Trailing Performance
SHAPXS&P 500
06-18-13
| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.79 | 10,579 |
| 6 Month | 13.45 | 11,345 |
| 1 Year | 23.31 | 12,331 |
| 3 Year* | 14.84 | 15,145 |
| 5 Year* | 6.19 | 13,503 |
| 10 Year* | 7.62 | 20,842 |
| 15 Year* | 5.72 | 23,033 |
| 5.72 | 7.62 | 6.19 | 14.84 | 23.31 | 13.45 | 5.79 | -1.09 | 15.29 | Total Return % | ||
| 1.00 | 0.48 | 0.78 | 0.23 | -2.77 | -1.62 | -0.63 | -0.31 | -1.10 | +/- Large Blend Category Trailing Return | ||
| 20 | 29 | 36 | 49 | 78 | 80 | 73 | 74 | 75 | Percentile Rank in Category | ||
| -- | 298 | 400 | 428 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 1.11 | 0.04 | -0.48 | -1.54 | -2.32 | -1.96 | -1.19 | -0.32 | -1.69 | +/- S&P 500 Trailing Return | ||
| 0.28 | -1.08 | -2.31 | -3.31 | -7.90 | -5.69 | -3.40 | -0.64 | -5.87 | +/- Morningstar Large Core Trailing Return | ||
* Annualized | 10 & 15 Year Data through 05-31-13