|
| Morningstar Return Rating: | Average | | Year to Date Return: | -3.34% | | 5-Year Average Return: | 0.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 25.65% | |
Worst 1-Yr Total Return (2008): | -37.27% | |
Best 3-Yr Total Return (2005-7): | 9.10% | |
Worst 3-Yr Total Return (2006-8): | -8.57% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIAGX | Category | Diff | Index* | Diff | | Year To Date | -3.34 | -3.57 | 0.23 | -3.60 | 0.26 | | 1-Month | -3.34 | -3.57 | 0.23 | -3.60 | 0.26 | | 3-Month | 4.74 | 3.99 | 0.75 | 4.16 | 0.58 | | 1-Year | 29.04 | 34.15 | -5.11 | 33.14 | -4.1 | | 3-Year | -6.67 | -7.17 | 0.5 | -7.24 | 0.57 | | 5-Year | 0.16 | 0.19 | -0.03 | 0.18 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.09 | 46.19 | -7.1 | 45.76 | -6.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.51 | -17.46 | -0.05 | -18.25 | 0.74 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIAGX | Category | Diff | | 2009 | | | 25.65 | 28.17 | -2.52 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
HIAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.29 | 14.28 | 13.72 | 5.42 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 596 | 2131 | 27.97 | | 1-Month | 660 | 2131 | 30.97 | | 3-Month | 483 | 2102 | 22.98 | | 6-Month | 1159 | 2071 | 55.96 | | 1-Year | 1387 | 2011 | 68.97 | | 3-Year | 586 | 1772 | 33.07 | | 5-Year | 565 | 1376 | 41.06 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
