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| Morningstar Return Rating: | | | Year to Date Return: | 22.32% | | 5-Year Average Return: | 0.30% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.89% | |
Worst 1-Yr Total Return (2008): | -37.69% | |
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 | HGISX | Category | Diff | Index* | Diff | | Year To Date | 22.32 | 25.10 | -2.78 | 24.07 | -1.75 | | 1-Month | 5.71 | 5.28 | 0.43 | 6.00 | -0.29 | | 3-Month | 6.51 | 7.01 | -0.5 | 7.91 | -1.4 | | 1-Year | 26.89 | 28.01 | -1.12 | 25.39 | 1.5 | | 3-Year | -5.83 | -5.87 | 0.04 | -5.79 | -0.04 | | 5-Year | 0.30 | 0.64 | -0.34 | 0.71 | -0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.99 | 46.08 | -7.09 | 45.76 | -6.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.81 | -17.41 | -0.4 | -18.25 | 0.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.69 | -37.79 | 0.10 | | 2007 | | | 7.89 | 6.16 | 1.73 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HGISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.34 | 14.30 | 13.55 | N/A | | 2008 | -12.40 | -0.15 | -9.60 | -21.19 | | 2007 | 1.51 | 6.93 | 0.26 | -0.86 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 1354 | 2021 | 67.00 | | 1-Month | 591 | 2113 | 27.97 | | 3-Month | 961 | 2091 | 45.96 | | 6-Month | 1630 | 2064 | 78.97 | | 1-Year | 901 | 2011 | 44.80 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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