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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.33% | | 5-Year Average Return: | -1.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.62% | |
Worst 1-Yr Total Return (2008): | -37.92% | |
Best 3-Yr Total Return (2005-7): | 8.17% | |
Worst 3-Yr Total Return (2006-8): | -8.11% |
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| 1-Year: | -14.53% | | 3-Year: | -7.60% | | 5-Year: | -2.09% | | 10-Year: | -2.21% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HGWIX | Category | Diff | Index* | Diff | | Year To Date | 14.33 | 31.20 | -16.87 | 24.07 | -9.74 | | 1-Month | 5.11 | 5.67 | -0.56 | 6.00 | -0.89 | | 3-Month | 6.48 | 8.18 | -1.7 | 7.91 | -1.43 | | 1-Year | 16.69 | 34.04 | -17.35 | 25.39 | -8.7 | | 3-Year | -6.27 | -3.89 | -2.38 | -5.79 | -0.48 | | 5-Year | -1.55 | 1.25 | -2.8 | 0.71 | -2.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.67 | 43.84 | -15.17 | 45.76 | -17.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.38 | -18.03 | -5.35 | -18.25 | -5.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HGWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.92 | -40.67 | 2.75 | | 2007 | | | 15.62 | 13.35 | 2.27 | | 2006 | | | 8.11 | 7.05 | 1.06 | | 2005 | | | 1.26 | 6.71 | -5.45 | | 2004 | | | 7.36 | 7.81 | -0.45 | | 2003 | | | 18.85 | 28.66 | -9.81 | | 2002 | | | -22.47 | -27.64 | 5.17 | | 2001 | | | -16.97 | -22.30 | 5.33 | | 2000 | | | 3.50 | -13.05 | 16.55 | | 1999 | | | 13.25 | 38.87 | -25.62 |
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| PAST QUARTERLY RETURNS (%) FOR
HGWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.32 | 12.59 | 11.34 | N/A | | 2008 | -10.11 | 3.53 | -17.35 | -19.28 | | 2007 | 1.31 | 5.46 | 5.37 | 2.70 | | 2006 | 3.51 | -3.99 | 4.80 | 3.80 | | 2005 | -1.50 | 0.47 | 1.99 | 0.32 | | 2004 | 1.40 | 1.18 | -3.26 | 8.17 | | 2003 | -4.16 | 10.70 | 2.18 | 9.63 | | 2002 | 0.38 | -15.37 | -15.10 | 7.48 | | 2001 | -15.82 | 1.44 | -12.40 | 11.00 | | 2000 | -0.36 | 5.22 | 2.18 | -3.38 | | 1999 | N/A | N/A | N/A | 13.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1763 | 1818 | 96.97 | | 1-Month | 1696 | 1906 | 88.98 | | 3-Month | 1808 | 1904 | 94.96 | | 6-Month | 1828 | 1866 | 97.96 | | 1-Year | 1512 | 1815 | 83.31 | | 3-Year | 1077 | 1537 | 70.07 | | 5-Year | 1002 | 1273 | 78.71 |
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0.03% Nasdaq 
0.25 (1.12%) 
Performance
