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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.07% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.43% | |
Worst 1-Yr Total Return (2008): | -37.36% | |
Best 3-Yr Total Return (2004-6): | 9.11% | |
Worst 3-Yr Total Return (2006-8): | -8.62% |
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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 | HGIYX | Category | Diff | Index* | Diff | | Year To Date | 16.07 | 18.65 | -2.58 | 17.05 | -0.98 | | 1-Month | -2.71 | -2.18 | -0.53 | -1.86 | -0.85 | | 3-Month | 3.96 | 5.08 | -1.12 | 5.48 | -1.52 | | 1-Year | 13.25 | 11.86 | 1.39 | 9.80 | 3.45 | | 3-Year | -6.61 | -6.78 | 0.17 | -7.02 | 0.41 | | 5-Year | 0.50 | 0.49 | 0.01 | 0.33 | 0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.47 | 45.26 | -5.79 | 45.76 | -6.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.45 | -15.99 | -1.46 | -18.25 | 0.8 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGIYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.36 | -37.79 | 0.43 | | 2007 | | | 8.35 | 6.16 | 2.19 | | 2006 | | | 12.43 | 14.17 | -1.74 | | 2005 | | | 6.61 | 5.88 | 0.73 | | 2004 | | | 8.39 | 10.02 | -1.63 | | 2003 | | | 28.89 | 27.05 | 1.84 | | 2002 | | | -24.60 | -22.25 | -2.35 | | 2001 | | | -8.08 | -13.50 | 5.42 | | 2000 | | | -6.15 | -6.31 | 0.16 | | 1999 | | | 21.45 | 20.16 | 1.29 |
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| PAST QUARTERLY RETURNS (%) FOR
HGIYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.31 | 14.47 | 13.67 | N/A | | 2008 | -12.27 | 0.00 | -9.57 | -21.05 | | 2007 | 1.65 | 7.06 | 0.33 | -0.76 | | 2006 | 3.44 | -1.70 | 4.41 | 5.90 | | 2005 | -1.78 | 3.02 | 4.53 | 0.80 | | 2004 | 1.18 | 0.90 | -2.94 | 9.38 | | 2003 | -4.20 | 14.72 | 3.71 | 13.07 | | 2002 | -1.41 | -15.51 | -16.46 | 8.33 | | 2001 | -8.72 | 6.81 | -15.49 | 11.57 | | 2000 | 4.34 | -3.11 | -0.22 | -6.96 | | 1999 | N/A | N/A | N/A | 15.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1288 | 2013 | 63.98 | | 1-Month | 1181 | 2110 | 55.97 | | 3-Month | 1421 | 2090 | 67.99 | | 6-Month | 1413 | 2049 | 68.96 | | 1-Year | 638 | 1999 | 31.92 | | 3-Year | 547 | 1694 | 32.29 | | 5-Year | 478 | 1352 | 35.36 |
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0.03% Nasdaq 
0.21%
Performance
