44 | | 3-Year | 53 | 471 | 11.25 | | 5-Year | 96 | 401 | 23.94 |
|
|
|
|
|
1.23% Nasdaq 
Performance
