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| Morningstar Return Rating: | High | | Year to Date Return: | 14.18% | | 5-Year Average Return: | 4.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.59% | |
Worst 1-Yr Total Return (2008): | -2.16% | |
Best 3-Yr Total Return (2005-7): | 3.40% | |
Worst 3-Yr Total Return (2006-8): | 2.19% |
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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 | HIBIX | Category | Diff | Index* | Diff | | Year To Date | 14.18 | 9.71 | 4.47 | 7.61 | 6.57 | | 1-Month | 0.81 | 0.67 | 0.14 | 1.29 | -0.48 | | 3-Month | 2.79 | 2.20 | 0.59 | 2.86 | -0.07 | | 1-Year | 17.12 | 11.11 | 6.01 | 11.63 | 5.49 | | 3-Year | 5.31 | 3.58 | 1.73 | 6.40 | -1.09 | | 5-Year | 4.46 | 3.39 | 1.07 | 5.49 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.78 | 7.66 | 3.12 | 7.06 | 3.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.23 | 4.29 | 3.94 | 7.94 | 0.29 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HIBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.16 | -4.23 | 2.07 | | 2007 | | | 4.59 | 4.29 | 0.30 | | 2006 | | | 4.28 | 4.05 | 0.23 | | 2005 | | | 1.36 | 1.45 | -0.09 | | 2004 | | | 2.92 | 1.63 | 1.29 | | 2003 | | | 4.11 | 2.54 | 1.57 | | 2002 | | | 6.40 | 5.47 | 0.93 | | 2001 | | | 7.86 | 7.27 | 0.59 | | 2000 | | | 10.40 | 7.59 | 2.81 | | 1999 | | | 0.81 | 2.21 | -1.40 |
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| PAST QUARTERLY RETURNS (%) FOR
HIBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.73 | 5.42 | 4.54 | N/A | | 2008 | 1.37 | -0.65 | -3.18 | 0.34 | | 2007 | 1.45 | -0.13 | 1.60 | 1.60 | | 2006 | -0.25 | 0.51 | 2.64 | 1.33 | | 2005 | -0.84 | 2.22 | -0.42 | 0.41 | | 2004 | 2.30 | -2.22 | 2.42 | 0.46 | | 2003 | 1.38 | 2.35 | 0.08 | 0.26 | | 2002 | -0.19 | 1.90 | 3.01 | 1.56 | | 2001 | 3.34 | 0.77 | 4.16 | -0.56 | | 2000 | 1.60 | 1.81 | 2.85 | 3.76 | | 1999 | N/A | N/A | N/A | 0.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 79 | 418 | 18.90 | | 1-Month | 412 | 434 | 94.93 | | 3-Month | 151 | 433 | 34.87 | | 6-Month | 55 | 424 | 12.97 | | 1-Year | 38 | 418 | 9.09 | | 3-Year | 73 | 377 | 19.36 | | 5-Year | 68 | 313 | 21.73 |
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0.26% Nasdaq 
0.01 (0.10%) 
Performance
