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| Morningstar Return Rating: | High | | Year to Date Return: | 15.68% | | 5-Year Average Return: | 3.07% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.15% | |
Worst 1-Yr Total Return (2008): | -31.69% | |
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 | HDGIX | Category | Diff | Index* | Diff | | Year To Date | 15.68 | 15.79 | -0.11 | 17.05 | -1.37 | | 1-Month | -0.99 | -2.21 | 1.22 | -1.86 | 0.87 | | 3-Month | 5.54 | 5.62 | -0.08 | 5.48 | 0.06 | | 1-Year | 12.52 | 9.52 | 3 | 9.80 | 2.72 | | 3-Year | -3.72 | -8.36 | 4.64 | -7.02 | 3.3 | | 5-Year | 3.07 | 0.18 | 2.89 | 0.33 | 2.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.69 | 46.84 | -4.15 | 45.76 | -3.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.81 | -16.40 | 1.59 | -18.25 | 3.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HDGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.69 | -37.09 | 5.40 | | 2007 | | | 8.15 | 1.42 | 6.73 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HDGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.35 | 15.83 | 13.78 | N/A | | 2008 | -7.05 | -1.88 | -8.09 | -18.51 | | 2007 | 1.20 | 7.66 | 2.20 | -2.87 | | 2006 | N/A | N/A | N/A | 7.89 | | 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 | 600 | 1335 | 44.94 | | 1-Month | 165 | 1379 | 11.97 | | 3-Month | 259 | 1368 | 18.93 | | 6-Month | 726 | 1346 | 53.94 | | 1-Year | 378 | 1318 | 28.68 | | 3-Year | 38 | 1124 | 3.38 | | 5-Year | | 934 | N/A |
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0.22% Nasdaq 
Performance
