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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.16% | | 5-Year Average Return: | 2.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.74% | |
Worst 1-Yr Total Return (2008): | -31.75% | |
Best 3-Yr Total Return (2004-6): | 9.23% | |
Worst 3-Yr Total Return (2006-8): | -6.19% |
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| 1-Year: | -4.00% | | 3-Year: | -3.16% | | 5-Year: | 1.86% | | 10-Year: | 0.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STHRX | Category | Diff | Index* | Diff | | Year To Date | 20.16 | 21.41 | -1.25 | N/A | N/A | | 1-Month | -2.59 | -1.89 | -0.7 | N/A | N/A | | 3-Month | 4.51 | 5.48 | -0.97 | N/A | N/A | | 1-Year | 18.88 | 16.99 | 1.89 | N/A | N/A | | 3-Year | -3.05 | -5.22 | 2.17 | N/A | N/A | | 5-Year | 2.18 | 1.46 | 0.72 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.18 | 43.92 | 0.26 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.99 | -10.83 | -0.16 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STHRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.75 | -36.04 | 4.29 | | 2007 | | | 7.28 | 6.50 | 0.78 | | 2006 | | | 12.74 | 13.60 | -0.86 | | 2005 | | | 5.23 | 6.81 | -1.58 | | 2004 | | | 9.87 | 10.95 | -1.08 | | 2003 | | | 23.50 | 23.89 | -0.39 | | 2002 | | | -16.99 | -14.20 | -2.79 | | 2001 | | | -10.17 | -10.47 | 0.30 | | 2000 | | | -5.99 | -5.92 | -0.07 | | 1999 | | | 16.46 | 18.32 | -1.86 |
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| PAST QUARTERLY RETURNS (%) FOR
STHRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.51 | 17.61 | 14.64 | N/A | | 2008 | -6.89 | -1.16 | -10.18 | -17.43 | | 2007 | 2.51 | 5.00 | 1.76 | -2.05 | | 2006 | 4.34 | -1.44 | 2.76 | 6.69 | | 2005 | -1.88 | 1.42 | 3.92 | 1.75 | | 2004 | 2.45 | -0.02 | -1.20 | 8.56 | | 2003 | -3.09 | 13.30 | 2.75 | 9.47 | | 2002 | 0.40 | -9.79 | -14.08 | 6.67 | | 2001 | -9.26 | 3.69 | -12.25 | 8.79 | | 2000 | 2.57 | -1.98 | -1.30 | -5.27 | | 1999 | N/A | N/A | N/A | 13.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 142 | 203 | 69.95 | | 1-Month | 201 | 219 | 91.78 | | 3-Month | 189 | 215 | 87.91 | | 6-Month | 185 | 213 | 86.85 | | 1-Year | 53 | 194 | 27.32 | | 3-Year | 6 | 110 | 5.45 | | 5-Year | 8 | 41 | 19.51 |
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