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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.44% | | 5-Year Average Return: | 4.60% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.87% | |
Worst 1-Yr Total Return (2008): | 0.88% | |
Best 3-Yr Total Return (2005-7): | 3.34% | |
Worst 3-Yr Total Return (2004-6): | 2.45% |
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| 1-Year: | 12.03% | | 3-Year: | 5.77% | | 5-Year: | 4.28% | | 10-Year: | 5.10% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HBDCX | Category | Diff | Index* | Diff | | Year To Date | 11.44 | 14.86 | -3.42 | 7.61 | 3.83 | | 1-Month | 0.98 | 1.13 | -0.15 | 1.29 | -0.31 | | 3-Month | 2.49 | 3.76 | -1.27 | 2.86 | -0.37 | | 1-Year | 15.26 | 18.84 | -3.58 | 11.63 | 3.63 | | 3-Year | 5.72 | 4.58 | 1.14 | 6.40 | -0.68 | | 5-Year | 4.60 | 4.20 | 0.4 | 5.49 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.68 | 13.91 | -4.23 | 7.06 | 2.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.53 | 6.57 | 1.96 | 7.94 | 0.59 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HBDCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.88 | -4.70 | 5.58 | | 2007 | | | 5.87 | 4.70 | 1.17 | | 2006 | | | 2.95 | 4.15 | -1.20 | | 2005 | | | 1.26 | 1.80 | -0.54 | | 2004 | | | 3.16 | 3.91 | -0.75 | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HBDCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.25 | 3.49 | 4.78 | N/A | | 2008 | 2.04 | -0.92 | -3.08 | 2.94 | | 2007 | 1.51 | -0.61 | 2.27 | 2.62 | | 2006 | -0.78 | -0.31 | 3.16 | 0.89 | | 2005 | -0.71 | 2.37 | -0.77 | 0.41 | | 2004 | 2.27 | -2.61 | 2.68 | 0.88 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 754 | 1126 | 66.96 | | 1-Month | 876 | 1168 | 75.00 | | 3-Month | 995 | 1158 | 85.92 | | 6-Month | 786 | 1140 | 68.95 | | 1-Year | 639 | 1120 | 57.05 | | 3-Year | 347 | 970 | 35.77 | | 5-Year | 379 | 854 | 44.38 |
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