|
| Morningstar Return Rating: | High | | Year to Date Return: | 31.75% | | 5-Year Average Return: | 4.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 19.07% | |
Worst 1-Yr Total Return (2008): | -45.73% | |
Best 3-Yr Total Return (2004-6): | 16.87% | |
Worst 3-Yr Total Return (2006-8): | -9.74% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HIBCX | Category | Diff | Index* | Diff | | Year To Date | 31.75 | 18.65 | 13.1 | 17.05 | 14.7 | | 1-Month | -3.16 | -2.18 | -0.98 | -1.86 | -1.3 | | 3-Month | 4.21 | 5.08 | -0.87 | 5.48 | -1.27 | | 1-Year | 22.83 | 11.86 | 10.97 | 9.80 | 13.03 | | 3-Year | -4.59 | -6.78 | 2.19 | -7.02 | 2.43 | | 5-Year | 4.47 | 0.49 | 3.98 | 0.33 | 4.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.20 | 45.26 | 16.94 | 45.76 | 16.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.02 | -15.99 | -2.03 | -18.25 | 0.23 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.73 | -37.79 | -7.94 | | 2007 | | | 16.47 | 6.16 | 10.31 | | 2006 | | | 16.32 | 14.17 | 2.15 | | 2005 | | | 15.26 | 5.88 | 9.38 | | 2004 | | | 19.07 | 10.02 | 9.05 | | 2003 | | | 42.02 | 27.05 | 14.97 | | 2002 | | | -19.88 | -22.25 | 2.37 | | 2001 | | | -7.10 | -13.50 | 6.40 | | 2000 | | | 13.02 | -6.31 | 19.33 | | 1999 | | | 37.21 | 20.16 | 17.05 |
|
| PAST QUARTERLY RETURNS (%) FOR
HIBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.32 | 24.46 | 17.95 | N/A | | 2008 | -11.44 | 2.62 | -19.42 | -25.89 | | 2007 | 1.25 | 9.88 | 5.71 | -0.96 | | 2006 | 6.09 | -2.36 | 3.06 | 8.97 | | 2005 | -2.70 | 1.63 | 10.17 | 5.80 | | 2004 | 5.36 | 2.37 | -3.14 | 13.98 | | 2003 | -4.28 | 19.04 | 5.18 | 18.50 | | 2002 | -1.13 | -14.14 | -13.05 | 8.55 | | 2001 | -4.33 | 5.98 | -19.07 | 13.21 | | 2000 | 15.79 | -2.72 | 6.23 | -5.54 | | 1999 | N/A | N/A | N/A | 24.27 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 80 | 2013 | 3.97 | | 1-Month | 1455 | 2110 | 68.96 | | 3-Month | 459 | 2090 | 21.96 | | 6-Month | 204 | 2049 | 9.96 | | 1-Year | 73 | 1999 | 3.65 | | 3-Year | 191 | 1694 | 11.28 | | 5-Year | 17 | 1352 | 1.26 |
|
|
|
|
|
0.22% Nasdaq 
Performance
