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| Morningstar Return Rating: | High | | Year to Date Return: | 40.81% | | 5-Year Average Return: | 4.62% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.36% | |
Worst 1-Yr Total Return (2008): | -45.59% | |
Best 3-Yr Total Return (2004-6): | 17.16% | |
Worst 3-Yr Total Return (2006-8): | -9.50% |
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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 | HIACX | Category | Diff | Index* | Diff | | Year To Date | 40.81 | 25.10 | 15.71 | 24.07 | 16.74 | | 1-Month | 6.65 | 5.28 | 1.37 | 6.00 | 0.65 | | 3-Month | 8.29 | 7.01 | 1.28 | 7.91 | 0.38 | | 1-Year | 44.68 | 28.01 | 16.67 | 25.39 | 19.29 | | 3-Year | -3.23 | -5.87 | 2.64 | -5.79 | 2.56 | | 5-Year | 4.62 | 0.64 | 3.98 | 0.71 | 3.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.43 | 46.08 | 16.35 | 45.76 | 16.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.82 | -17.41 | -0.41 | -18.25 | 0.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.59 | -37.79 | -7.80 | | 2007 | | | 16.83 | 6.16 | 10.67 | | 2006 | | | 16.61 | 14.17 | 2.44 | | 2005 | | | 15.55 | 5.88 | 9.67 | | 2004 | | | 19.36 | 10.02 | 9.34 | | 2003 | | | 42.38 | 27.05 | 15.33 | | 2002 | | | -19.70 | -22.25 | 2.55 | | 2001 | | | -6.94 | -13.50 | 6.56 | | 2000 | | | 13.22 | -6.31 | 19.53 | | 1999 | | | 37.46 | 20.16 | 17.30 |
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| PAST QUARTERLY RETURNS (%) FOR
HIACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.26 | 24.53 | 18.02 | N/A | | 2008 | -11.39 | 2.68 | -19.37 | -25.84 | | 2007 | 1.31 | 10.01 | 5.77 | -0.90 | | 2006 | 6.15 | -2.30 | 3.12 | 9.03 | | 2005 | -2.64 | 1.69 | 10.24 | 5.87 | | 2004 | 5.42 | 2.44 | -3.08 | 14.05 | | 2003 | -4.22 | 19.10 | 5.25 | 18.59 | | 2002 | -1.08 | -14.09 | -13.00 | 8.61 | | 2001 | -4.28 | 6.03 | -19.04 | 13.27 | | 2000 | 15.84 | -2.68 | 6.28 | -5.50 | | 1999 | N/A | N/A | N/A | 24.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 2021 | 3.96 | | 1-Month | 485 | 2113 | 22.95 | | 3-Month | 836 | 2091 | 39.98 | | 6-Month | 557 | 2064 | 26.99 | | 1-Year | 102 | 2011 | 5.07 | | 3-Year | 189 | 1707 | 11.07 | | 5-Year | 14 | 1360 | 1.03 |
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