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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.94% | | 5-Year Average Return: | -0.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.13% | |
Worst 1-Yr Total Return (2008): | -38.03% | |
Best 3-Yr Total Return (2005-7): | 7.81% | |
Worst 3-Yr Total Return (2006-8): | -9.64% |
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| 1-Year: | -11.20% | | 3-Year: | -6.93% | | 5-Year: | -0.31% | | 10-Year: | -0.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HGIBX | Category | Diff | Index* | Diff | | Year To Date | 21.94 | 25.10 | -3.16 | 24.07 | -2.13 | | 1-Month | 5.66 | 5.28 | 0.38 | 6.00 | -0.34 | | 3-Month | 6.42 | 7.01 | -0.59 | 7.91 | -1.49 | | 1-Year | 26.36 | 28.01 | -1.65 | 25.39 | 0.97 | | 3-Year | -6.36 | -5.87 | -0.49 | -5.79 | -0.57 | | 5-Year | -0.31 | 0.64 | -0.95 | 0.71 | -1.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.74 | 46.08 | -7.34 | 45.76 | -7.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.10 | -17.41 | -0.69 | -18.25 | 0.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.03 | -37.79 | -0.24 | | 2007 | | | 7.13 | 6.16 | 0.97 | | 2006 | | | 11.13 | 14.17 | -3.04 | | 2005 | | | 5.25 | 5.88 | -0.63 | | 2004 | | | 7.03 | 10.02 | -2.99 | | 2003 | | | 27.37 | 27.05 | 0.32 | | 2002 | | | -25.66 | -22.25 | -3.41 | | 2001 | | | -9.08 | -13.50 | 4.42 | | 2000 | | | -7.23 | -6.31 | -0.92 | | 1999 | | | 20.00 | 20.16 | -0.16 |
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| PAST QUARTERLY RETURNS (%) FOR
HGIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.40 | 14.27 | 13.38 | N/A | | 2008 | -12.51 | -0.33 | -9.78 | -21.23 | | 2007 | 1.39 | 6.72 | 0.00 | -1.00 | | 2006 | 3.18 | -1.92 | 4.08 | 5.51 | | 2005 | -2.08 | 2.68 | 4.23 | 0.43 | | 2004 | 0.87 | 0.58 | -3.24 | 9.03 | | 2003 | -4.56 | 14.47 | 3.50 | 12.65 | | 2002 | -1.83 | -15.87 | -16.65 | 7.99 | | 2001 | -9.00 | 6.59 | -15.81 | 11.33 | | 2000 | 4.05 | -3.39 | -0.44 | -7.30 | | 1999 | N/A | N/A | N/A | 15.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1394 | 2021 | 68.98 | | 1-Month | 676 | 2113 | 31.99 | | 3-Month | 1066 | 2091 | 50.98 | | 6-Month | 1692 | 2064 | 81.98 | | 1-Year | 960 | 2011 | 47.74 | | 3-Year | 906 | 1707 | 53.08 | | 5-Year | 882 | 1360 | 64.85 |
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0.51% Nasdaq 
Performance
