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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.28% | | 5-Year Average Return: | 2.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.49% | |
Worst 1-Yr Total Return (2008): | -28.94% | |
Best 3-Yr Total Return (2004-6): | 11.21% | |
Worst 3-Yr Total Return (2006-8): | -3.01% |
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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 | HIBEX | Category | Diff | Index* | Diff | | Year To Date | 16.28 | 21.73 | -5.45 | 24.07 | -7.79 | | 1-Month | 5.13 | 5.16 | -0.03 | 6.00 | -0.87 | | 3-Month | 6.81 | 6.45 | 0.36 | 7.91 | -1.1 | | 1-Year | 17.18 | 24.67 | -7.49 | 25.39 | -8.21 | | 3-Year | -3.31 | -7.33 | 4.02 | -5.79 | 2.48 | | 5-Year | 2.69 | 0.27 | 2.42 | 0.71 | 1.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.04 | 47.53 | -5.49 | 45.76 | -3.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.05 | -16.99 | 4.94 | -18.25 | 6.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIBEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.94 | -37.09 | 8.15 | | 2007 | | | 6.55 | 1.42 | 5.13 | | 2006 | | | 20.49 | 18.15 | 2.34 | | 2005 | | | 4.56 | 5.95 | -1.39 | | 2004 | | | 9.16 | 12.97 | -3.81 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HIBEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.14 | 14.55 | 14.61 | N/A | | 2008 | -7.57 | -4.86 | -4.29 | -15.58 | | 2007 | 2.12 | 4.29 | 2.67 | -2.56 | | 2006 | 4.48 | 2.29 | 5.72 | 6.65 | | 2005 | -0.35 | 0.66 | 4.07 | 0.16 | | 2004 | 0.28 | -0.03 | 0.98 | 7.84 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1086 | 1293 | 83.99 | | 1-Month | 1110 | 1338 | 82.96 | | 3-Month | 358 | 1329 | 26.94 | | 6-Month | 382 | 1320 | 28.94 | | 1-Year | 923 | 1280 | 72.11 | | 3-Year | 108 | 1088 | 9.93 | | 5-Year | 87 | 917 | 9.49 |
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0.38% Nasdaq 
0.08 (0.75%) 
Performance
