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| Morningstar Return Rating: | Below average | | Year to Date Return: | 56.82% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.37% | |
Worst 1-Yr Total Return (2008): | -48.84% | |
Best 3-Yr Total Return (2004-6): | 9.92% | |
Worst 3-Yr Total Return (2006-8): | -15.72% |
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| 1-Year: | 1.40% | | 3-Year: | -6.04% | | 5-Year: | -0.18% | | 10-Year: | 2.81% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TSHYX | Category | Diff | Index* | Diff | | Year To Date | 56.82 | 42.53 | 14.29 | 7.61 | 49.21 | | 1-Month | 3.14 | 1.09 | 2.05 | 1.29 | 1.85 | | 3-Month | 15.71 | 7.76 | 7.95 | 2.86 | 12.85 | | 1-Year | 54.86 | 48.90 | 5.96 | 11.63 | 43.23 | | 3-Year | -6.96 | 2.47 | -9.43 | 6.40 | -13.36 | | 5-Year | -0.09 | 4.02 | -4.11 | 5.49 | -5.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.00 | 35.54 | 29.46 | 7.06 | 57.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.99 | 0.71 | -18.7 | 7.94 | -25.93 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TSHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.84 | -26.41 | -22.43 | | 2007 | | | -1.96 | 1.47 | -3.43 | | 2006 | | | 19.37 | 10.14 | 9.23 | | 2005 | | | 2.83 | 2.59 | 0.24 | | 2004 | | | 8.20 | 9.99 | -1.79 | | 2003 | | | 38.86 | 24.36 | 14.50 | | 2002 | | | -0.29 | -1.52 | 1.23 | | 2001 | | | -0.08 | 2.39 | -2.47 | | 2000 | | | -8.01 | -7.12 | -0.89 | | 1999 | | | 10.05 | 5.05 | 5.00 |
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| PAST QUARTERLY RETURNS (%) FOR
TSHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.29 | 28.51 | 29.03 | N/A | | 2008 | -9.61 | -5.72 | -13.74 | -30.40 | | 2007 | 2.85 | 1.65 | -1.34 | -4.95 | | 2006 | 4.44 | 0.31 | 2.51 | 11.16 | | 2005 | -1.98 | -0.16 | 1.56 | 3.46 | | 2004 | 3.14 | -3.48 | 1.38 | 7.20 | | 2003 | 7.04 | 13.94 | 5.25 | 8.18 | | 2002 | 4.81 | -3.04 | -7.17 | 5.70 | | 2001 | 0.98 | -0.15 | -7.88 | 7.57 | | 2000 | 0.26 | -1.96 | -1.16 | -5.32 | | 1999 | N/A | N/A | N/A | 2.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 21 | 543 | 3.87 | | 1-Month | 5 | 574 | 0.87 | | 3-Month | 5 | 571 | 0.88 | | 6-Month | 11 | 559 | 1.97 | | 1-Year | 19 | 543 | 3.50 | | 3-Year | 388 | 467 | 83.08 | | 5-Year | 328 | 403 | 81.39 |
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