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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.85% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.72% | |
Worst 1-Yr Total Return (2008): | -18.29% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HBLYX | Category | Diff | Index* | Diff | | Year To Date | 21.85 | 19.41 | 2.44 | N/A | N/A | | 1-Month | 3.38 | 2.38 | 1 | N/A | N/A | | 3-Month | 6.31 | 4.88 | 1.43 | N/A | N/A | | 1-Year | 26.75 | 23.37 | 3.38 | N/A | N/A | | 3-Year | 1.77 | 0.45 | 1.32 | N/A | N/A | | 5-Year | N/A | 2.90 | N/A | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.61 | 25.19 | 5.42 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.32 | -3.19 | 2.87 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HBLYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.29 | -18.61 | 0.32 | | 2007 | | | 4.72 | 4.53 | 0.19 | | 2006 | | | N/A | 8.16 | N/A | | 2005 | | | N/A | 2.97 | N/A | | 2004 | | | N/A | 5.46 | N/A | | 2003 | | | N/A | 12.34 | N/A | | 2002 | | | N/A | -3.11 | N/A | | 2001 | | | N/A | -0.39 | N/A | | 2000 | | | N/A | 4.28 | N/A | | 1999 | | | N/A | 5.85 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HBLYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.29 | 12.72 | 12.31 | N/A | | 2008 | -3.45 | -2.88 | -5.90 | -7.39 | | 2007 | 1.95 | 1.37 | 2.21 | -0.86 | | 2006 | N/A | N/A | N/A | 4.37 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 191 | 639 | 29.89 | | 1-Month | 111 | 655 | 16.95 | | 3-Month | 58 | 653 | 8.88 | | 6-Month | 38 | 647 | 5.87 | | 1-Year | 124 | 635 | 19.53 | | 3-Year | 120 | 514 | 23.35 | | 5-Year | | 349 | N/A |
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