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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.96% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.45% | |
Worst 1-Yr Total Return (2008): | -37.27% | |
Best 3-Yr Total Return (2004-6): | 9.12% | |
Worst 3-Yr Total Return (2006-8): | -8.57% |
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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 | HIAGX | Category | Diff | Index* | Diff | | Year To Date | 15.96 | 18.65 | -2.69 | 17.05 | -1.09 | | 1-Month | -2.72 | -2.18 | -0.54 | -1.86 | -0.86 | | 3-Month | 4.05 | 5.08 | -1.03 | 5.48 | -1.43 | | 1-Year | 13.04 | 11.86 | 1.18 | 9.80 | 3.24 | | 3-Year | -6.62 | -6.78 | 0.16 | -7.02 | 0.4 | | 5-Year | 0.50 | 0.49 | 0.01 | 0.33 | 0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.09 | 45.26 | -6.17 | 45.76 | -6.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.51 | -15.99 | -1.52 | -18.25 | 0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.27 | -37.79 | 0.52 | | 2007 | | | 8.34 | 6.16 | 2.18 | | 2006 | | | 12.45 | 14.17 | -1.72 | | 2005 | | | 6.58 | 5.88 | 0.70 | | 2004 | | | 8.41 | 10.02 | -1.61 | | 2003 | | | 28.82 | 27.05 | 1.77 | | 2002 | | | -24.65 | -22.25 | -2.40 | | 2001 | | | -8.02 | -13.50 | 5.48 | | 2000 | | | -5.64 | -6.31 | 0.67 | | 1999 | | | 21.82 | 20.16 | 1.66 |
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| PAST QUARTERLY RETURNS (%) FOR
HIAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.29 | 14.28 | 13.72 | N/A | | 2008 | -12.29 | 0.03 | -9.50 | -21.00 | | 2007 | 1.59 | 7.03 | 0.37 | -0.72 | | 2006 | 3.46 | -1.65 | 4.44 | 5.81 | | 2005 | -1.76 | 2.98 | 4.48 | 0.82 | | 2004 | 1.23 | 0.94 | -2.92 | 9.29 | | 2003 | -4.14 | 14.74 | 3.68 | 12.97 | | 2002 | -1.55 | -15.41 | -16.48 | 8.34 | | 2001 | -8.79 | 6.98 | -15.51 | 11.57 | | 2000 | 4.61 | -2.80 | -0.20 | -7.02 | | 1999 | N/A | N/A | N/A | 15.65 |
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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 | 1118 | 2110 | 52.99 | | 3-Month | 1337 | 2090 | 63.97 | | 6-Month | 1413 | 2049 | 68.96 | | 1-Year | 644 | 1999 | 32.22 | | 3-Year | 533 | 1694 | 31.46 | | 5-Year | 476 | 1352 | 35.21 |
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