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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.89% | | 5-Year Average Return: | 13.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 37.16% | |
Worst 1-Yr Total Return (2008): | -46.04% | |
Best 3-Yr Total Return (2005-7): | 32.44% | |
Worst 3-Yr Total Return (2006-8): | -1.48% |
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| 1-Year: | 4.49% | | 3-Year: | 3.77% | | 5-Year: | 13.69% | | 10-Year: | 10.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HEMZX | Category | Diff | Index* | Diff | | Year To Date | 44.89 | 67.76 | -22.87 | 29.91 | 14.98 | | 1-Month | 4.59 | 5.36 | -0.77 | 2.00 | 2.59 | | 3-Month | 11.76 | 13.28 | -1.52 | 4.58 | 7.18 | | 1-Year | 54.49 | 80.33 | -25.84 | 37.72 | 16.77 | | 3-Year | 3.95 | 2.54 | 1.41 | -5.52 | 9.47 | | 5-Year | 13.77 | 13.59 | 0.18 | 4.13 | 9.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.70 | 85.38 | -31.68 | 59.35 | -5.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.28 | -8.10 | -2.18 | -14.95 | 4.67 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HEMZX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.04 | -54.44 | 8.40 | | 2007 | | | 37.16 | 36.68 | 0.48 | | 2006 | | | 29.21 | 32.06 | -2.85 | | 2005 | | | 31.08 | 31.54 | -0.46 | | 2004 | | | 19.67 | 23.54 | -3.87 | | 2003 | | | 50.87 | 55.19 | -4.32 | | 2002 | | | -2.22 | -6.05 | 3.83 | | 2001 | | | -0.74 | -3.83 | 3.09 | | 2000 | | | -28.81 | -30.33 | 1.52 | | 1999 | | | N/A | 70.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HEMZX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.41 | 26.53 | 15.06 | N/A | | 2008 | -12.24 | -0.89 | -22.12 | -20.34 | | 2007 | -0.25 | 15.06 | 12.28 | 6.43 | | 2006 | 10.59 | -4.30 | 6.05 | 15.11 | | 2005 | -0.74 | 3.05 | 18.58 | 8.06 | | 2004 | 7.14 | -8.98 | 6.20 | 15.55 | | 2003 | -6.21 | 23.10 | 12.60 | 16.05 | | 2002 | 11.70 | -4.91 | -15.34 | 8.73 | | 2001 | -6.45 | 5.96 | -17.01 | 20.67 | | 2000 | -0.52 | -10.39 | -11.24 | -10.03 | | 1999 | N/A | N/A | N/A | 32.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 350 | 365 | 95.89 | | 1-Month | 281 | 381 | 73.75 | | 3-Month | 236 | 376 | 62.77 | | 6-Month | 253 | 373 | 67.83 | | 1-Year | 294 | 354 | 83.05 | | 3-Year | 76 | 260 | 29.23 | | 5-Year | 98 | 194 | 50.52 |
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0.03% Nasdaq 0.00%
Performance
